Other · DOL Form 5500 · 2023
Johnson Controls De Puerto Rico Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $229,471
- Avg per participant Above avg balance/head
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.
- #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.
- #11,035
- in Manufacturing (18,722 peers)
- +13.1%
- assets growth YoY
Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan is a small filing (75 participants) on this national headcount ladder.
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.
Plan-year Form 5500 strip
Filing strip 660533700 · Johnson Controls De Puerto Rico Inc. PY 2023 · Other
Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan · $17M · 75 · 70th
- PART $17M
- PART 75
- PART 70th
- PART Other
- PART near Ohio County Hospital Tax Deferred Annuity Retirement Plan
- PART ind #11035
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 Manufacturing retirement plans → · Plans in Puerto Rico →
Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan in the asset neighbourhood
Johnson Controls De Puerto Rico Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Johnson Controls De Puerto Rico Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 25.598949540867604% vs 2022
- 2024 filing year
| 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 EIN | 660533700 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Puerto Rico
Peer Other plans, same state, same plan type, ranked by total assets.
- Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan $102M · 1,314
- Bd Savings Plan for Puerto Rico Employees $70M · 1,390
- Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan $25M · 208
- Sarco Employees Retirement Plan $23M · 3,515
- Retirement Plan of Henkel Puerto Rico, Inc. $18M · 232
Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan's out-of-state Other peers by assets and headcount
Outside Puerto Rico, the nearest Other by assets is Ohio County Hospital Tax Deferred Annuity Retirement Plan in KY ($17M); by covered participants it is Mulherin Lumber Company Stock Bonus Plan & Trust in GA (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Ohio County Hospital Tax Deferred Annuity Retirement Plan (KY) $17M · 552
- Seabury Hall/College Preparatory School 403(b) DC Plan (HI) $17M · 88
- 403(b) Thrift Plan for Employees of Lutheran Social Ministries of Maryland, Inc. (MD) $17M · 909
- National Outdoor Leadership School Tax Sheltered Annuity Plan (WY) $17M · 986
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
- Mulherin Lumber Company Stock Bonus Plan & Trust (GA) 75 · 0 off
- Old Salem, Inc. Retirement Plan (NC) 75 · 0 off
- Gateway School Defined Contribution Retirement Plan (NY) 75 · 0 off
- Cnfa Retirement Plan (DC) 75 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.