Defined Benefit (Pension) · DOL Form 5500 · 2022

Johnson Controls, Inc. Pension Plan

Data updated 2026-08-25

$1.7B
Total assets Very large vs avg
28
Participants Small participant base
99th
Percentile by assets National rank
$59.0M
Avg per participant High balance/head
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Official DOL plan name: Johnson Controls Pension Plan · Sponsored by Johnson Controls, Inc. · Wisconsin · Manufacturing

$1.7B in assets, 28 participants

Johnson Controls, Inc.'s Johnson Controls Pension Plan reported $1.7B in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #20,335 in Manufacturing (20,602 peers)

Where Johnson Controls Pension Plan sits by assets

Johnson Controls Pension Plan sits among the largest 1% of all filed plans, $1.7B for 28 participants (~$59.0M/participant), up 1795.8% in 2022.

#20,335
in Manufacturing (20,602 peers)
+1795.8%
assets growth YoY
17×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Johnson Controls Pension Plan's outsized position by total assets

Johnson Controls Pension Plan vs every filed plan by assets

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

$1,652,226,383 Top 1% higher than 99% 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 Controls Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Johnson Controls Pension Plan is a small filing (28 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 390380010 · Johnson Controls, Inc. PY 2022 · Defined Benefit (Pension)

Johnson Controls Pension Plan · $1.7B · 28 · 99th

  • ASSETS $1.7B
  • ASSETS 28
  • ASSETS 99th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Electrical Workers Pension Plan Local 103 I.B.E.W.
  • ASSETS ind #20335

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 →

Johnson Controls Pension Plan in the asset neighbourhood

Mason Tenders' District Council Pension FundMason Tenders' District Coun…$1.7BLiuna Staff and Affiliates Pension FundLiuna Staff and Affiliates P…$1.7BKpmg Partner Pension Plan$1.7BJohnson Controls Pension Plan$1.7BElectrical Workers Pension Plan Local 103 I.B.E.W.Electrical Workers Pension P…$1.6B
End-of-year total assets ($B) among Johnson Controls Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$1.7B
Net Income-$20M
Employer EIN390380010
Plan Effective Date1957-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Johnson Controls, Inc.)

Sponsor-wide plan assets over time

All Johnson Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8.6B 10.81260739222597% vs 2022
2024 filing year
$7.5B$8B$8.5B$9B 202220232024 $7.78B $8.63B ▲ +10.9%
Year Plans Participants Total Assets
2022 4 41,696 $7.8B
2023 4 49,559 $8.4B
2024 2 31,807 $8.6B

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Johnson Controls Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 1.522.533.5 Total assets ($B) Participants Johnson Controls Pension Plan, Total assets ($B): 1.652226383 · Participants: 28Johnson Controls Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Johnson Controls Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Johnson Controls Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Electrical Workers Pension Plan Local 103 I.B.E.W. in MA ($1.6B); by covered participants it is Cumberland Md Teamsters Const. Ind. & Misc. Pension Fund in MD (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Controls Pension Plan assets move in 2022? ▼
Johnson Controls Pension Plan surged - up 1795.8% during 2022, from $87M to $1.7B. Reported net income was -$20M.
How have Johnson Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson Controls, Inc.'s sponsor-wide assets grew 10.8%, from $7.8B to $8.6B.
Where does Johnson Controls Pension Plan rank by assets among Form 5500 filers? ▼
Johnson Controls Pension Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Johnson Controls Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Electrical Workers Pension Plan Local 103 I.B.E.W. in MA ($1.6B, 5,947 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Johnson Controls Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cumberland Md Teamsters Const. Ind. & Misc. Pension Fund in MD (28 participants, $10M in assets).