Plan Ledger DOL Form 5500 · updated monthly

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.

Plan summary
Net assets, end of year$7,873,239,427
Participants with balances8,803
Active participants11,088
Employer contributions—
Employee contributions$291,191,919
Employer contribution per active participant—
Average account balance$894,381
Benefits paid to participants$313,503,671
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.9B · 8,803 accts
2023$6.8B · 8,637 accts
2022$5.6B · 8,504 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,838
Investment management$5,722,329
Total administrative$5,768,474
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 · 202412
FINANCIAL ENGINES INC · Investment management$2,226,523
EWG ELEVATE INC · Investment advisory (participants)$771,509
FINANCIAL ENGINES ADVISORS LLC · Investment advisory (participants)$237,307
SIGNATURE ESTATE & INVESTMENT · Investment advisory (participants)$187,699
STRATOS WEALTH PARTNERS LTD · Investment advisory (participants)$185,329
LMCG INVESTMENTS LLC · Investment advisory (participants)$139,352
GREAT GABLE ADVISORS LLC · Investment advisory (participants)$137,340
FISHER INVESTMENTS · Investment advisory (participants)$134,895
CREATIVE PLANNING LLC · Investment advisory (participants)$133,132
CHARLES SCHWAB & CO., INC. · Securities brokerage$114,069
ENVESTNET ASSET MANAGEMENT INC · Investment advisory (participants)$111,358

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
Same employer
Similar plansHealth Care & Social Assistance · California
Sutter Health CA$7.6B · 0.03%
Stanford Health Care CA$6.9B · 0.03%

Why are you looking at this plan?

Compare

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.