KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN

Plan Contact

  • Address: ONE KAISER PLAZA,,OAKLAND,CA
  • Contact person: MARYANN KHINDA-LOMBARDO
  • Phone: (510) 271-5940

Plan General Information

KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN is $503,542,664.00.This plan was established in 1992.

KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN is 11641

KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN is $43,255.00

KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN is approximately $3,366.00
Investing in this additonal $3,366.00 for 20 years would give you extra $215,436.00, assuming a 10% annual return.

KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN is 19.34%.

KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN is 17.09%. This measures the effectiveness of the plan participants' investments in the year.

KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN is 0.03%.

Enrollment Features

KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …