Find an old Kaiser Permanente 401(k)

Who to contact about an account in each of the 13 Kaiser Permanente plans, from the filings. Free, no sign-up, no Social Security number.

Kaiser Permanente 401(k) Retirement Plan

Kaiser Foundation Health Plan, Inc. · Plan 025 · EIN 94-1340523 · Oakland, CA

Active · plan year 2025 filing401(k)
Plan administratorKaiser Foundation Health Plan, Inc.
One Kaiser Plaza,, 20b, Oakland, CA 94612
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances20,024 separated participants still had money in the planForm 5500 ↗

Kaiser Permanente Tax Sheltered Annuity Plan

Kaiser Foundation Health Plan, Inc. · Plan 039 · EIN 94-1340523 · Oakland, CA

Active · plan year 2025 filing401(k)
Plan administratorKaiser Foundation Health Plan, Inc.
One Kaiser Plaza, 20b, Oakland, CA 94612
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances22,541 separated participants still had money in the planForm 5500 ↗

Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust

Kaiser Foundation Health Plan of the Northwest · Plan 027 · EIN 93-0798039 · Portland, OR

Active · plan year 2024 filingProfit-sharing
Plan administratorTrustees of the Oregon Federation of Nurses - Kaiser Foundation
PO Box 4148, Portland, or 97208
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances265 separated participants still had money in the planForm 5500 ↗

Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust

Kaiser Foundation Health Plan, Inc. · Plan 027 · EIN 94-1340523 · Portland, OR

Active · plan year 2025 filingProfit-sharing
Plan administratorKaiser Foundation Health Plan, Inc.
500 NE Multnomah St. Suite 100, Portland, or 97232
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances254 separated participants still had money in the planForm 5500 ↗

Kaiser Permanente Supplemental Savings and Retirement Plan

Kaiser Foundation Health Plan, Inc. · Plan 003 · EIN 94-1340523 · Oakland, CA

Active · plan year 2025 filingRetirement
Plan administratorKaiser Foundation Health Plan, Inc.
One Kaiser Plaza, 20b, Oakland, CA 94612
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances12,864 separated participants still had money in the planForm 5500 ↗

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups

Kaiser Foundation Health Plan, Inc. · Plan 005 · EIN 94-1340523 · Oakland, CA

Active · plan year 2025 filingRetirement
Plan administratorKaiser Foundation Health Plan, Inc.
One Kaiser Plaza, 20b, Oakland, CA 94612
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances2,169 separated participants still had money in the planForm 5500 ↗

Kaiser Permanente Washington Defined Contribution Plan

Kaiser Foundation Health Plan of Washington · Plan 008 · EIN 91-0511770 · Oakland, CA

Active · plan year 2024 filingRetirement
Plan administratorKaiser Foundation Health Plan, Inc.
One Kaiser Plaza, 20b, Oakland, CA 94612
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances4,408 separated participants still had money in the planForm 5500 ↗

Kaiser Permanente Washington Defined Contribution Plan

Kaiser Foundation Health Plan, Inc. · Plan 008 · EIN 94-1340523 · Oakland, CA

Active · plan year 2025 filingRetirement
Plan administratorKaiser Foundation Health Plan, Inc.
One Kaiser Plaza, 20b, Oakland, CA 94612
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances3,912 separated participants still had money in the planForm 5500 ↗

Kaiser Permanente Northwest Supplemental Retirement Plan

Kaiser Foundation Health Plan, Inc. · Plan 017 · EIN 94-1340523 · Oakland, CA

Active · plan year 2025 filingRetirement
Plan administratorKaiser Foundation Health Plan, Inc.
One Kaiser Plaza, 20b, Oakland, CA 94612
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances102 separated participants still had money in the planForm 5500 ↗

Kaiser Permanente Retirement Plan

Kaiser Foundation Health Plan, Inc. · Plan 001 · EIN 94-1340523 · Oakland, CA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorKaiser Foundation Health Plan, Inc.
One Kaiser Plaza, 20th Floor, 20b, Oakland, CA 94612
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances38,882 separated participants still had money in the planForm 5500 ↗

Kaiser Permanente Tax Sheltered Annuity Plan

Kaiser Foundation Health Plan, Inc. · Plan 033 · EIN 94-1340523 · Oakland, CA

Terminated · plan year 2023 filing401(k)
Plan administratorKaiser Foundation Health Plan, Inc.
One Kaiser Plaza, 20b, Oakland, CA 94612
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Kaiser Permanente Tax Sheltered Annuity Plan II

Kaiser Foundation Health Plan, Inc. · Plan 037 · EIN 94-1340523 · Oakland, CA

Terminated · plan year 2023 filing401(k)
Plan administratorKaiser Foundation Health Plan, Inc.
One Kaiser Plaza, 20b, Oakland, CA 94612
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Kaiser Permanente Washington 403(b) Plan

Kaiser Foundation Health Plan of Washington · Plan 007 · EIN 91-0511770 · Oakland, CA

Terminated · plan year 2023 filing403(b)
Plan administratorKaiser Foundation Health Plan, Inc.
One Kaiser Plaza, 20b, Oakland, CA 94612
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Kaiser Permanente 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Kaiser Permanente 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Kaiser Foundation Health Plan, Inc., (510) 271-5940. The accounts are held by the recordkeeper, The Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Kaiser Permanente 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (510) 271-5940.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Kaiser Permanente and does not hold accounts. Not financial advice. Report a correction