401(k) · DOL Form 5500 · 2022
Johnson Controls, Inc. 401(k) Plan
Data updated 2026-08-25
- $5.5B
- Total assets Very large vs avg
- 28,701
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $193,332
- Avg per participant Above avg balance/head
Official DOL plan name: Johnson Controls Retirement Savings and Investment Plan · Sponsored by Johnson Controls, Inc. · Wisconsin · Manufacturing
$5.5B in assets, 28,701 participants
Johnson Controls, Inc.'s Johnson Controls Retirement Savings and Investment Plan reported $5.5B in total assets and 28,701 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #20,513 in Manufacturing (20,602 peers)
Coverage in Wisconsin
Johnson Controls Retirement Savings and Investment Plan covers 28,701 participants in Wisconsin, 51x the typical Wisconsin plan (state average ~563 per filing). Assets: $5.5B.
- #20,513
- in Manufacturing (20,602 peers)
- -18.1%
- assets change YoY
- 56×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.2B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Johnson Controls Retirement Savings and Investment Plan's outsized position by total assets
Johnson Controls Retirement Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,548,820,507 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Johnson Controls Retirement Savings and Investment Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Johnson Controls Retirement Savings and Investment Plan is a mega filing (28,701 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 390380010 · Johnson Controls, Inc. PY 2022 · 401(k)
Johnson Controls Retirement Savings and Investment Plan · $5.5B · 28,701 · 100th
- IND $5.5B
- IND 28,701
- IND 100th
- IND 401(k)
- IND near The Hartford Investment and Savings Plan
- IND ind #20513
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Wisconsin →
Johnson Controls Retirement Savings and Investment Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $6.8B |
|---|---|
| Net Assets (End of Year) | $5.5B |
| Net Income | -$1.2B |
| Employer EIN | 390380010 |
| Plan Effective Date | 2017-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Johnson Controls, Inc.)
Sponsor-wide plan assets over time
All Johnson Controls, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8.6B 10.81260739222597% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 41,696 | $7.8B |
| 2023 | 4 | 49,559 | $8.4B |
| 2024 | 2 | 31,807 | $8.6B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
- Gundersen Lutheran Employees' Retirement Plan $2.2B · 7,026
Scale composition for Johnson Controls Retirement Savings and Investment Plan
Johnson Controls Retirement Savings and Investment Plan reports $5.5B in end-of-year assets across 28,701 participants (0.045% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $193,332 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2022 was -$1.2B.
This plan identity (EIN 390380010, plan #026) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.5B to $7.2B (+29.6%) while covered participants moved from 28,701 to 28,489 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,701 | $5.5B | This page |
| 2023 | 28,904 | $6.2B | Open filing |
| 2024 · index core | 28,489 | $7.2B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Johnson Controls Retirement Savings and Investment Plan (401(k), $7.2B, 28,489 participants)
- Johnson Controls Pension Plan (Defined Benefit (Pension), $1.4B, 3,318 participants)
Johnson Controls Retirement Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is The Hartford Investment and Savings Plan in CT ($5.6B); by covered participants it is St. Joseph and Covenant Health Systems 401(k) Plan in WA (28,697 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.5B here).
- The Hartford Investment and Savings Plan (CT) $5.6B · 17,724
- Aecom Retirement & Savings Plan (TX) $5.5B · 16,940
- Nextera Energy, Inc. Employee Retirement Savings Plan (FL) $5.4B · 14,889
- Aon Savings Plan (IL) $5.4B · 12,608
Similar participant headcount
Nearest other-state filings by covered participants (28,701 participants); asset peers above are excluded.
- St. Joseph and Covenant Health Systems 401(k) Plan (WA) 28,697 · 4 off
- Jones Lang Lasalle Savings and Retirement Plan (IL) 28,692 · 9 off
- Brand Share 401(k) Savings & Profit Sharing Plan (GA) 28,690 · 11 off
- Hannaford Bros. Co., LLC Retirement Savings Plan (ME) 28,776 · 75 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.