Plan Ledger DOL Form 5500 · updated monthly

John Muir Health403(b)

JOHN MUIR HEALTH 403B PLAN · WALNUT CREEK, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

John Muir Health reported $964,475 in plan administrative expenses for 2024: 0.07% of average plan assets, above the peer median. Employer contributions averaged $2,971 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 5 years on file its reported administrative ratio fell from 0.10% to 0.07%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 103rd-largest of 9,483 plans among California employers on file, and the 133rd of 11,911 in health care & social assistance. In 2024, employees put in $4.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,380,782,280
Participants with balances7,350
Active participants5,052
Employer contributions$15,008,557
Employee contributions$67,822,091
Employer contribution per active participant$2,971
Average account balance$187,862
Benefits paid to participants$119,974,480
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$1.4B · 7,350 accts · $15.0M emplr
2023$1.2B · 7,325 accts · $65.5M emplr
2022$1.1B · 7,177 accts · $60.1M emplr
2019$960.2M · 6,690 accts · $11.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$803,990
Total administrative$964,475
Employer contributions to the John Muir Health plan · 2024
Employer contribution per active participant$2,971
Median for plans this size$5,259
2024$2,971 per active participant
2023$12,850 per active participant
2022$12,357 per active participant
2019$2,286 per active participant

John Muir Health's 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
LINCOLN NATIONAL CORPORATION · Contract administrator$458,616
FIDELITY INVESTMENTS INST OPS · Loan processing$344,984
WILLIS TOWERS WATSON US LLC · Consulting$160,485

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2024$964,475 · 0.07%
2023$904,457 · 0.08%
2022$994,348 · 0.09%
2019$841,515 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · California
Vituity CA$2.2B · 0.15%
Molina Healthcare, Inc. CA$1.4B · 0.08%
Memorial Health Services CA$1.4B · 0.08%
Sharp Healthcare CA$1.4B · 0.09%
Scripps Health CA$1.3B · 0.11%
Radiology Partners Inc CA$1.0B · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941461843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.