Defined Benefit (Pension) · DOL Form 5500 · 2023

Axel Johnson Inc. Pension Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
99
Participants Small participant base
90th
Percentile by assets National rank
$811,269
Avg per participant High balance/head
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Official DOL plan name: Axel Johnson Inc. Retirement Plan · Sponsored by Axel Johnson Inc. · Connecticut · Wholesale Trade

$80M in assets, 99 participants

Axel Johnson Inc.'s Axel Johnson Inc. Retirement Plan reported $80M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,761 in Wholesale Trade (6,309 peers)

Where Axel Johnson Inc. Retirement Plan sits by assets

Axel Johnson Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $80M for 99 participants (~$811,269/participant), up 3.2% in 2023.

#5,761
in Wholesale Trade (6,309 peers)
+3.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Axel Johnson Inc. Retirement Plan's outsized position by total assets

Axel Johnson Inc. Retirement Plan vs every filed plan by assets

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

$80,315,642 Top 10% higher than 90% 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

Axel Johnson Inc. Retirement 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. Axel Johnson Inc. Retirement Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Axel Johnson Inc. Retirement Plan reported net income rose from -$30M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Axel Johnson Inc. Retirement Plan reported participants fell from 105 in the plan year 2022 filing to 99 in the plan year 2023 filing.
  • Axel Johnson Inc. Retirement Plan end-of-year assets rose from $78M in the plan year 2022 filing to $80M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061600707 · Axel Johnson Inc. PY 2023 · Defined Benefit (Pension)

Axel Johnson Inc. Retirement Plan · $80M · 99 · 90th

  • PHOTO $80M
  • PHOTO 99
  • PHOTO 90th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Agents Retirement Plan of the Lincoln National Life Insurance Company
  • PHOTO ind #5761

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Axel Johnson Inc. Retirement Plan in the asset neighbourhood

Third Federal Savings Retirement PlanThird Federal Savings Retire…$80MSheet Metal Workers Local Pension PlanSheet Metal Workers Local Pe…$80MAxel Johnson Inc. Retirement PlanAxel Johnson Inc. Retirement…$80MAgents Retirement Plan of the Lincoln National Life Insurance CompanyAgents Retirement Plan of th…$80MGeorgia Farm Bureau Mutual Insurance Company Retirement PlanGeorgia Farm Bureau Mutual I…$80M
End-of-year total assets ($M) among Axel Johnson Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$80M
Net Income$2M
Employer EIN061600707
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axel Johnson Inc.)

Sponsor-wide plan assets over time

All Axel Johnson Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$274M 16.656156605624776% vs 2022
2024 filing year
$220M$240M$260M$280M 202220232024 $235M $274M ▲ +16.7%
Year Plans Participants Total Assets
2022 2 943 $235M
2023 2 1,052 $263M
2024 2 1,036 $274M

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Axel Johnson Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Axel Johnson Inc. Retirement Plan, Total assets ($B): 0.080315642 · Participants: 99Axel Johnson Inc. Retirement PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Axel Johnson Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Axel Johnson Inc. Retirement Plan side-by-side with 3 peers →

Axel Johnson Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Agents Retirement Plan of the Lincoln National Life Insurance Company in PA ($80M); by covered participants it is Local 1102 Retirement Trust in NY (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Axel Johnson Inc. Retirement Plan assets move in 2023? ▼
Axel Johnson Inc. Retirement Plan edged up modestly - up 3.2% during 2023, from $78M to $80M. Reported net income was $2M.
How have Axel Johnson Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axel Johnson Inc.'s sponsor-wide assets grew 16.7%, from $235M to $274M.
Where does Axel Johnson Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Axel Johnson Inc. Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Axel Johnson Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Agents Retirement Plan of the Lincoln National Life Insurance Company in PA ($80M, 31 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Axel Johnson Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 1102 Retirement Trust in NY (99 participants, $36M 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 061600707.

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.