John Muir Health pension plans

John Muir Health, Walnut Creek, CA. EIN 94-1461843. Annual reports 2009–2024.

John Muir Health has 2 active retirement plans on file. The largest is the John Muir Health 403B Plan, with 7,353 participants and $1.4 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 2
Participants: 14,442
Plan assets: $2.0 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

John Muir Health 403B Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 94-1461843
Participants (2024): 7,353
Net assets (2024): $1.4 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: John Muir Health
1601 Ygnacio Valley Road
Walnut Creek, CA 94598
(925) 939-3000As filed for 2024
In effect since: January 1, 1982

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,353	$1.4 billion	Fidelity
2023	7,595	$1.2 billion	Fidelity
2022	7,525	$1.1 billion	Fidelity
2021	9,461	$1.2 billion	Fidelity
2020	6,682	$1.1 billion	Fidelity
2018	17,566	$804 million	Fidelity
2017	16,870	$843 million	Fidelity
2016	13,042	$717 million	Fidelity
2015	11,612	$650 million	Fidelity
2014	11,682	$639 million	Fidelity
2013	10,742	$598 million	Fidelity
2012	11,188	$492 million	Fidelity
2011	12,667	$426 million	Fidelity
2010	14,874	$404 million	Fidelity
2009	14,757	$337 million	Fidelity

John Muir Health Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 94-1461843
Participants (2024): 7,089
Net assets (2024): $630 million
Administered by: Northern Trust2014–2024
Plan administrator: John Muir Health
1601 Ygnacio Valley Road
Walnut Creek, CA 94598
(925) 939-3000As filed for 2024
In effect since: October 1, 1968

Earlier plan names: John Muir Health Retirement Plan Fka John Muir/Mt Diablo HLTH Systm Rtrmt Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,089	$630 million	Northern Trust
2023	7,018	$602 million	Northern Trust
2022	7,018	$581 million	Northern Trust
2021	6,792	$687 million	Northern Trust
2020	6,682	$645 million	Northern Trust
2019	6,931	$595 million	Northern Trust
2018	6,829	$541 million	Northern Trust
2017	6,813	$521 million	Northern Trust
2016	6,387	$477 million	Northern Trust
2015	6,076	$411 million	Northern Trust
2014	6,257	$398 million	Northern Trust
2013	6,543	$408 million	not listed
2012	6,456	$355 million	not listed
2011	6,330	$306 million	not listed
2010	6,254	$287 million	not listed
2009	6,014	$215 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the John Muir Health 403B Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((925) 939-3000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

John Muir Health 403B Plan

John Muir Health Retirement Plan

If you had money in one of these plans

What these numbers are

Other health care employers in CA