Kaiser Permanente 401(k) match, vesting and fees
What Kaiser Permanente'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 31 defined-contribution plans in health care and social assistance with 50,000 or more participants.
| Kaiser Permanente: employer contribution per participant | $1,216 | |
| Peer median | $1,711 |
| Kaiser Permanente: average balance | $127,520 | |
| Peer median | $88,270 |
| Kaiser Permanente: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.07% |
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 $19.7B at the end of plan year 2023 to $22.5B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 179,236 | $22.5B | $215M | $1,216 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 178,486 | $19.7B | $175M | $997 | 0.04% | Not published | Form 5500 ↗ |
Other Kaiser Permanente plans (10)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Kaiser Permanente Tax Sheltered Annuity 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.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust
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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Kaiser Permanente Supplemental Savings and Retirement 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.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups
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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Kaiser Permanente Washington Defined Contribution 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.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Kaiser Permanente Northwest Supplemental Retirement 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.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Kaiser Permanente Retirement 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) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Kaiser Permanente Tax Sheltered Annuity 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.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Moss Adams LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Kaiser Permanente Tax Sheltered Annuity Plan II
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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Moss Adams LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Kaiser Permanente Washington 403(b) 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.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Moss Adams LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Kaiser Permanente match 401(k) contributions?
The match terms for the Kaiser Permanente 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $215M in employer contributions, about $1,216 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kaiser Permanente 401(k) match vested?
The vesting schedule for the Kaiser Permanente 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kaiser Permanente 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Kaiser Foundation Health Plan, Inc..
I left Kaiser Permanente. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kaiser Foundation Health Plan, Inc., (510) 271-5940) or the recordkeeper, The Vanguard Group, Inc.. The Kaiser Permanente old 401(k) page lists the contacts from every plan filing. Find an old Kaiser Permanente 401(k)
Data from the public Form 5500 annual reports Kaiser Permanente filed with the U.S. Department of Labor (plan years 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 Kaiser Permanente. Not financial advice. Report a correction · Methodology