401(k) · DOL Form 5500 · 2023

Johnson Equipment Company 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
174
Participants Small participant base
72nd
Percentile by assets National rank
$110,407
Avg per participant Below avg balance/head
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Official DOL plan name: Johnson Equipment Company 401(k) Savings Plan & Trust · Sponsored by Johnson Equipment Company · Texas · Wholesale Trade

$19M in assets, 174 participants

Johnson Equipment Company's Johnson Equipment Company 401(k) Savings Plan & Trust reported $19M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,329 in Wholesale Trade (6,309 peers)

Coverage in Texas

Johnson Equipment Company 401(k) Savings Plan & Trust covers 174 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $19M.

#4,329
in Wholesale Trade (6,309 peers)
+25.0%
assets growth YoY

Johnson Equipment Company 401(k) Savings Plan & Trust's outsized position by total assets

Johnson Equipment Company 401(k) Savings Plan & Trust vs every filed plan by assets

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

$19,210,848 Top 28% higher than 72% 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 Equipment Company 401(k) Savings Plan & Trust 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. Johnson Equipment Company 401(k) Savings Plan & Trust sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Johnson Equipment Company 401(k) Savings Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Johnson Equipment Company 401(k) Savings Plan & Trust end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Johnson Equipment Company 401(k) Savings Plan & Trust reported participants rose from 170 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751228888 · Johnson Equipment Company PY 2023 · 401(k)

Johnson Equipment Company 401(k) Savings Plan & Trust · $19M · 174 · 72nd

  • PHOTO $19M
  • PHOTO 174
  • PHOTO 72nd
  • PHOTO 401(k)
  • PHOTO near Kwest Group, LLC 401(k) Plan
  • PHOTO ind #4329

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 Texas →

Johnson Equipment Company 401(k) Savings Plan & Trust in the asset neighbourhood

Johnson Equipment Company 401(k) Savings Plan & TrustJohnson Equipment Company 40…$19MKwest Group, LLC 401(k) Plan$19MNational Valuation Consultants, Inc. 401(k) PlanNational Valuation Consultan…$19MFabfitfun, Inc. 401(k) Plan$19MTriangle Package Machinery Company Office 401(k) PlanTriangle Package Machinery C…$19M
End-of-year total assets ($M) among Johnson Equipment Company 401(k) Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN751228888
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Johnson Equipment Company)

Sponsor-wide plan assets over time

All Johnson Equipment Company plans reported in each filing year

Latest sponsor-wide plan assets
$21M 33.67532074903977% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.4M $20.5M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 170 $15M
2023 1 174 $19M
2024 1 245 $21M

Nearby 401(k) Plans in Texas

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

Johnson Equipment Company 401(k) Savings Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Johnson Equipment Company 401(k) Savings Plan & Trust, Total assets ($B): 0.019210848 · Participants: 174Johnson Equipment Company 401(k) Savings Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Johnson Equipment Company 401(k) Savings Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Johnson Equipment Company 401(k) Savings Plan & Trust side-by-side with 3 peers →

Johnson Equipment Company 401(k) Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kwest Group, LLC 401(k) Plan in OH ($19M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Equipment Company 401(k) Savings Plan & Trust assets move in 2023? ▼
Johnson Equipment Company 401(k) Savings Plan & Trust grew sharply - up 25.0% during 2023, from $15M to $19M. Reported net income was $4M.
How have Johnson Equipment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson Equipment Company's sponsor-wide assets grew 33.7%, from $15M to $21M.
Which 401(k) plans are similar in size to Johnson Equipment Company 401(k) Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kwest Group, LLC 401(k) Plan in OH ($19M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Johnson Equipment Company 401(k) Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M 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 751228888.

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.