Other · DOL Form 5500 · 2023

John Muir Health Retirement Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
4,867
Participants Above avg headcount
99th
Percentile by assets National rank
$254,236
Avg per participant Above avg balance/head
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Official DOL plan name: John Muir Health 403b Plan · Sponsored by John Muir Health · California · Healthcare & Social Assistance

$1.2B in assets, 4,867 participants

John Muir Health's John Muir Health 403b Plan reported $1.2B in total assets and 4,867 participants in its 2023 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.

  • #17,517 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

John Muir Health 403b Plan covers 4,867 participants in California, 7.7x the typical California plan (state average ~630 per filing). Assets: $1.2B.

#17,517
in Healthcare & Social Assistance (17,684 peers)
+17.8%
assets growth YoY
12×
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 2023 · DOL Form 5500

$1,237,367,116 Top 1% higher than 99% 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 403b 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 403b Plan lands in the large band (4,867 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John Muir Health 403b Plan end-of-year assets rose from $960M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
  • John Muir Health 403b Plan reported participants fell from 6,556 in the plan year 2022 filing to 4,867 in the plan year 2023 filing.
  • John Muir Health 403b Plan reported net income rose from $156M in the plan year 2022 filing to $187M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941461843 · John Muir Health PY 2023 · Other

John Muir Health 403b Plan · $1.2B · 4,867 · 99th

  • EBSA $1.2B
  • EBSA 4,867
  • EBSA 99th
  • EBSA Other
  • EBSA near Childrens Healthcare of Atlanta Inc Share Plan
  • EBSA ind #17517

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

American University Defined Contribution Retirement PlanAmerican University Defined …$1.3BUniversity of Wisconsin Medical Foundation Physicians Retirement PlanUniversity of Wisconsin Medi…$1.3BChildrens Healthcare of Atlanta Inc Share PlanChildrens Healthcare of Atla…$1.3BJohn Muir Health 403b Plan$1.2BDepaul University 403(b) Retirement PlanDepaul University 403(b) Ret…$1.2B
End-of-year total assets ($B) among John Muir Health 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.2B
Net Income$187M
Employer EIN941461843
Plan Effective Date1982-01-01
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 Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

John Muir Health 403b Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. 0100002000030000400005000060000 051015 Total assets ($B) Participants John Muir Health 403b Plan, Total assets ($B): 1.237367116 · Participants: 4867John Muir Health 403b PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
John Muir Health 403b Plan vs. nearby Other plans in California, assets vs. participants

John Muir Health 403b Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Childrens Healthcare of Atlanta Inc Share Plan in GA ($1.3B); by covered participants it is New York University Retirement Plan for Adjunct Faculty Members in NY (4,868 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,867 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 403b Plan assets move in 2023? ▼
John Muir Health 403b Plan grew sharply - up 17.8% during 2023, from $1.1B to $1.2B. Reported net income was $187M.
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 403b Plan rank by assets among Form 5500 filers? ▼
John Muir Health 403b Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to John Muir Health 403b Plan? ▼
Among Other plans in other states, the closest by assets is Childrens Healthcare of Atlanta Inc Share Plan in GA ($1.3B, 13,019 participants).
Which Other plans cover a similar participant headcount to John Muir Health 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is New York University Retirement Plan for Adjunct Faculty Members in NY (4,868 participants, $43M in assets).