Defined Benefit (Pension) · DOL Form 5500 · 2022
John Muir Health Pension Plan
Data updated 2026-08-11
- $581M
- Total assets
- 4,779
- Participants
- 98th
- Percentile by assets
- $121,652
- Avg per participant
Official DOL plan name: John Muir Health Retirement Plan · Sponsored by John Muir Health · California · Healthcare & Social Assistance
$581M in assets, 4,779 participants
John Muir Health's John Muir Health Retirement Plan reported $581M in total assets and 4,779 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,730 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
John Muir Health Retirement Plan covers 4,779 participants in California, 7.6x the typical California plan (state average ~630 per filing). Assets: $581M.
- $581M
- total plan assets (2022 EOY)
- 4,779
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $121,652
- avg assets per participant
The plan reported a net loss of $106M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. John Muir Health Retirement Plan reports 4,779 participants - 7.6x that state average ($581M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $687M |
|---|---|
| Net Assets (End of Year) | $581M |
| Net Income | -$106M |
| Employer EIN | 941461843 |
| Plan Effective Date | 1968-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (John Muir Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 18,692 | $2.6B |
| 2023 | 2 | 9,939 | $1.8B |
| 2024 | 2 | 10,287 | $2.0B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
John Muir Health Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to John Muir Health Retirement Plan by total assets, not by location.
- Teamsters Union No. 142 Pension Fund (IN) $582M · 1,888
- Indiana Carpenters Pension Fund (MI) $582M · 2,886
- Retirement Plan for Employees of the Univ of Miami (FL) $584M · 2,188
- Local 338 Retirement Fund (NY) $578M · 2,577
Frequently Asked Questions
How did John Muir Health Retirement Plan assets move in 2022? ▼
How have John Muir Health plan assets changed over time? ▼
Where does John Muir Health Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to John Muir Health Retirement Plan? ▼
Next read for John Muir Health Retirement Plan
Filing takeaways
Ways to act on John Muir Health Retirement Plan's numbers.
- By total assets, John Muir Health Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- John Muir Health's sponsor-wide assets have declined 22.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans