PlanOptica
Retirement plan

KAISER PERMANENTE RETIREMENT PLAN

KAISER FOUNDATION HEALTH PLAN, INC.EIN 94-1340523Plan #001PY 2024
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ONE KAISER PLAZA, 20TH FLOOR, 20B - OAKLAND, CA 94612510-271-5940LinkedIn1-10 employeesmedical practice
Other plans on this EIN
5 filings
#025Retirement-$22.54B assets#039Retirement-$13.85B assets#003Retirement-$5.67B assets#005Retirement-$833.4M assets#017Retirement-$61.4M assets
Prospect flagsLow participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(510) 271-5940
How to read this page

Summary metrics

Total assets (EOY)
$34452.2M
-14.1% from 2016
Total participants
205,262
-2.9% from 2016
Average account balance
$0
No prior year
Annual return
4.17%
-8.31 pp from 2016

Benchmarks

See 185 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort185 peers
Snapshot2024
Participant deferral / active EE
$84
median $11
Employer contribution / active EE
$4,938
median $6,224
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
4.17%
median 6.42%
Overall peer rank
24th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$34.45B
Average account balance
Total assets / participants with a balance (line 6g)
$168K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
64,905
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$704.86M
Contributions per participant
Average employer and participant contribution per enrolled participant
$5K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+4.17%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment
SB

BLAKE P. MURPHY

AON CONSULTING, INC.
Enrollment #2305322
MSC# 17819, AON
P.O. BOX 19640
IRVINE, CA 92623
(949) 725-4500
Signed 2025-07-31

Plan features & details

Pension benefit codes1A
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).

Opportunity flags

1 tripped
  • OpportunityLow participant contribution

    Participant contribution per participant is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
BAKER TILLY US, LLP
Auditor EIN
301413443
Audit fees
(not subdivided)
Opinion code
Unqualified