401(k) · DOL Form 5500 · 2023

Johnson Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$251M
Total assets Near avg plan size
1,017
Participants Near avg headcount
96th
Percentile by assets National rank
$246,854
Avg per participant Above avg balance/head
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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.

  • #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.

#8,227
in Finance & Insurance (8,869 peers)
+14.7%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Johnson Financial Group, Inc. Retirement and Savin's outsized position by total assets

Johnson Financial Group, Inc. Retirement and Savin vs every filed plan by assets

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

$251,050,475 Top 4% higher than 96% 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

Johnson Financial Group, Inc. Retirement and Savin's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Johnson Financial Group, Inc. Retirement and Savin lands in the large band (1,017 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Form 5500 schedule snapshot

Filing strip 391629756 · Johnson Financial Group, Inc. PY 2023 · 401(k)

Johnson Financial Group, Inc. Retirement and Savin · $251M · 1,017 · 96th

  • 5500 $251M
  • ASSETS 1,017
  • PCT 96th
  • EIN 401(k)
  • RANK near Blue Cross & Blue Shield of Rhode Island Employee Savings Plan
  • PHOTO ind #8227

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Johnson Financial Group, Inc. Retirement and Savin in the asset neighbourhood

Ardent Mills, LLC Retirement Savings Plan (for Salaried Employees)Ardent Mills, LLC Retirement…$251MThe Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings PlanThe Rummel, Klepper & Kahl, …$251MJohnson Financial Group, Inc. Retirement and SavinJohnson Financial Group, Inc…$251MBlue Cross & Blue Shield of Rhode Island Employee Savings PlanBlue Cross & Blue Shield of …$251MBlue Cross and Blue Shield of Kansas City 401(k) PlanBlue Cross and Blue Shield o…$251M
End-of-year total assets ($M) among Johnson Financial Group, Inc. Retirement and Savin and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$219M
Net Assets (End of Year)$251M
Net Income$32M
Employer EIN391629756
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Johnson Financial Group, Inc.)

Sponsor-wide plan assets over time

All Johnson Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$279M 27.275605846778227% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $219M $279M ▲ +27.3%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Johnson Financial Group, Inc. Retirement and Savin, Total assets ($B): 0.251050475 · Participants: 1017Johnson Financial Group, Inc. Retirement and SavinAdvocate 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
Johnson Financial Group, Inc. Retirement and Savin vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Johnson Financial Group, Inc. Retirement and Savin side-by-side with 3 peers →

Johnson Financial Group, Inc. Retirement and Savin's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Blue Cross & Blue Shield of Rhode Island Employee Savings Plan in RI ($251M); by covered participants it is Origin Bancorp, Inc. Employee Retirement Plan in LA (1,017 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,017 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 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).
Which 401(k) plans cover a similar participant headcount to Johnson Financial Group, Inc. Retirement and Savin? ▼
Among 401(k) plans in other states, the closest by covered participants is Origin Bancorp, Inc. Employee Retirement Plan in LA (1,017 participants, $101M 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 391629756.

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.