Defined Benefit (Pension) · DOL Form 5500 · 2024
John Muir Health Pension Plan
Data updated 2026-08-11
- $630M
- Total assets
- 5,189
- Participants
- 98th
- Percentile by assets
- $121,467
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $630M
- total plan assets (2024 EOY)
- 5,189
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $121,467
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. John Muir Health Retirement Plan reports 5,189 participants - 8.2x that state average ($630M EOY assets).
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)
| 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 $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)
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.
- 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
Frequently Asked Questions
How did John Muir Health Retirement Plan assets move in 2024? ▼
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