401(k) · DOL Form 5500 · 2023

Johnson Financial Group, Inc. 401(k) Plan

Data updated 2026-08-11

$251M
Total assets: 1,017
Participants: 96th
Percentile by assets: $246,854
Avg per participant

Official DOL plan name: Johnson Financial Group, Inc. Retirement and Savin · Sponsored by Johnson Financial Group, Inc. · Wisconsin · Finance & Insurance

$251M in assets, 1,017 participants

Johnson Financial Group, Inc.'s Johnson Financial Group, Inc. Retirement and Savin reported $251M in total assets and 1,017 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)
#8,227 in Finance & Insurance (8,869 peers)

Where Johnson Financial Group, Inc. Retirement and Savin sits by assets

Johnson Financial Group, Inc. Retirement and Savin sits in the top 5% of all filed plans by assets, $251M for 1,017 participants (~$246,854/participant), up 14.7% in 2023.

$251M
total plan assets (2023 EOY): 1,017
covered participants: 96th
percentile by assets (of 127,072 plans): $246,854
avg assets per participant

Johnson Financial Group, Inc. Retirement and Savin reported net income rose from -$49M in the plan year 2022 filing to $32M in the plan year 2023 filing.
Johnson Financial Group, Inc. Retirement and Savin end-of-year assets rose from $219M in the plan year 2022 filing to $251M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Finance & Insurance

Johnson Financial Group, Inc. Retirement and Savin vs the 2023 asset distribution

By assets, Johnson Financial Group, Inc. Retirement and Savin outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$219M
Net Assets (End of Year)	$251M
Net Income	$32M
Employer EIN	391629756
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Johnson Financial Group, Inc.)

Total plan assets by year, all Johnson Financial Group, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,018	$219M
2023	1	1,017	$251M
2024	1	908	$279M

Nearby 401(k) Plans in Wisconsin

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

Johnson Financial Group, Inc. Retirement and Savin vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Johnson Financial Group, Inc. Retirement… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Johnson Financial Group, Inc. Retirement and Savin by total assets, not by location.

Blue Cross & Blue Shield of Rhode Island Employee Savings Plan (RI) $251M · 910
The Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings Plan (MD) $251M · 1,414
Blue Cross and Blue Shield of Kansas City 401(k) Plan (MO) $251M · 1,611
Ardent Mills, LLC Retirement Savings Plan (for Salaried Employees) (CO) $251M · 2,287

Frequently Asked Questions

How did Johnson Financial Group, Inc. Retirement and Savin assets move in 2023? ▼

Johnson Financial Group, Inc. Retirement and Savin grew at a solid clip - up 14.7% during 2023, from $219M to $251M. Reported net income was $32M.

How have Johnson Financial Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Johnson Financial Group, Inc.'s sponsor-wide assets grew 27.3%, from $219M to $279M.

Where does Johnson Financial Group, Inc. Retirement and Savin rank by assets among Form 5500 filers? ▼

Johnson Financial Group, Inc. Retirement and Savin 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 Financial Group, Inc. Retirement and Savin? ▼

Among 401(k) plans in other states, the closest by assets is Blue Cross & Blue Shield of Rhode Island Employee Savings Plan in RI ($251M, 910 participants).

Next read for Johnson Financial Group, Inc. Retirement…

Scale reading

Ways to act on Johnson Financial Group, Inc. Retirement and Savin's numbers.

By total assets, Johnson Financial Group, Inc. Retirement and Savin ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Johnson Financial Group, Inc.'s sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Finance & Insurance 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 391629756.