Plan5500

Scpmg Keogh Plan — Form 5500 plan (Southern California Permanente Medical Group)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Scpmg Keogh Plan is a benefit plan reported by Southern California Permanente Medical Group under EIN 95-1750445 and plan number 008. The latest loaded filing year is 2023. The filing reports 11,295 participants and $6,822,267,649 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.8BPlan net assets, end of year$6,822,267,649
Participants11.3KCovered participants reported11,295
Assets / participant$604KComputed: assets ÷ participants$604,008 (computed)
Provider compensation$4.9M75 Schedule C provider row(s)$4,885,688
Plan sponsor
Southern California Permanente Medical Group
EIN
95-1750445
Plan number
008
Plan type
2
Location
Pasadena, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    11,295 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.8B total assets
Net assets$6.8BLiabilities—
Money in vs. money out
Total income / additions$1.4B
Total expenses$173.5M
Benefits paid / distributions$167.7M
Contributions
EmployerNot reported
Participant$291.9M
Full reported line items

Net assets

Total assets (EOY)
$6,822,267,649
Net assets (EOY)
$6,822,267,649
Net assets (BOY)
$5,599,096,297

Income & contributions

Participant contributions
$291,914,697
Total contributions
$291,938,332
Total income / additions
$1,396,634,497

Expenses & distributions

Benefits paid
$167,724,508
Administrative expenses
$4,863,683
Total expenses
$173,463,145
Net increase / (decrease)
$1,223,171,352
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Financial Engines Inc$2M
    NONE · Direct $2M
  2. 2
    Ewg Elevate Inc$686.8K
    NONE · Direct $686.8K
  3. 3
    Stratos Wealth Partners Ltd$181.3K
    NONE · Direct $181.3K
  4. 4
    Signature Estate & Investment$140.2K
    NONE · Direct $140.2K
  5. 5
    Great Gable Advisors LLC$120.3K
    NONE · Direct $120.3K
  6. 6
    Lmcg Investments LLC$106.6K
    NONE · Direct $106.6K
  7. 7
    Creative Planning LLC$105.7K
    NONE · Direct $105.7K
  8. 8
    Avantax Advisory Services Inc$100.8K
    NONE · Direct $100.8K
  9. 9
    Charles Schwab & Co., Inc.$100.7K
    NONE · Direct $100.6K · Indirect $16
  10. 10
    Fisher Investments$85.8K
    NONE · Direct $85.8K
  11. 11
    Cliftonlarsonallen$83K
    NONE · Direct $83K
  12. 12
    Envestnet Asset Management Inc$60.3K
    NONE · Direct $60.3K
  13. 13
    Ep Wealth Advisors LLC$55.7K
    NONE · Direct $55.7K
  14. 14
    Alphacore Capital LLC$50.6K
    NONE · Direct $50.6K
  15. 15
    First Foundation Advisors$46.9K
    NONE · Direct $46.9K
  16. 16
    Corient Private Wealth LLC$42.9K
    NONE · Direct $42.9K
  17. 17
    Financial Engines Advisors LLC$42.6K
    NONE · Direct $42.6K
  18. 18
    Alpha Cubed Investments LLC$37.6K
    NONE · Direct $37.6K
  19. 19
    Park Capital Group Inc$33.2K
    NONE · Direct $33.2K
  20. 20
    Symmetry Partners$32.3K
    NONE · Direct $32.3K
  21. 21
    Halbert Hargrove Global Adviso$31.8K
    NONE · Direct $31.8K
  22. 22
    Miracle Mile Advisors LLC$29.7K
    NONE · Direct $29.7K
  23. 23
    Lido Advisors LLC$26.8K
    NONE · Direct $26.8K
  24. 24
    First Republic Investment Mana$26.6K
    NONE · Direct $26.6K
  25. 25
    Morningstar Investment Service$25.5K
    NONE · Direct $25.5K
  26. 26
    Wells Fargo Advisors$25.1K
    NONE · Direct $25.1K
  27. 27
    Pure Financial Advisors LLC$23.6K
    NONE · Direct $23.6K
  28. 28
    Cerda Munoz Advisors Inc$23.5K
    NONE · Direct $23.5K
  29. 29
    Check Capital Management Inc$22.9K
    NONE · Direct $22.9K
  30. 30
    Axxcess Wealth Management LLC$20.7K
    NONE · Direct $20.7K
  31. 31
    Brinker Capital Investments Ll$20.1K
    NONE · Direct $20.1K
  32. 32
    Steelpeak Wealth LLC$19.8K
    NONE · Direct $19.8K
  33. 33
    Flexible Plan Investments Ltd$19.5K
    NONE · Direct $19.5K
  34. 34
    Claraphi Advisory Network LLC$18.8K
    NONE · Direct $18.8K
  35. 35
    Callan Capital LLC$18.3K
    NONE · Direct $18.3K
  36. 36
    Mercer Global Advisors Inc$17.6K
    NONE · Direct $17.6K
  37. 37
    Lpl Financial LLC$16K
    NONE · Direct $16K
  38. 38
    Kayne Anderson Rudnick$15.6K
    NONE · Direct $15.6K
  39. 39
    Hightower Advisors LLC$15.5K
    NONE · Direct $15.5K
  40. 40
    Gordon Asset Management LLC$15K
    NONE · Direct $15K
  41. 41
    Financial Management Network$14.7K
    NONE · Direct $14.7K
  42. 42
    Cheviot Value Management LLC$14.2K
    NONE · Direct $14.2K
  43. 43
    Pacific Global Investment Mana$14.1K
    NONE · Direct $14.1K
  44. 44
    Pfg Advisors LLC$12.9K
    NONE · Direct $12.9K
  45. 45
    Weatherly Asset Management Lp$12.8K
    NONE · Direct $12.8K
  46. 46
    Strategic Wealth Advisors LLC$12.7K
    NONE · Direct $12.7K
  47. 47
    Empirical Financial Services L$12.1K
    NONE · Direct $12.1K
  48. 48
    Pacific Capital Wealth Advisor$12.1K
    NONE · Direct $12.1K
  49. 49
    Elm Money Management LLC$12K
    NONE · Direct $12K
  50. 50
    Fischer Investment Strategies$11.8K
    NONE · Direct $11.8K
  51. 51
    Western Int'L Securities Inc$11.5K
    NONE · Direct $11.5K
  52. 52
    Cambridge Investment Research$11.3K
    NONE · Direct $11.3K
  53. 53
    Gould Asset Management LLC$11.3K
    NONE · Direct $11.3K
  54. 54
    Matson Money Inc$11K
    NONE · Direct $11K
  55. 55
    Larson Financial Group LLC$11K
    NONE · Direct $11K
  56. 56
    Buckingham Strategic Partners$10.9K
    NONE · Direct $10.9K
  57. 57
    Aspiriant LLC$10.3K
    NONE · Direct $10.3K
  58. 58
    Osher Van De Voorde Investment$10.2K
    NONE · Direct $10.2K
  59. 59
    Jaffe Asset Management LLC$9.9K
    NONE · Direct $9.9K
  60. 60
    Schwab Retirement Plan Services,Inc$9.3K
    NONE · Direct $9.3K
  61. 61
    Marrick Wealth$9.3K
    NONE · Direct $9.3K
  62. 62
    Independent Financial Group Ll$9.1K
    NONE · Direct $9.1K
  63. 63
    Colorado Financial Service Cor$8.2K
    NONE · Direct $8.2K
  64. 64
    Sitrin Capital Management LLC$7.6K
    NONE · Direct $7.6K
  65. 65
    Gerber Kawasaki Wealth &$7.5K
    NONE · Direct $7.5K
  66. 66
    Signature Investment Advisors$7.3K
    NONE · Direct $7.3K
  67. 67
    Apriem Advisors$7.2K
    NONE · Direct $7.2K
  68. 68
    Private Management Group Inc$7K
    NONE · Direct $7K
  69. 69
    Arete Wealth Advisors LLC$6.8K
    NONE · Direct $6.8K
  70. 70
    Schneiders Capital Management$6.6K
    NONE · Direct $6.6K
  71. 71
    Sowell Financial Services LLC$5.7K
    NONE · Direct $5.7K
  72. 72
    Motley Fool Wealth Management$5.3K
    NONE · Direct $5.3K
  73. 73
    Measured Risk Portfolios Inc.$5.3K
    NONE · Direct $5.3K
  74. 74
    Plancorp LLC$5.1K
    NONE · Direct $5.1K
  75. 75
    Moneta Group Investment Adv$5K
    NONE · Direct $5K

What to inspect next

Frequently asked questions

Who sponsors the Scpmg Keogh Plan?
Scpmg Keogh Plan is reported as sponsored by Southern California Permanente Medical Group (EIN 95-1750445, plan number 008) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Scpmg Keogh Plan?
The latest Form 5500 filing year loaded for Scpmg Keogh Plan is 2023.
How many participants does Scpmg Keogh Plan report?
Scpmg Keogh Plan reports 11,295 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Scpmg Keogh Plan?
Scpmg Keogh Plan reports $6,822,267,649 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages