The 401(K) Plan For Permanente Medical Groups — Form 5500 plan (Southern California Permanente Medical Group)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The 401(K) Plan For Permanente Medical Groups is a benefit plan reported by Southern California Permanente Medical Group under EIN 95-1750445 and plan number 009. The latest loaded filing year is 2023. The filing reports 21,447 participants and $5,627,793,074 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.6BPlan net assets, end of year$5,627,793,074
Participants21.4KCovered participants reported21,447
Assets / participant$262.4KComputed: assets ÷ participants$262,405 (computed)
Provider compensation$1.8M16 Schedule C provider row(s)$1,837,134
- Plan sponsor
- Southern California Permanente Medical Group
- EIN
- 95-1750445
- Plan number
- 009
- Plan type
- 3
- Location
- Pasadena, CA
- Latest filing year
- 2023
How to read this plan profile
- Net assets = total assets minus total liabilities, end of year (Schedule H/I).
- Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
- Schedule chips (Sch H / I / C) show which schedules each filing includes.
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.6B total assets
Net assets$5.6BLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $5,627,793,074
- Net assets (EOY)
- $5,627,793,074
- Net assets (BOY)
- $4,695,724,053
Income & contributions
- Employer contributions
- $19,235,068
- Participant contributions
- $309,353,577
- Total contributions
- $343,118,356
- Total income / additions
- $1,182,709,842
Expenses & distributions
- Benefits paid
- $247,693,487
- Administrative expenses
- $1,869,640
- Total expenses
- $250,640,821
- Net increase / (decrease)
- $932,069,021
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
94%
Employer 6%Participant 94%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13
- 14
- 15
- 16
Frequently asked questions
- Who sponsors the The 401(K) Plan For Permanente Medical Groups?
- The 401(K) Plan For Permanente Medical Groups is reported as sponsored by Southern California Permanente Medical Group (EIN 95-1750445, plan number 009) in public Form 5500 filings.
- What is the most recent Form 5500 filing year for The 401(K) Plan For Permanente Medical Groups?
- The latest Form 5500 filing year loaded for The 401(K) Plan For Permanente Medical Groups is 2023.
- How many participants does The 401(K) Plan For Permanente Medical Groups report?
- The 401(K) Plan For Permanente Medical Groups reports 21,447 participants in its latest loaded Form 5500 filing.
- What are the reported plan assets for The 401(K) Plan For Permanente Medical Groups?
- The 401(K) Plan For Permanente Medical Groups reports $5,627,793,074 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
- Form 5500
- The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
- Schedule H
- The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
- Schedule I
- The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
- Schedule C
- Reports compensation paid to the plan’s service providers — both direct and indirect.
- Net assets
- Total assets minus total liabilities at the end of the year — what the plan holds for participants.
- Employer / participant contributions
- Money contributed to the plan by the employer and by participants during the year.
Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.
Related Form 5500 pages
- All Form 5500 plans for Southern California Permanente Medical Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
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