401(k) · DOL Form 5500 · 2022

Johnson Investment Counsel, Inc. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
132
Participants Small participant base
90th
Percentile by assets National rank
$473,674
Avg per participant High balance/head
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Official DOL plan name: Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan · Sponsored by Johnson Investment Counsel, Inc. · Ohio · Finance & Insurance

$63M in assets, 132 participants

Johnson Investment Counsel, Inc.'s Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan reported $63M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,733 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan covers 132 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $63M.

#7,733
in Finance & Insurance (9,261 peers)
-9.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$62,525,020 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (132 participants).

Plan-year Form 5500 strip

Filing strip 311801770 · Johnson Investment Counsel, Inc. PY 2022 · 401(k)

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan · $63M · 132 · 90th

  • NET $63M
  • NET 132
  • NET 90th
  • NET 401(k)
  • NET near Bristol-Myers Squibb Company Employee Incentive Thrift Plan
  • NET ind #7733

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 Finance & Insurance retirement plans → · Plans in Ohio →

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Environmental Science Associates 401(k) PlanEnvironmental Science Associ…$63MJohnson Investment Counsel, Inc. Profit Sharing & 401(k) PlanJohnson Investment Counsel, …$63MBristol-Myers Squibb Company Employee Incentive Thrift PlanBristol-Myers Squibb Company…$63MStarkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing PlanStarkweather & Shepley Insur…$63MCommunity Computer Service, Inc. 401(k) PlanCommunity Computer Service, …$63M
End-of-year total assets ($M) among Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$63M
Net Income-$7M
Employer EIN311801770
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Johnson Investment Counsel, Inc.)

Sponsor-wide plan assets over time

All Johnson Investment Counsel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 40.98257945379306% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $62.5M $88.2M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 132 $63M
2023 1 141 $77M
2024 1 145 $88M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.06252502 · Participants: 132Johnson Investment Counsel, Inc. Profit Sharing & 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Bristol-Myers Squibb Company Employee Incentive Thrift Plan in NY ($63M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan assets move in 2022? ▼
Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan pulled back noticeably - down 9.8% during 2022, from $69M to $63M. Reported net income was -$7M.
How have Johnson Investment Counsel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson Investment Counsel, Inc.'s sponsor-wide assets grew 41.0%, from $63M to $88M.
Where does Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bristol-Myers Squibb Company Employee Incentive Thrift Plan in NY ($63M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311801770.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.