401(k) · DOL Form 5500 · 2023
Johnson Investment Counsel, Inc. 401(k) Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 141
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $543,833
- Avg per participant High balance/head
Official DOL plan name: Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan · Sponsored by Johnson Investment Counsel, Inc. · Ohio · Finance & Insurance
$77M in assets, 141 participants
Johnson Investment Counsel, Inc.'s Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan reported $77M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,411 in Finance & Insurance (8,869 peers)
Coverage in Ohio
Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan covers 141 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $77M.
- #7,411
- in Finance & Insurance (8,869 peers)
- +22.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets
Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,680,453 Top 11% higher than 89% 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 Investment Counsel, Inc. Profit Sharing & 401(k) 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 Investment Counsel, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $63M in the plan year 2022 filing to $77M in the plan year 2023 filing.
- Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan reported participants rose from 132 in the plan year 2022 filing to 141 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 311801770 · Johnson Investment Counsel, Inc. PY 2023 · 401(k)
Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan · $77M · 141 · 89th
- PART $77M
- PART 141
- PART 89th
- PART 401(k)
- PART near Vetter Senior Living Employees 401(k) Plan
- PART ind #7411
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 Finance & Insurance retirement plans → · Plans in Ohio →
Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $14M |
| Employer EIN | 311801770 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Johnson Investment Counsel, Inc.)
Sponsor-wide plan assets over time
All Johnson Investment Counsel, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 40.98257945379306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $63M |
| 2023 | 1 | 141 | $77M |
| 2024 | 1 | 145 | $88M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Vetter Senior Living Employees 401(k) Plan in NE ($77M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- Vetter Senior Living Employees 401(k) Plan (NE) $77M · 3,590
- Fairwinds Credit Union Retirement Savings Plan (FL) $77M · 572
- Finishmaster, Inc. 401(k) Plan (IN) $77M · 1,097
- San Francisco Giants 401(k) Plan (CA) $77M · 567
Similar participant headcount
Nearest other-state filings by covered participants (141 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.