Plan Ledger DOL Form 5500 · updated monthly

Kaiser Foundation Health Plan, Inc.401(k)

KAISER PERMANENTE 401(K) RETIREMENT PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Kaiser Foundation Health Plan, Inc. reported $10,024,226 in plan administrative expenses for 2024: 0.05% of average plan assets, above the peer median. Employer contributions averaged $1,380 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.04% to 0.05%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 7th-largest of 9,483 plans among California employers on file, and the 2nd of 11,911 in health care & social assistance. In 2024, employees put in $6.20 for every $1.00 the employer contributed; active participation has grown from 136,422 to 155,687 since 2022.

Plan summary
Net assets, end of year$22,541,089,460
Participants with balances176,765
Active participants155,687
Employer contributions$214,924,460
Employee contributions$1,332,760,276
Employer contribution per active participant$1,380
Average account balance$127,520
Benefits paid to participants$1,303,461,453
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.5B · 176,765 accts · $214.9M emplr
2023$19.7B · 175,631 accts · $175.2M emplr
2022$16.1B · 159,120 accts · $150.0M emplr
The Kaiser Foundation Health Plan, Inc. 401(k) match · 2024
Employer contribution per active participant$1,380
Median for plans this size$5,259
2024$1,380 per active participant
2023$1,175 per active participant
2022$1,100 per active participant

Kaiser Foundation Health Plan, Inc.'s 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$2,418,261
VANGUARD ADVISERS INC. · Investment advisory (participants)$8,392,216
QDRO CONSULTANTS CO LLC · Consulting$29,050

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$10,024,226 · 0.05%
2023$7,687,930 · 0.04%
2022$6,850,300 · 0.04%
All plans at this employer7
KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLANMoney purchase plan
KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPSMoney purchase plan
KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLANMoney purchase plan
KAISER PERMANENTE 401(K) RETIREMENT PLAN401(k)
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN401(k)
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II401(k)
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN III401(k)
Same employer
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Mayo Clinic MN$15.1B · 0.07%
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Advocate Aurora Health, Inc WI$10.5B · 0.07%
Sutter Health CA$7.6B · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941340523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.