Plan Ledger DOL Form 5500 · updated monthly

Kaiser Foundation Health Plan of Washington403(b)

KAISER PERMANENTE WASHINGTON 403(B) PLAN · OAKLAND, CA · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Kaiser Foundation Health Plan of Washington reported $123,286 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,893 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.

The plan sits in the $250M–$1B size bracket, benchmarked here against 2,568 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 181st-largest of 9,483 plans among California employers on file, and the 255th of 11,911 in health care & social assistance. In 2022, employees put in $4.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$720,522,456
Participants with balances8,828
Active participants6,098
Employer contributions$11,540,706
Employee contributions$55,143,761
Employer contribution per active participant$1,893
Average account balance$81,618
Benefits paid to participants$58,036,993
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $13.0M emplr
2022$720.5M · 8,828 accts · $11.5M emplr
Employer contributions to the Kaiser Foundation Health Plan of Washington plan · 2022
Employer contribution per active participant$1,893
Median for plans this size$4,065

Kaiser Foundation Health Plan of Washington's 2022 employer contribution ran below the $4,065 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history2
2023Not separately reported
2022$123,286 · 0.02%
All plans at this employer2
KAISER PERMANENTE WASHINGTON 403(B) PLAN403(b)
KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLANMoney purchase plan
Similar plansHealth Care & Social Assistance · California
Delta Dental of California CA$723.2M · 0.04%
Huntington Memorial Hospital CA$619.7M · 0.12%
Valley Children's Hospital CA$611.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910511770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.