Permanente Medical Group 401(k) match, vesting and fees
What 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Permanente Medical Group: employer contribution per participant | — | |
| Peer median | $2,155 |
| Permanente Medical Group: average balance | $341,198 | |
| Peer median | $66,935 |
| Permanente Medical Group: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.08% |
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 $8.5B at the end of plan year 2023 to $9.9B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 30,066 | $9.9B | — | — | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 29,643 | $8.5B | — | — | 0.02% | Not published | Form 5500 ↗ |
Other Permanente Medical Group plans (5)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Permanente Medical Group, Inc. Salary Deferral 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 | 401(k) · Active | Form 5500 ↗ |
The Permanente Contribution Plan of the Permanente Medical Group, Inc.
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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Kaiser Permanente Employees Pension 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 ↗ |
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.
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 Optometrists 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 ↗ |
Common questions
Does Permanente Medical Group match 401(k) contributions?
The match terms for the The Permanente Medical Group, Inc. Salary Deferral Plan have not been published from its filing yet.
When is the Permanente Medical Group 401(k) match vested?
The vesting schedule for the The Permanente Medical Group, Inc. Salary Deferral Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Permanente Medical Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The Permanente Medical Group, Inc..
I left 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 (The Permanente Medical Group, Inc., (925) 737-4699) or the recordkeeper, Fidelity Investments Institutional. The Permanente Medical Group old 401(k) page lists the contacts from every plan filing. Find an old Permanente Medical Group 401(k)
Data from the public Form 5500 annual reports Permanente Medical Group 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 Permanente Medical Group. Not financial advice. Report a correction · Methodology