Other · DOL Form 5500 · 2024
John Muir Health Retirement Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 5,098
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $270,848
- Avg per participant High balance/head
Official DOL plan name: John Muir Health 403b Plan · Sponsored by John Muir Health · California · Healthcare & Social Assistance
$1.4B in assets, 5,098 participants
John Muir Health's John Muir Health 403b Plan reported $1.4B in total assets and 5,098 participants in its 2024 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.
- #16,748 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
John Muir Health 403b Plan covers 5,098 participants in California, 8.1x the typical California plan (state average ~630 per filing). Assets: $1.4B.
- #16,748
- in Healthcare & Social Assistance (16,916 peers)
- +11.6%
- assets growth YoY
- 14×
- 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 2024 · DOL Form 5500
$1,380,782,280 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
John Muir Health 403b Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (5,098 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- John Muir Health 403b Plan reported net income fell from $187M in the plan year 2023 filing to $143M in the plan year 2024 filing.
- John Muir Health 403b Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
- John Muir Health 403b Plan reported participants rose from 4,867 in the plan year 2023 filing to 5,098 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 941461843 · John Muir Health PY 2024 · Other
John Muir Health 403b Plan · $1.4B · 5,098 · 99th
- PART $1.4B
- TYPE 5,098
- NET 99th
- BOOK Other
- VS-ST near American University Defined Contribution Retirement Plan
- BOY ind #16748
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
California filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $143M |
| Employer EIN | 941461843 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING 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
| 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.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Scale composition for John Muir Health 403b Plan
John Muir Health 403b Plan reports $1.4B in end-of-year assets across 5,098 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $270,848 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2024 was $143M.
This plan identity (EIN 941461843, plan #002) has 4 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.4B (+31.4%) while covered participants moved from 7,357 to 5,098 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,357 | $1.1B | Open filing |
| 2022 | 6,556 | $960M | Open filing |
| 2023 | 4,867 | $1.2B | Open filing |
| 2024 · index core | 5,098 | $1.4B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- John Muir Health Retirement Plan (Defined Benefit (Pension), $630M, 5,189 participants)
John Muir Health 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is American University Defined Contribution Retirement Plan in DC ($1.4B); by covered participants it is Au Health System, Inc. 403(b) Retirement Savings Plan in GA (5,098 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- American University Defined Contribution Retirement Plan (DC) $1.4B · 5,480
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan (PA) $1.3B · 20,405
- Johns Hopkins Health System Corporation 403(b) Plan (MD) $1.3B · 17,081
- Henry Ford Health System Heritage 403(b) Plan (MI) $1.4B · 14,465
Similar participant headcount
Nearest other-state filings by covered participants (5,098 participants); asset peers above are excluded.
- Au Health System, Inc. 403(b) Retirement Savings Plan (GA) 5,098 · 0 off
- Baptist Health Care, Inc. Retirement Savings 403(b) Plan (FL) 5,090 · 8 off
- Jefferson Health New Jersey 403(b) Plan (PA) 5,069 · 29 off
- Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees (NY) 5,142 · 44 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.