401(k) · DOL Form 5500 · 2023

Palmer Johnson Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
172
Participants Small participant base
73rd
Percentile by assets National rank
$119,629
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Palmer Johnson Incentive Savings Plan · Sponsored by Palmer Johnson Enterprises, Inc. · Wisconsin · Manufacturing

$21M in assets, 172 participants

Palmer Johnson Enterprises, Inc.'s Palmer Johnson Incentive Savings Plan reported $21M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,826 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Palmer Johnson Incentive Savings Plan covers 172 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $21M.

#11,826
in Manufacturing (18,722 peers)
+22.8%
assets growth YoY

Palmer Johnson Incentive Savings Plan's outsized position by total assets

Palmer Johnson Incentive Savings Plan vs every filed plan by assets

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

$20,576,208 Top 27% higher than 73% 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

Palmer Johnson Incentive Savings 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. Palmer Johnson Incentive Savings Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palmer Johnson Incentive Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Palmer Johnson Incentive Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Palmer Johnson Incentive Savings Plan reported participants rose from 153 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390746894 · Palmer Johnson Enterprises, Inc. PY 2023 · 401(k)

Palmer Johnson Incentive Savings Plan · $21M · 172 · 73rd

  • PART $21M
  • TYPE 172
  • NET 73rd
  • BOOK 401(k)
  • VS-ST near James Machine Works, LLC Profit Sharing Plan and Trust
  • BOY ind #11826

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 Wisconsin →

Palmer Johnson Incentive Savings Plan in the asset neighbourhood

Palmer Johnson Incentive Savings PlanPalmer Johnson Incentive Sav…$21MJames Machine Works, LLC Profit Sharing Plan and TrustJames Machine Works, LLC Pro…$21MAir Lines Pilots Association International Deferred Savings Plan for Bargaining Non-Exempt EmployeeAir Lines Pilots Association…$21MHunter Industries Holding Company, Ltd. 401(k) Savings PlanHunter Industries Holding Co…$21MFremont Contract Carriers Inc. 401(k) PspFremont Contract Carriers In…$21M
End-of-year total assets ($M) among Palmer Johnson Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN390746894
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer Johnson Enterprises, Inc.)

Sponsor-wide plan assets over time

All Palmer Johnson Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 42.02633251665925% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.8M $23.8M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 153 $17M
2023 1 172 $21M
2024 1 177 $24M

Nearby 401(k) Plans in Wisconsin

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

Palmer Johnson Incentive Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Palmer Johnson Incentive Savings Plan, Total assets ($B): 0.020576208 · Participants: 172Palmer Johnson Incentive Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Palmer Johnson Incentive Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Palmer Johnson Incentive Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is James Machine Works, LLC Profit Sharing Plan and Trust in LA ($21M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Palmer Johnson Incentive Savings Plan assets move in 2023? ▼
Palmer Johnson Incentive Savings Plan grew sharply - up 22.8% during 2023, from $17M to $21M. Reported net income was $4M.
How have Palmer Johnson Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer Johnson Enterprises, Inc.'s sponsor-wide assets grew 42.0%, from $17M to $24M.
Which 401(k) plans are similar in size to Palmer Johnson Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is James Machine Works, LLC Profit Sharing Plan and Trust in LA ($21M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Palmer Johnson Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retail Capital LLC 401(k) Plan in MI (172 participants, N/A 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 390746894.

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.