Defined Benefit (Pension) · DOL Form 5500 · 2022

John Muir Health Pension Plan

Data updated 2026-08-25

$581M
Total assets Above avg plan size
4,779
Participants Above avg headcount
98th
Percentile by assets National rank
$121,652
Avg per participant Near avg balance/head
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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.

  • #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.

#19,730
in Healthcare & Social Assistance (20,060 peers)
-15.4%
assets change YoY
5.8×
vs typical plan assets (national mean)

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.

John Muir Health Retirement Plan's outsized position by total assets

John Muir Health Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$581,373,431 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Retirement 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 Retirement Plan lands in the large band (4,779 participants).

Form 5500 schedule snapshot

Filing strip 941461843 · John Muir Health PY 2022 · Defined Benefit (Pension)

John Muir Health Retirement Plan · $581M · 4,779 · 98th

  • BOY $581M
  • BOY 4,779
  • BOY 98th
  • BOY Defined Benefit (Pension)
  • BOY near Teamsters Union No. 142 Pension Fund
  • BOY ind #19730

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 Retirement Plan in the asset neighbourhood

Retirement Plan for Employees of the Univ of MiamiRetirement Plan for Employee…$584MIndiana Carpenters Pension FundIndiana Carpenters Pension F…$582MTeamsters Union No. 142 Pension FundTeamsters Union No. 142 Pens…$582MJohn Muir Health Retirement PlanJohn Muir Health Retirement …$581MLocal 338 Retirement Fund$578M
End-of-year total assets ($M) among John Muir Health Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$687M
Net Assets (End of Year)$581M
Net Income-$106M
Employer EIN941461843
Plan Effective Date1968-10-01
Filing StatusFILING 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
$1.5B$2B$2.5B$3B 202220232024 $2.59B $2.01B ▼ -22.4%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants John Muir Health Retirement Plan, Total assets ($B): 0.581373431 · Participants: 4779John Muir Health Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
John Muir Health Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare John Muir Health Retirement Plan side-by-side with 3 peers →

John Muir Health Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Teamsters Union No. 142 Pension Fund in IN ($582M); by covered participants it is Novo Nordisk Inc. Money Purchase Plan in NJ (4,794 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($581M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,779 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did John Muir Health Retirement Plan assets move in 2022? ▼
John Muir Health Retirement Plan declined sharply - down 15.4% during 2022, from $687M to $581M. Reported net income was -$106M.
How have John Muir Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Muir Health's sponsor-wide assets declined 22.4%, from $2.6B to $2.0B.
Where does John Muir Health Retirement Plan rank by assets among Form 5500 filers? ▼
John Muir Health Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to John Muir Health Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters Union No. 142 Pension Fund in IN ($582M, 1,888 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to John Muir Health Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Novo Nordisk Inc. Money Purchase Plan in NJ (4,794 participants, $782M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941461843.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.