401(k) · DOL Form 5500 · 2022

Palmer Johnson Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
153
Participants Small participant base
74th
Percentile by assets National rank
$109,509
Avg per participant Below avg balance/head
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Official DOL plan name: Palmer Johnson Incentive Savings Plan · Sponsored by Palmer Johnson Enterprises, Inc. · Wisconsin · Manufacturing

$17M in assets, 153 participants

Palmer Johnson Enterprises, Inc.'s Palmer Johnson Incentive Savings Plan reported $17M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,255 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Palmer Johnson Incentive Savings Plan covers 153 participants in Wisconsin, about 27% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#13,255
in Manufacturing (20,602 peers)
-11.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Palmer Johnson Incentive Savings Plan's outsized position by total assets

Palmer Johnson Incentive Savings Plan vs every filed plan by assets

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

$16,754,950 Top 26% higher than 74% 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

Palmer Johnson Incentive Savings 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. Palmer Johnson Incentive Savings Plan sits mid-pack in the medium band (153 participants).

EBSA filing schedule strip

Filing strip 390746894 · Palmer Johnson Enterprises, Inc. PY 2022 · 401(k)

Palmer Johnson Incentive Savings Plan · $17M · 153 · 74th

  • IND $17M
  • IND 153
  • IND 74th
  • IND 401(k)
  • IND near Comresource, Inc. 401(k) Profit Sharing Plan
  • IND ind #13255

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 →

Palmer Johnson Incentive Savings Plan in the asset neighbourhood

The Greenbrier Savings and Investment PlanThe Greenbrier Savings and I…$17MPark 100 Foods 401(k) Savings PlanPark 100 Foods 401(k) Saving…$17MPalmer Johnson Incentive Savings PlanPalmer Johnson Incentive Sav…$17MComresource, Inc. 401(k) Profit Sharing PlanComresource, Inc. 401(k) Pro…$17MSherin and Lodgen Tax Deferred Savings Plan and TrustSherin and Lodgen Tax Deferr…$17M
End-of-year total assets ($M) among Palmer Johnson Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN390746894
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer Johnson Enterprises, Inc.)

Sponsor-wide plan assets over time

All Palmer Johnson Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 42.02633251665925% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.8M $23.8M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 153 $17M
2023 1 172 $21M
2024 1 177 $24M

Nearby 401(k) Plans in Wisconsin

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

Palmer Johnson Incentive Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Palmer Johnson Incentive Savings Plan, Total assets ($B): 0.01675495 · Participants: 153Palmer Johnson Incentive Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Palmer Johnson Incentive Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Palmer Johnson Incentive Savings Plan side-by-side with 3 peers →

Palmer Johnson Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Comresource, Inc. 401(k) Profit Sharing Plan in OH ($17M); by covered participants it is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Palmer Johnson Incentive Savings Plan assets move in 2022? ▼
Palmer Johnson Incentive Savings Plan pulled back noticeably - down 11.8% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Palmer Johnson Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer Johnson Enterprises, Inc.'s sponsor-wide assets grew 42.0%, from $17M to $24M.
Which 401(k) plans are similar in size to Palmer Johnson Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Comresource, Inc. 401(k) Profit Sharing Plan in OH ($17M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Palmer Johnson Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants, N/A 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 390746894.

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.