Defined Benefit (Pension) · DOL Form 5500 · 2023

John Muir Health Pension Plan

Data updated 2026-08-25

$602M
Total assets Above avg plan size
5,072
Participants Above avg headcount
98th
Percentile by assets National rank
$118,657
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,310
in Healthcare & Social Assistance (17,684 peers)
+3.5%
assets growth YoY
6.0×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$601,828,335 Top 2% higher than 98% of 127,068 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 2023

John Muir Health Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 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 (5,072 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941461843 · John Muir Health PY 2023 · Defined Benefit (Pension)

John Muir Health Retirement Plan · $602M · 5,072 · 98th

  • TYPE $602M
  • TYPE 5,072
  • TYPE 98th
  • TYPE Defined Benefit (Pension)
  • TYPE near Alaska Laborers-Employers Retirement Fund
  • TYPE ind #17310

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

Tiffany and Company Pension PlanTiffany and Company Pension …$603MTeamsters Union No. 142 Pension FundTeamsters Union No. 142 Pens…$603MAlaska Laborers-Employers Retirement FundAlaska Laborers-Employers Re…$602MJohn Muir Health Retirement PlanJohn Muir Health Retirement …$602MRochester General Health System Employee Retirement PlanRochester General Health Sys…$601M
End-of-year total assets ($M) among John Muir Health Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$581M
Net Assets (End of Year)$602M
Net Income$21M
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): 0.601828335 · Participants: 5072John Muir Health Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
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 →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Alaska Laborers-Employers Retirement Fund in WA ($602M); by covered participants it is General Dynamics Retirement Plan (Electric Boat) in VA (5,069 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($602M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,072 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
John Muir Health Retirement Plan edged up modestly - up 3.5% during 2023, from $581M to $602M. Reported net income was $21M.
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 127,072 plans that reported assets for plan year 2023 (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 Alaska Laborers-Employers Retirement Fund in WA ($602M, 1,440 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 General Dynamics Retirement Plan (Electric Boat) in VA (5,069 participants, $4.5B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.