401(k) · DOL Form 5500 · 2022
Johnson Financial Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $219M
- Total assets
- 1,018
- Participants
- 96th
- Percentile by assets
- $215,051
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $219M
- total plan assets (2022 EOY)
- 1,018
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $215,051
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Johnson Financial Group, Inc. Retirement and Savin outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $267M |
|---|---|
| Net Assets (End of Year) | $219M |
| Net Income | -$49M |
| Employer EIN | 391629756 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Johnson Financial Group, Inc.)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Johnson Financial Group, Inc. Retirement and Savin by total assets, not by location.
Frequently Asked Questions
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Next read for Johnson Financial Group, Inc. Retirement…
Scale reading
Ways to act on Johnson Financial Group, Inc. Retirement and Savin's numbers.
- By total assets, Johnson Financial Group, Inc. Retirement and Savin ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Johnson Financial Group, Inc.'s sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Finance & Insurance plans