401(k) · DOL Form 5500 · 2023

Johnson Brothers Liquor Company 401(k) Plan

Data updated 2026-08-11

$299M
Total assets
3,477
Participants
96th
Percentile by assets
$85,928
Avg per participant
PlainRetire home → About this data

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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$299M
total plan assets (2023 EOY)
3,477
covered participants
96th
percentile by assets (of 127,072 plans)
$85,928
avg assets per participant

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 →

State
Industry

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Johnson Brothers 401(k) Plan reports 3,477 participants - 3.1x that state average ($299M EOY assets).

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)

$250M$300M$350M 202220232024 $259M $337M ▲ +30.4%
Total plan assets by year, all Johnson Brothers Liquor Company plans on file
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

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…Unitedhealth Group 4…Target Corporation 4…Medtronic Savings an…3M Voluntary Investm…U.S. Bank 401(k) Sav…
Johnson Brothers 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Johnson Brothers 401(k) Plan by total assets, not by location.

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).

Next read for Johnson Brothers 401(k) Plan

Filing takeaways

Ways to act on Johnson Brothers 401(k) Plan's numbers.