Defined Benefit (Pension) · DOL Form 5500 · 2022

Johanna Foods, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
62
Participants Small participant base
48th
Percentile by assets National rank
$69,679
Avg per participant Below avg balance/head
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Official DOL plan name: Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division · Sponsored by Johanna Foods, Inc. · New Jersey · Manufacturing

$4M in assets, 62 participants

Johanna Foods, Inc.'s Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division reported $4M in total assets and 62 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #6,368 in Manufacturing (20,602 peers)

Johanna Foods, Inc. multi-year trail

Johanna Foods, Inc.'s plans moved +11.3% in assets from 2022 to 2024; this filing shows Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division at $4M / 62 participants.

#6,368
in Manufacturing (20,602 peers)
-16.7%
assets change YoY

The plan reported a net loss of $866K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division's mid-pack asset rank among Manufacturing and all filers

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division vs every filed plan by assets

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

$4,320,089 48th percentile higher than 48% 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

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division is a small filing (62 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 222973062 · Johanna Foods, Inc. PY 2022 · Defined Benefit (Pension)

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division · $4M · 62 · 48th

  • PART $4M
  • TYPE 62
  • NET 48th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Voorhees College Pension Plan
  • BOY ind #6368

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 New Jersey →

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division in the asset neighbourhood

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products DivisionPension Plan for Union Emplo…$4MVoorhees College Pension Plan$4MSmith Dairy Products Company Retirement PlanSmith Dairy Products Company…$4MLapp Insulators LLC Retirement Income Plan for Employees Represented by the IueLapp Insulators LLC Retireme…$4MHz II LLC Cash Balance Pension PlanHz II LLC Cash Balance Pensi…$4M
End-of-year total assets ($M) among Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Johanna Foods, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Johanna Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 11.291531515656487% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $44.1M $49.1M ▲ +11.3%
Year Plans Participants Total Assets
2022 4 436 $44M
2023 4 425 $46M
2024 4 416 $49M

Johanna Foods, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$866K
Employer EIN222973062
Plan Effective Date1980-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division, Total assets ($B): 0.004320089 · Participants: 62Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products DivisionRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division side-by-side with 3 peers →

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Voorhees College Pension Plan in SC ($4M); by covered participants it is The Options Clearing Corporation Retirement Plan in IL (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division assets move in 2022? ▼
Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division declined sharply - down 16.7% during 2022, from $5M to $4M. Reported net income was -$866K.
How have Johanna Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johanna Foods, Inc.'s sponsor-wide assets grew 11.3%, from $44M to $49M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Voorhees College Pension Plan in SC ($4M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Options Clearing Corporation Retirement Plan in IL (62 participants, $116M 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 222973062.

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.