John Muir Health 403(b) match, vesting and fees
What John Muir Health's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Inst Ops | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| John Muir Health: employer contribution per participant | $2,042 | |
| Peer median | $1,895 |
| John Muir Health: average balance | $187,862 | |
| Peer median | $71,034 |
| John Muir Health: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.2B at the end of plan year 2021 to $1.4B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,353 | $1.4B | $15M | $2,042 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 7,595 | $1.2B | $65.5M | $8,943 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 7,525 | $1.1B | $60.1M | $8,380 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 9,461 | $1.2B | $11.2M | $2,759 | 0.09% | Not published | Form 5500 ↗ |
Other John Muir Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
John Muir Health Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Northern Trust Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does John Muir Health match 401(k) contributions?
The match terms for the John Muir Health 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $15M in employer contributions, about $2,042 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the John Muir Health 401(k) match vested?
The vesting schedule for the John Muir Health 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the John Muir Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Inst Ops. The plan administrator is John Muir Health.
I left John Muir Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (John Muir Health, (925) 939-3000) or the recordkeeper, Fidelity Investments Inst Ops. The John Muir Health old 401(k) page lists the contacts from every plan filing. Find an old John Muir Health 401(k)
Data from the public Form 5500 annual reports John Muir Health filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with John Muir Health. Not financial advice. Report a correction · Methodology