401(k) · DOL Form 5500 · 2023
Johnson Controls, Inc. 401(k) Plan
Data updated 2026-08-11
- $605M
- Total assets
- 8,052
- Participants
- 98th
- Percentile by assets
- $75,144
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $605M
- total plan assets (2023 EOY)
- 8,052
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $75,144
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Johnson Controls Select Hourly Retirement Savings and Investment Plan reports 8,052 participants - 14x that state average ($605M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $583M |
|---|---|
| Net Assets (End of Year) | $605M |
| Net Income | $22M |
| Employer EIN | 390380010 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Johnson Controls, Inc.)
| 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
- 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
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 Retirement Savings and Investment Plan (401(k), $7.2B, 28,489 participants)
- Johnson Controls Pension Plan (Defined Benefit (Pension), $1.4B, 3,318 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Johnson Controls Select Hourly Retirement Savings and Investment Plan by total assets, not by location.
- A. T. Kearney, Inc. 401(k) and Profit Sharing Retirement Plan (IL) $605M · 1,209
- National Basketball Association Players' 401(k) Savings Plan (NJ) $606M · 506
- Lkq Corporation Employees' Retirement Plan (IL) $604M · 16,511
- Arup US Retirement Savings Plan (CA) $606M · 1,445
Frequently Asked Questions
How did Johnson Controls Select Hourly Retirement Savings and Investment Plan assets move in 2023? ▼
How have Johnson Controls, Inc. plan assets changed over time? ▼
Where does Johnson Controls Select Hourly Retirement Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Johnson Controls Select Hourly Retirement Savings and Investment Plan? ▼
Next read for Johnson Controls Select Hourly Retiremen…
Filing takeaways
Ways to act on Johnson Controls Select Hourly Retirement Savings and Investment Plan's numbers.
- By total assets, Johnson Controls Select Hourly Retirement Savings and Investment Plan 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 Controls, Inc.'s sponsor-wide assets have grown 10.8% since 2022 across 3 plan years on file. More Manufacturing plans