Find an old Permanente Medical Group 401(k)
The Permanente Medical Group, Inc. Salary Deferral Plan
The Permanente Medical Group, Inc. · Plan 013 · EIN 94-2728480 · Pleasanton, CA
| Plan administrator | The Permanente Medical Group, Inc. 5820 Owens Drive, Building E, Floor 2, Pleasanton, CA 94588 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 7,603 separated participants still had money in the plan | Form 5500 ↗ |
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan
The Permanente Medical Group, Inc. · Plan 023 · EIN 94-2728480 · Oakland, CA
| Plan administrator | Kaiser 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 balances | 49 separated participants still had money in the plan | Form 5500 ↗ |
The Permanente Contribution Plan of the Permanente Medical Group, Inc.
The Permanente Medical Group, Inc. · Plan 040 · EIN 94-2728480 · Pleasanton, CA
| Plan administrator | The Permanente Medical Group, Inc. 5820 Owens Drive, Building E, Floor 2, Pleasanton, CA 94588 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 6,247 separated participants still had money in the plan | Form 5500 ↗ |
Kaiser Permanente Employees Pension Plan
The Permanente Medical Group, Inc. · Plan 004 · EIN 94-2728480 · Oakland, CA
| Plan administrator | Kaiser 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 balances | 7,154 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.
The Permanente Medical Group, Inc. · Plan 011 · EIN 94-2728480 · Pleasanton, CA
| Plan administrator | The Permanente Medical Group, Inc. 5820 Owens Drive, Building E, Floor 2, Pleasanton, CA 94588 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 5,370 separated participants still had money in the plan | Form 5500 ↗ |
Kaiser Permanente Optometrists Retirement Plan
The Permanente Medical Group, Inc. · Plan 012 · EIN 94-2728480 · Oakland, CA
| Plan administrator | Kaiser 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 balances | 31 separated participants still had money in the plan | Form 5500 ↗ |
Permanente Medical Group 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually 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
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Permanente Medical Group 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: The Permanente Medical Group, Inc., (925) 737-4699. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the Permanente Medical Group 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (925) 737-4699.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Permanente Medical Group and does not hold accounts. Not financial advice. Report a correction