Southern California Permanente Medical GroupProfit-sharing plan
SCPMG KEOGH PLAN · PASADENA, CA · plan year 2024
Reported admin expense ratio · 2024
0.08%
Southern California Permanente Medical Group reported $5,768,474 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.079%. 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 19th-largest of 9,483 plans among California employers on file, and the 13th of 11,911 in health care & social assistance. active participation has grown from 10,078 to 11,088 since 2022.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab, Vanguard
This plan has changed recordkeepers within these filings. If you left Southern California Permanente Medical Group before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Administrative cost history3
2024$5,768,474 · 0.08%
2023$4,863,683 · 0.08%
2022$4,787,111 · 0.08%
All plans at this employer4
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN401(k)
SCPMG KEOGH PLANProfit-sharing plan
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS401(k)
KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMGMoney purchase plan
Source: U.S. Department of Labor, Form 5500 series, EIN 951750445 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.