401(k) · DOL Form 5500 · 2023
Johnson Controls Federal Systems, Inc 401(k) Plan
Data updated 2026-08-25
- $133M
- Total assets Near avg plan size
- 819
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $162,657
- Avg per participant Above avg balance/head
Official DOL plan name: Johnson Controls Federal Systems, Inc. Retirement Savings Plan · Sponsored by Johnson Controls Federal Systems, Inc · Wisconsin · Manufacturing
$133M in assets, 819 participants
Johnson Controls Federal Systems, Inc's Johnson Controls Federal Systems, Inc. Retirement Savings Plan reported $133M in total assets and 819 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,703 in Manufacturing (18,722 peers)
Where Johnson Controls Federal Systems, Inc. Retirement Savings Plan sits by assets
Johnson Controls Federal Systems, Inc. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $133M for 819 participants (~$162,657/participant), up 15.0% in 2023.
- #16,703
- in Manufacturing (18,722 peers)
- +15.0%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Johnson Controls Federal Systems, Inc. Retirement Savings Plan's outsized position by total assets
Johnson Controls Federal Systems, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$133,216,123 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Johnson Controls Federal Systems, Inc. Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Johnson Controls Federal Systems, Inc. Retirement Savings Plan sits mid-pack in the medium band (819 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Johnson Controls Federal Systems, Inc. Retirement Savings Plan reported net income rose from -$29M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Johnson Controls Federal Systems, Inc. Retirement Savings Plan end-of-year assets rose from $116M in the plan year 2022 filing to $133M in the plan year 2023 filing.
- Johnson Controls Federal Systems, Inc. Retirement Savings Plan reported participants rose from 777 in the plan year 2022 filing to 819 in the plan year 2023 filing.
DOL schedule card
Filing strip 201279541 · Johnson Controls Federal Systems, Inc PY 2023 · 401(k)
Johnson Controls Federal Systems, Inc. Retirement Savings Plan · $133M · 819 · 93rd
- IND $133M
- EOY 819
- 5500 93rd
- ASSETS 401(k)
- PCT near Precinmac 401(k) Plan
- EIN ind #16703
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 Federal Systems, Inc. Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | $17M |
| Employer EIN | 201279541 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Johnson Controls Federal Systems, Inc)
Sponsor-wide plan assets over time
All Johnson Controls Federal Systems, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $152M 31.50248013698959% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 777 | $116M |
| 2023 | 1 | 819 | $133M |
| 2024 | 1 | 869 | $152M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Johnson Controls Federal Systems, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Precinmac 401(k) Plan in IN ($133M); by covered participants it is Arjo Inc. 401(k) Plan in IL (819 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($133M here).
- Precinmac 401(k) Plan (IN) $133M · 1,044
- J.S. Held LLC 401(k) Profit Sharing Plan (NY) $133M · 1,256
- Host Hotels & Resorts L. P. Retirement and Savings Plan (MD) $133M · 170
- Saddle Creek Corporation Retirement Savings Plan (FL) $133M · 4,862
Similar participant headcount
Nearest other-state filings by covered participants (819 participants); asset peers above are excluded.
- Arjo Inc. 401(k) Plan (IL) 819 · 0 off
- Dime Community Bank 401(k) Plan (NY) 819 · 0 off
- Best Home Furnishings 401(k) Savings Plan (IN) 819 · 0 off
- Buckingham Strategic Partners Pooled Employer Plan (CA) 819 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.