401(k) · DOL Form 5500 · 2023

Johnson Controls, Inc. 401(k) Plan

Data updated 2026-08-25

$605M
Total assets Above avg plan size
8,052
Participants Very large workforce
98th
Percentile by assets National rank
$75,144
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Johnson Controls Select Hourly Retirement Savings and Investment Plan · Sponsored by Johnson Controls, Inc. · Wisconsin · Manufacturing

$605M in assets, 8,052 participants

Johnson Controls, Inc.'s Johnson Controls Select Hourly Retirement Savings and Investment Plan reported $605M in total assets and 8,052 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #18,040 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Johnson Controls Select Hourly Retirement Savings and Investment Plan covers 8,052 participants in Wisconsin, 14x the typical Wisconsin plan (state average ~563 per filing). Assets: $605M.

#18,040
in Manufacturing (18,722 peers)
+3.7%
assets growth YoY
6.1×
vs typical plan assets (national mean)

Johnson Controls Select Hourly Retirement Savings and Investment Plan's outsized position by total assets

Johnson Controls Select Hourly Retirement Savings and Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$605,061,014 Top 2% higher than 98% of 127,068 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 2023

Johnson Controls Select Hourly Retirement Savings and Investment Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Johnson Controls Select Hourly Retirement Savings and Investment Plan lands in the large band (8,052 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Johnson Controls Select Hourly Retirement Savings and Investment Plan reported net income rose from -$157M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Johnson Controls Select Hourly Retirement Savings and Investment Plan end-of-year assets rose from $583M in the plan year 2022 filing to $605M in the plan year 2023 filing.
  • Johnson Controls Select Hourly Retirement Savings and Investment Plan reported participants rose from 7,944 in the plan year 2022 filing to 8,052 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390380010 · Johnson Controls, Inc. PY 2023 · 401(k)

Johnson Controls Select Hourly Retirement Savings and Investment Plan · $605M · 8,052 · 98th

  • TYPE $605M
  • NET 8,052
  • BOOK 98th
  • VS-ST 401(k)
  • BOY near A. T. Kearney, Inc. 401(k) and Profit Sharing Retirement Plan
  • SCH ind #18040

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 Select Hourly Retirement Savings and Investment Plan in the asset neighbourhood

Arup US Retirement Savings PlanArup US Retirement Savings P…$606MNational Basketball Association Players' 401(k) Savings PlanNational Basketball Associat…$606MA. T. Kearney, Inc. 401(k) and Profit Sharing Retirement PlanA. T. Kearney, Inc. 401(k) a…$605MJohnson Controls Select Hourly Retirement Savings and Investment PlanJohnson Controls Select Hour…$605MLkq Corporation Employees' Retirement PlanLkq Corporation Employees' R…$604M
End-of-year total assets ($M) among Johnson Controls Select Hourly Retirement Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$583M
Net Assets (End of Year)$605M
Net Income$22M
Employer EIN390380010
Plan Effective Date2001-01-01
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 401(k) Plans in Wisconsin

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

Johnson Controls Select Hourly Retirement Savings and Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 0246810 Total assets ($B) Participants Johnson Controls Select Hourly Retirement Savings and Investment Plan, Total assets ($B): 0.605061014 · Participants: 8052Johnson Controls Select Hourly Retirement Savings and Investment PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Johnson Controls Select Hourly Retirement Savings and Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Johnson Controls Select Hourly Retirement Savings and Investment Plan side-by-side with 3 peers →

Scale composition for Johnson Controls Select Hourly Retirement Savings and Investment Plan

Johnson Controls Select Hourly Retirement Savings and Investment Plan reports $605M in end-of-year assets across 8,052 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $75,144 per participant (54% of the national average assets-per-participant) . Net income for plan year 2023 was $22M.

This plan identity (EIN 390380010, plan #011) has 3 Form 5500 filings on file from 2022 to 2023 while covered participants moved from 7,944 to 8,604 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,944 $583M Open filing
2023 8,052 $605M This page
2023 8,604 N/A Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Johnson Controls Select Hourly Retirement Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is A. T. Kearney, Inc. 401(k) and Profit Sharing Retirement Plan in IL ($605M); by covered participants it is Adm 401(k) and Employee Stock Ownership Plan for Salaried Employees in IL (8,055 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,052 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Johnson Controls Select Hourly Retirement Savings and Investment Plan assets move in 2023? ▼
Johnson Controls Select Hourly Retirement Savings and Investment Plan edged up modestly - up 3.7% during 2023, from $583M to $605M. Reported net income was $22M.
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 Select Hourly Retirement Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Johnson Controls Select Hourly Retirement Savings and Investment Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Johnson Controls Select Hourly Retirement Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is A. T. Kearney, Inc. 401(k) and Profit Sharing Retirement Plan in IL ($605M, 1,209 participants).
Which 401(k) plans cover a similar participant headcount to Johnson Controls Select Hourly Retirement Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Adm 401(k) and Employee Stock Ownership Plan for Salaried Employees in IL (8,055 participants, $2.2B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390380010.

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.