401(k) · DOL Form 5500 · 2022

Johnson Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$219M
Total assets Near avg plan size
1,018
Participants Near avg headcount
96th
Percentile by assets National rank
$215,051
Avg per participant Above avg balance/head
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Official DOL plan name: Johnson Financial Group, Inc. Retirement and Savin · Sponsored by Johnson Financial Group, Inc. · Wisconsin · Finance & Insurance

$219M in assets, 1,018 participants

Johnson Financial Group, Inc.'s Johnson Financial Group, Inc. Retirement and Savin reported $219M in total assets and 1,018 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,620 in Finance & Insurance (9,261 peers)

Where Johnson Financial Group, Inc. Retirement and Savin sits by assets

Johnson Financial Group, Inc. Retirement and Savin sits in the top 5% of all filed plans by assets, $219M for 1,018 participants (~$215,051/participant), down 18.1% in 2022.

#8,620
in Finance & Insurance (9,261 peers)
-18.1%
assets change YoY
2.2×
vs typical plan assets (national mean)

The plan reported a net loss of $49M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Johnson Financial Group, Inc. Retirement and Savin's outsized position by total assets

Johnson Financial Group, Inc. Retirement and Savin vs every filed plan by assets

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

$218,921,524 Top 4% higher than 96% 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 Financial Group, Inc. Retirement and Savin'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 Financial Group, Inc. Retirement and Savin lands in the large band (1,018 participants).

Form 5500 schedule snapshot

Filing strip 391629756 · Johnson Financial Group, Inc. PY 2022 · 401(k)

Johnson Financial Group, Inc. Retirement and Savin · $219M · 1,018 · 96th

  • 5500 $219M
  • 5500 1,018
  • 5500 96th
  • 5500 401(k)
  • 5500 near Healthcare Associates Profit Sharing Plan
  • 5500 ind #8620

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 Wisconsin →

Johnson Financial Group, Inc. Retirement and Savin in the asset neighbourhood

Select Rehabilitation, LLC 401(k) Plan and TrustSelect Rehabilitation, LLC 4…$219MMartin Sprocket & Gear, Inc. Employees Profit Sharing TrustMartin Sprocket & Gear, Inc.…$219MJohnson Financial Group, Inc. Retirement and SavinJohnson Financial Group, Inc…$219MHealthcare Associates Profit Sharing PlanHealthcare Associates Profit…$219MNational Futures Association Employee Retirement Savings PlanNational Futures Association…$219M
End-of-year total assets ($M) among Johnson Financial Group, Inc. Retirement and Savin and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$267M
Net Assets (End of Year)$219M
Net Income-$49M
Employer EIN391629756
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Johnson Financial Group, Inc.)

Sponsor-wide plan assets over time

All Johnson Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$279M 27.275605846778227% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $219M $279M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 1,018 $219M
2023 1 1,017 $251M
2024 1 908 $279M

Nearby 401(k) Plans in Wisconsin

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

Johnson Financial Group, Inc. Retirement and Savin vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Johnson Financial Group, Inc. Retirement and Savin, Total assets ($B): 0.218921524 · Participants: 1018Johnson Financial Group, Inc. Retirement and SavinJohnson 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
Johnson Financial Group, Inc. Retirement and Savin vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Johnson Financial Group, Inc. Retirement and Savin side-by-side with 3 peers →

Johnson Financial Group, Inc. Retirement and Savin's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Healthcare Associates Profit Sharing Plan in WA ($219M); by covered participants it is Stream Realty Partners 401(k) Savings Plan in TX (1,018 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,018 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 Financial Group, Inc. Retirement and Savin assets move in 2022? ▼
Johnson Financial Group, Inc. Retirement and Savin declined sharply - down 18.1% during 2022, from $267M to $219M. Reported net income was -$49M.
How have Johnson Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson Financial Group, Inc.'s sponsor-wide assets grew 27.3%, from $219M to $279M.
Where does Johnson Financial Group, Inc. Retirement and Savin rank by assets among Form 5500 filers? ▼
Johnson Financial Group, Inc. Retirement and Savin ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Johnson Financial Group, Inc. Retirement and Savin? ▼
Among 401(k) plans in other states, the closest by assets is Healthcare Associates Profit Sharing Plan in WA ($219M, 927 participants).
Which 401(k) plans cover a similar participant headcount to Johnson Financial Group, Inc. Retirement and Savin? ▼
Among 401(k) plans in other states, the closest by covered participants is Stream Realty Partners 401(k) Savings Plan in TX (1,018 participants, $51M 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 391629756.

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.