401(k) · DOL Form 5500 · 2022
Johnson Controls, Inc. 401(k) Plan
Data updated 2026-08-25
- $583M
- Total assets Above avg plan size
- 7,944
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $73,429
- Avg per participant Below avg balance/head
Official DOL plan name: Johnson Controls Select Hourly Retirement Savings and Investment Plan · Sponsored by Johnson Controls, Inc. · Wisconsin · Manufacturing
$583M in assets, 7,944 participants
Johnson Controls, Inc.'s Johnson Controls Select Hourly Retirement Savings and Investment Plan reported $583M in total assets and 7,944 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,959 in Manufacturing (20,602 peers)
Coverage in Wisconsin
Johnson Controls Select Hourly Retirement Savings and Investment Plan covers 7,944 participants in Wisconsin, 14x the typical Wisconsin plan (state average ~563 per filing). Assets: $583M.
- #19,959
- in Manufacturing (20,602 peers)
- -21.2%
- assets change YoY
- 5.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $157M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Johnson Controls Select Hourly Retirement Savings and Investment Plan's outsized position by total assets
Johnson Controls Select Hourly Retirement Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$583,318,365 Top 2% higher than 98% 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 Select Hourly Retirement Savings and Investment Plan's large-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 Select Hourly Retirement Savings and Investment Plan lands in the large band (7,944 participants).
Form 5500 schedule snapshot
Filing strip 390380010 · Johnson Controls, Inc. PY 2022 · 401(k)
Johnson Controls Select Hourly Retirement Savings and Investment Plan · $583M · 7,944 · 98th
- IND $583M
- IND 7,944
- IND 98th
- IND 401(k)
- IND near The Perdue Savings Plan
- IND ind #19959
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 Select Hourly Retirement Savings and Investment Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $740M |
|---|---|
| Net Assets (End of Year) | $583M |
| Net Income | -$157M |
| Employer EIN | 390380010 |
| Plan Effective Date | 2001-01-01 |
| 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.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- 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
Scale composition for Johnson Controls Select Hourly Retirement Savings and Investment Plan
Johnson Controls Select Hourly Retirement Savings and Investment Plan reports $583M in end-of-year assets across 7,944 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $73,429 per participant (53% of the national average assets-per-participant) . Net income for plan year 2022 was -$157M.
This plan identity (EIN 390380010, plan #011) has 3 Form 5500 filings on file from 2022 to 2023 while covered participants moved from 7,944 to 8,604 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,944 | $583M | This page |
| 2023 | 8,052 | $605M | Open filing |
| 2023 | 8,604 | N/A | 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 Select Hourly 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 Perdue Savings Plan in MD ($584M); by covered participants it is The Contractors Retirement Plan in CA (7,942 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($583M here).
- The Perdue Savings Plan (MD) $584M · 17,985
- Factset Research Systems Inc. Plan (CT) $583M · 2,234
- Tmna, Inc. 401(k) Plan (NJ) $583M · 2,990
- Susquehanna International Group, LLP 401(k) Profit Sharing Plan (PA) $584M · 1,659
Similar participant headcount
Nearest other-state filings by covered participants (7,944 participants); asset peers above are excluded.
- The Contractors Retirement Plan (CA) 7,942 · 2 off
- Wl Gore & Associates, Inc. 401(k) Plan (DE) 7,952 · 8 off
- Sonic Automotive, Inc. 401(k) Plan & Trust (NC) 7,953 · 9 off
- Steris Corporation 401(k) Plan (OH) 7,956 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.