401(k) · DOL Form 5500 · 2023

Johnson Brothers Liquor Company 401(k) Plan

Data updated 2026-08-25

$299M
Total assets Near avg plan size
3,477
Participants Above avg headcount
96th
Percentile by assets National rank
$85,928
Avg per participant Below avg balance/head
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Official DOL plan name: Johnson Brothers 401(k) Plan · Sponsored by Johnson Brothers Liquor Company · Minnesota · Wholesale Trade

$299M in assets, 3,477 participants

Johnson Brothers Liquor Company's Johnson Brothers 401(k) Plan reported $299M in total assets and 3,477 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #6,138 in Wholesale Trade (6,309 peers)

Coverage in Minnesota

Johnson Brothers 401(k) Plan covers 3,477 participants in Minnesota, 3.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $299M.

#6,138
in Wholesale Trade (6,309 peers)
+15.5%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Johnson Brothers 401(k) Plan's outsized position by total assets

Johnson Brothers 401(k) Plan vs every filed plan by assets

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

$298,770,544 Top 4% higher than 96% 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 Brothers 401(k) 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 Brothers 401(k) Plan lands in the large band (3,477 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Johnson Brothers 401(k) Plan reported net income rose from -$48M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Johnson Brothers 401(k) Plan end-of-year assets rose from $259M in the plan year 2022 filing to $299M in the plan year 2023 filing.
  • Johnson Brothers 401(k) Plan reported participants rose from 3,300 in the plan year 2022 filing to 3,477 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410810551 · Johnson Brothers Liquor Company PY 2023 · 401(k)

Johnson Brothers 401(k) Plan · $299M · 3,477 · 96th

  • BOY $299M
  • BOY 3,477
  • BOY 96th
  • BOY 401(k)
  • BOY near Bpx Energy Employee Savings Plan
  • BOY ind #6138

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Johnson Brothers 401(k) Plan in the asset neighbourhood

Elliott Section 401(k) Plan$299MJohnson Brothers 401(k) Plan$299MBpx Energy Employee Savings PlanBpx Energy Employee Savings …$299MMadison Square Garden 401(k) Savings PlanMadison Square Garden 401(k)…$299MAgfa Corporation Employee Savings PlanAgfa Corporation Employee Sa…$298M
End-of-year total assets ($M) among Johnson Brothers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$259M
Net Assets (End of Year)$299M
Net Income$40M
Employer EIN410810551
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Johnson Brothers Liquor Company)

Sponsor-wide plan assets over time

All Johnson Brothers Liquor Company plans reported in each filing year

Latest sponsor-wide plan assets
$337M 30.404707944584775% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $259M $337M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 3,300 $259M
2023 1 3,477 $299M
2024 1 3,676 $337M

Nearby 401(k) Plans in Minnesota

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

Johnson Brothers 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Johnson Brothers 401(k) Plan, Total assets ($B): 0.298770544 · Participants: 3477Johnson Brothers 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Johnson Brothers 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Johnson Brothers 401(k) Plan side-by-side with 3 peers →

Johnson Brothers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Bpx Energy Employee Savings Plan in TX ($299M); by covered participants it is Springfield Clinic, LLP 401(k) Ees' Benefit and Retirement Plan in IL (3,476 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($299M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,477 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 Brothers 401(k) Plan assets move in 2023? ▼
Johnson Brothers 401(k) Plan grew sharply - up 15.5% during 2023, from $259M to $299M. Reported net income was $40M.
How have Johnson Brothers Liquor Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson Brothers Liquor Company's sponsor-wide assets grew 30.4%, from $259M to $337M.
Where does Johnson Brothers 401(k) Plan rank by assets among Form 5500 filers? ▼
Johnson Brothers 401(k) Plan ranks in the 96th 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 Brothers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bpx Energy Employee Savings Plan in TX ($299M, 788 participants).
Which 401(k) plans cover a similar participant headcount to Johnson Brothers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Springfield Clinic, LLP 401(k) Ees' Benefit and Retirement Plan in IL (3,476 participants, $442M 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 410810551.

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.