Find an old Washington Permanente Medical Group 401(k)

Who to contact about an account in each of the 2 Washington Permanente Medical Group plans, from the filings. Free, no sign-up, no Social Security number.

Wpmg 401(k) Retirement Savings Plan

Washington Permanente Medical Group, P.C. · Plan 001 · EIN 91-1841629 · Renton, WA

Active · plan year 2024 filing401(k)
Plan administratorWashington Permanente Medical Group Retirement Committee
Wpmg Administration, Rcr-A3w-16, PO Box 9010, Renton, WA 98057-9010
Form 5500 ↗
Recordkeeper (who holds the accounts)Schwab Retirement Plan Services IncSchedule C ↗
Former employees with balances719 separated participants still had money in the planForm 5500 ↗

Washington Permanente Medical Group Cash Balance Pension Plan

Washington Permanente Medical Group · Plan 003 · EIN 91-1841629 · Renton, WA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorWashington Permanente Medical Group
1300 SW 27th Street, Renton, WA 98057-9813
Form 5500 ↗
Recordkeeper (who holds the accounts)Schwab Retirement Plan ServicesSchedule C ↗
Former employees with balances440 separated participants still had money in the planForm 5500 ↗

Washington Permanente Medical Group 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 Washington Permanente Medical Group 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Washington Permanente Medical Group Retirement Committee, (206) 630-4370. The accounts are held by the recordkeeper, Schwab Retirement Plan Services Inc. Have your Social Security number and dates of employment ready.

What is the Washington Permanente Medical Group 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (206) 630-4370.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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