Defined Benefit (Pension) · DOL Form 5500 · 2023
John Muir Health Pension Plan
Data updated 2026-08-11
- $602M
- Total assets
- 5,072
- Participants
- 98th
- Percentile by assets
- $118,657
- Avg per participant
Official DOL plan name: John Muir Health Retirement Plan · Sponsored by John Muir Health · California · Healthcare & Social Assistance
$602M in assets, 5,072 participants
John Muir Health's John Muir Health Retirement Plan reported $602M in total assets and 5,072 participants in its 2023 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 127,072 plans)
- #17,310 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
John Muir Health Retirement Plan covers 5,072 participants in California, 8.0x the typical California plan (state average ~630 per filing). Assets: $602M.
- $602M
- total plan assets (2023 EOY)
- 5,072
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $118,657
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- John Muir Health Retirement Plan reported net income rose from -$106M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- John Muir Health Retirement Plan reported participants rose from 4,779 in the plan year 2022 filing to 5,072 in the plan year 2023 filing.
- John Muir Health Retirement Plan end-of-year assets rose from $581M in the plan year 2022 filing to $602M in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. John Muir Health Retirement Plan reports 5,072 participants - 8.0x that state average ($602M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $581M |
|---|---|
| Net Assets (End of Year) | $602M |
| Net Income | $21M |
| 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 $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Scale composition for John Muir Health Retirement Plan
John Muir Health Retirement Plan reports $602M in end-of-year assets across 5,072 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $118,657 per participant (86% of the national average assets-per-participant) . Net income for plan year 2023 was $21M.
This plan identity (EIN 941461843, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $581M to $630M (+8.4%) while covered participants moved from 4,779 to 5,189 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,779 | $581M | Open filing |
| 2023 | 5,072 | $602M | This page |
| 2024 · index core | 5,189 | $630M | 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)
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.
- Alaska Laborers-Employers Retirement Fund (WA) $602M · 1,440
- Teamsters Union No. 142 Pension Fund (IN) $603M · 1,982
- Rochester General Health System Employee Retirement Plan (NY) $601M · 7,969
- Tiffany and Company Pension Plan (NY) $603M · 850
Frequently Asked Questions
How did John Muir Health Retirement Plan assets move in 2023? ▼
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