Other · DOL Form 5500 · 2023

Johnson Controls De Puerto Rico Inc. Retirement Plan

Data updated 2026-08-11

$17M
Total assets
75
Participants
70th
Percentile by assets
$229,471
Avg per participant
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Official DOL plan name: Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan · Sponsored by Johnson Controls De Puerto Rico Inc. · Puerto Rico · Manufacturing

$17M in assets, 75 participants

Johnson Controls De Puerto Rico Inc.'s Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan reported $17M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • 70th percentile by assets (of 127,072 plans)
  • #11,035 in Manufacturing (18,722 peers)

Johnson Controls De Puerto Rico Inc. multi-year trail

Johnson Controls De Puerto Rico Inc.'s plans moved +25.6% in assets from 2022 to 2024; this filing shows Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan at $17M / 75 participants.

$17M
total plan assets (2023 EOY)
75
covered participants
70th
percentile by assets (of 127,072 plans)
$229,471
avg assets per participant

Where Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan sits by total assets

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan vs every filed plan by assets

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

$17,210,295 Top 30% higher than 70% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan reported participants rose from 71 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Puerto Rico
Industry
Manufacturing

Johnson Controls De Puerto Rico Inc. across 3 plan years on file

Across the 3 plan years Johnson Controls De Puerto Rico Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $19M, a gain of 25.6%, while reported participants moved from 71 to 76 (+7.0%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($15M).

Johnson Controls De Puerto Rico Inc. multi-year asset trail

$14M$16M$18M$20M 202220232024 $15.2M $19.1M ▲ +25.6%
Total plan assets by year, all Johnson Controls De Puerto Rico Inc. plans on file
Year Plans Participants Total Assets
2022 1 71 $15M
2023 1 75 $17M
2024 1 76 $19M

Johnson Controls De Puerto Rico Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN660533700
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Puerto Rico

Peer Other plans, same state, same plan type, ranked by total assets.

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 020406080100120 Total assets ($M) Participants Johnson Controls De …, Total assets ($M): 17.210295 · Participants: 75Johnson Controls De …Evertec Group, LLC S…, Total assets ($M): 101.79785 · Participants: 1314Evertec Group, LLC S…Bd Savings Plan for …, Total assets ($M): 70.223915 · Participants: 1390Bd Savings Plan for …Union De Tronquistas…, Total assets ($M): 24.584273 · Participants: 208Union De Tronquistas…Sarco Employees Reti…, Total assets ($M): 22.842442 · Participants: 3515Sarco Employees Reti…Retirement Plan of H…, Total assets ($M): 18.174946 · Participants: 232Retirement Plan of H…
Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan vs. nearby Other plans in Puerto Rico, assets vs. participants
Compare Johnson Controls De Puerto Rico, Inc. Sa… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan assets move in 2023? ▼
Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan grew at a solid clip - up 13.1% during 2023, from $15M to $17M. Reported net income was $2M.
How have Johnson Controls De Puerto Rico Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson Controls De Puerto Rico Inc.'s sponsor-wide assets grew 25.6%, from $15M to $19M.
Which Other plans are similar in size to Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan? ▼
Among Other plans in other states, the closest by assets is Ohio County Hospital Tax Deferred Annuity Retirement Plan in KY ($17M, 552 participants).

Next read for Johnson Controls De Puerto Rico, Inc. Sa…

Multi-year trail

Ways to act on Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan's numbers.

  • By total assets, Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Puerto Rico. Compare plans
  • Johnson Controls De Puerto Rico Inc.'s sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Manufacturing plans

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 660533700.

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.