PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. John Muir Medical Group
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

John Muir Medical Group

EIN 68-0360427-hospital & health care-Latest filing 2025
Plans
5
Retirement
4
$271.4M assets
Health & Benefits
1
$9.9M premiums
Participants
750
1450 TREAT BLVD STE 350 - WALNUT CREEK, CA 94597925-952-2800LinkedIn201-500 employeeshospital & health care
Plans on this EIN
5 filings
#002401(k)-$93.8M - 106 part#003401(k)-$89.7M - 105 part#004401(k)-$56.4M - 89 part#005401(k)-$31.5M - 72 part#501Fully insured-$9.9M - 1,266 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

4 plans aggregated / $271.4M assets / 372 participants

Assets by plan

Share of aggregate retirement assets

  • SHARING 401K PLAN (#002)$93.8M
  • SHARING 401K PLAN (#003)$89.7M
  • PROFIT SHARING 401(K) (#004)$56.4M
  • PROFIT SHARING 401(K) (#005)$31.5M
Total $271.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SHARING 401K PLAN (#002)106
  • SHARING 401K PLAN (#003)105
  • PROFIT SHARING 401(K) (#004)89
  • PROFIT SHARING 401(K) (#005)72
Total 372Select a row to open it

Benefits portfolio analytics

1 plan / $9.9M premiums / 1,266 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.8M
  • Prescription drug$7.8M
  • Other$654K
  • Dental$568K
  • Long-term disability$433K
  • Short-term disability$392K
  • +2 more
Total $9.9M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

JOHN MUIR MEDICAL GROUP #001 PROFIT SHARING 401K PLAN

401(k)

Assets$93.8M
Participants106
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

JOHN MUIR MEDICAL GROUP #002 PROFIT SHARING 401K PLAN

401(k)

Assets$89.7M
Participants105
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

JOHN MUIR MEDICAL GROUP #003 PROFIT SHARING 401(K) PLAN

401(k)

Assets$56.4M
Participants89
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

JOHN MUIR MEDICAL GROUP #004 PROFIT SHARING 401(K) PLAN

401(k)

Assets$31.5M
Participants72
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

JOHN MUIR MEDICAL GROUP HEALTH & WELFARE PLAN

Fully insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$9.9M
Covered lives1,266
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

4 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002JOHN MUIR MEDICAL GROUP #001 PROFIT SHARING 401K PLAN401(k)$93.8M1062025
#003JOHN MUIR MEDICAL GROUP #002 PROFIT SHARING 401K PLAN401(k)$89.7M1052025
#004JOHN MUIR MEDICAL GROUP #003 PROFIT SHARING 401(K) PLAN401(k)$56.4M892025
#005JOHN MUIR MEDICAL GROUP #004 PROFIT SHARING 401(K) PLAN401(k)$31.5M722025
  • JOHN MUIR MEDICAL GROUP #001 PROFIT SHARING 401K PLAN$93.8M
    #002 · 401(k) · 2025106
  • JOHN MUIR MEDICAL GROUP #002 PROFIT SHARING 401K PLAN$89.7M
    #003 · 401(k) · 2025105
  • JOHN MUIR MEDICAL GROUP #003 PROFIT SHARING 401(K) PLAN$56.4M
    #004 · 401(k) · 202589
  • JOHN MUIR MEDICAL GROUP #004 PROFIT SHARING 401(K) PLAN$31.5M
    #005 · 401(k) · 202572

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501JOHN MUIR MEDICAL GROUP HEALTH & WELFARE PLANFully insuredUNITED HEALTHCARE INSURANCE COMPANY$9.9M1,2662025
  • JOHN MUIR MEDICAL GROUP HEALTH & WELFARE PLAN$9.9M
    #501 · Fully insured · UNITED HEALTHCARE INSURANCE COMPANY · 20251,266
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica