Defined Benefit (Pension) · DOL Form 5500 · 2024
John Muir Health Pension Plan
Data updated 2026-08-25
- $630M
- Total assets Above avg plan size
- 5,189
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $121,467
- Avg per participant Near avg balance/head
Official DOL plan name: John Muir Health Retirement Plan · Sponsored by John Muir Health · California · Healthcare & Social Assistance
$630M in assets, 5,189 participants
John Muir Health's John Muir Health Retirement Plan reported $630M in total assets and 5,189 participants in its 2024 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.
- #16,528 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
John Muir Health Retirement Plan covers 5,189 participants in California, 8.2x the typical California plan (state average ~630 per filing). Assets: $630M.
- #16,528
- in Healthcare & Social Assistance (16,916 peers)
- +4.7%
- assets growth YoY
- 6.3×
- 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 2024 · DOL Form 5500
$630,290,022 Top 2% higher than 98% 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 Retirement 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 Retirement Plan lands in the large band (5,189 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- John Muir Health Retirement Plan reported net income rose from $21M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- John Muir Health Retirement Plan end-of-year assets rose from $602M in the plan year 2023 filing to $630M in the plan year 2024 filing.
- John Muir Health Retirement Plan reported participants rose from 5,072 in the plan year 2023 filing to 5,189 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 941461843 · John Muir Health PY 2024 · Defined Benefit (Pension)
John Muir Health Retirement Plan · $630M · 5,189 · 98th
- PHOTO $630M
- PHOTO 5,189
- PHOTO 98th
- PHOTO Defined Benefit (Pension)
- PHOTO near Standard Retirement Plan - Home Office Personnel
- PHOTO ind #16528
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
California filing particulars
| Total Assets (Beginning of Year) | $602M |
|---|---|
| Net Assets (End of Year) | $630M |
| Net Income | $28M |
| Employer EIN | 941461843 |
| Plan Effective Date | 1968-10-01 |
| 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 Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Scale composition for John Muir Health Retirement Plan
John Muir Health Retirement Plan reports $630M in end-of-year assets across 5,189 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $121,467 per participant (88% of the national average assets-per-participant) . Net income for plan year 2024 was $28M.
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 | Open filing |
| 2024 · index core | 5,189 | $630M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- John Muir Health 403b Plan (Other, $1.4B, 5,098 participants)
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 Standard Retirement Plan - Home Office Personnel in OR ($629M); by covered participants it is John Hancock Pension Plan in MA (5,193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($630M here).
- Standard Retirement Plan - Home Office Personnel (OR) $629M · 514
- Ng Es Union Represented Employees Pension Plan (VA) $632M · 867
- Usg Corporation Retirement Plan (IL) $634M · 5,930
- Newell Brands Consolidated Pension Plan (GA) $635M · 1,032
Similar participant headcount
Nearest other-state filings by covered participants (5,189 participants); asset peers above are excluded.
- John Hancock Pension Plan (MA) 5,193 · 4 off
- Ufcw and Safeway Variable Annuity Pension Fund (MD) 5,208 · 19 off
- Southwire Company Hourly Pension Plan (GA) 5,144 · 45 off
- Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund (IL) 5,138 · 51 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.