Other · DOL Form 5500 · 2022
John Muir Health Retirement Plan
Data updated 2026-08-25
- $960M
- Total assets Above avg plan size
- 6,556
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $146,463
- Avg per participant Above avg balance/head
Official DOL plan name: John Muir Health 403b Plan · Sponsored by John Muir Health · California · Healthcare & Social Assistance
$960M in assets, 6,556 participants
John Muir Health's John Muir Health 403b Plan reported $960M in total assets and 6,556 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #19,876 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
John Muir Health 403b Plan covers 6,556 participants in California, 10x the typical California plan (state average ~630 per filing). Assets: $960M.
- #19,876
- in Healthcare & Social Assistance (20,060 peers)
- +19.4%
- assets growth YoY
- 9.6×
- vs typical plan assets (national mean)
John Muir Health 403b Plan's outsized position by total assets
John Muir Health 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$960,209,031 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
John Muir Health 403b Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Muir Health 403b Plan lands in the large band (6,556 participants).
DOL schedule card
Filing strip 941461843 · John Muir Health PY 2022 · Other
John Muir Health 403b Plan · $960M · 6,556 · 99th
- IND $960M
- EOY 6,556
- 5500 99th
- ASSETS Other
- PCT near West Virginia University Health System 403(b) Retirement Savings Plan
- EIN ind #19876
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →
John Muir Health 403b Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $804M |
|---|---|
| Net Assets (End of Year) | $960M |
| Net Income | $156M |
| Employer EIN | 941461843 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (John Muir Health)
Sponsor-wide plan assets over time
All John Muir Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.0B 22.422556591861813% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 18,692 | $2.6B |
| 2023 | 2 | 9,939 | $1.8B |
| 2024 | 2 | 10,287 | $2.0B |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Scale composition for John Muir Health 403b Plan
John Muir Health 403b Plan reports $960M in end-of-year assets across 6,556 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $146,463 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2022 was $156M.
This plan identity (EIN 941461843, plan #002) has 4 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.4B (+31.4%) while covered participants moved from 7,357 to 5,098 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,357 | $1.1B | Open filing |
| 2022 | 6,556 | $960M | This page |
| 2023 | 4,867 | $1.2B | Open filing |
| 2024 · index core | 5,098 | $1.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- John Muir Health 403b Plan (Other, $1.4B, 5,098 participants)
- John Muir Health Retirement Plan (Defined Benefit (Pension), $630M, 5,189 participants)
John Muir Health 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is West Virginia University Health System 403(b) Retirement Savings Plan in WV ($960M); by covered participants it is Guthrie 403(b) Retirement Savings Plan in PA (6,526 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($960M here).
- West Virginia University Health System 403(b) Retirement Savings Plan (WV) $960M · 18,993
- Long Island University Retirement Plan (NY) $962M · 1,051
- Retirement Savings Plan for Employees of West Penn Allegheny Health System (PA) $951M · 6,614
- Northwestern University Voluntary Savings Plan (IL) $950M · 15,574
Similar participant headcount
Nearest other-state filings by covered participants (6,556 participants); asset peers above are excluded.
- Guthrie 403(b) Retirement Savings Plan (PA) 6,526 · 30 off
- Pinnacle Health System 403b Tax Sheltered Savings Plan (PA) 6,520 · 36 off
- Sanford 403(b) Retirement Savings Plan (ND) 6,516 · 40 off
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) 6,492 · 64 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.