Colorado Permanente Medical Group 401(k) match, vesting and fees
What Colorado Permanente Medical Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Colorado Permanente Medical Group: employer contribution per participant | $9,688 | |
| Peer median | $1,358 |
| Colorado Permanente Medical Group: average balance | $630,579 | |
| Peer median | $44,442 |
| Colorado Permanente Medical Group: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $966M at the end of plan year 2021 to $1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,736 | $1B | $15.4M | $9,688 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 1,786 | $920M | $14.6M | $8,776 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 1,801 | $786M | $24.6M | $14,713 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 1,720 | $966M | $9.6M | $5,643 | 0.04% | Not published | Form 5500 ↗ |
Other Colorado Permanente Medical Group plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Permanente Physicians Retirement Plan for Cpmg
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Colorado Permanente Medical Group, P.C. Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Colorado Permanente Medical Group match 401(k) contributions?
The match terms for the Colorado Permanente Medical Group, P.C. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $15.4M in employer contributions, about $9,688 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Colorado Permanente Medical Group 401(k) match vested?
The vesting schedule for the Colorado Permanente Medical Group, P.C. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Colorado Permanente Medical Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Colorado Permanente Medical Group, P.C..
I left Colorado Permanente Medical Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Colorado Permanente Medical Group, P.C., (303) 344-7777) or the recordkeeper, Schwab Retirement Plan Services,inc. The Colorado Permanente Medical Group old 401(k) page lists the contacts from every plan filing. Find an old Colorado Permanente Medical Group 401(k)
Data from the public Form 5500 annual reports Colorado Permanente Medical Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Colorado Permanente Medical Group. Not financial advice. Report a correction · Methodology