401(k) · DOL Form 5500 · 2023

John Wiley & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$651M
Total assets Above avg plan size
3,565
Participants Above avg headcount
98th
Percentile by assets National rank
$182,707
Avg per participant Above avg balance/head
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Official DOL plan name: John Wiley & Sons, Inc. Employees' Savings Plan · Sponsored by John Wiley & Sons, Inc. · New Jersey · Information & Media

$651M in assets, 3,565 participants

John Wiley & Sons, Inc.'s John Wiley & Sons, Inc. Employees' Savings Plan reported $651M in total assets and 3,565 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #2,720 in Information & Media (2,818 peers)

Coverage in New Jersey

John Wiley & Sons, Inc. Employees' Savings Plan covers 3,565 participants in New Jersey, 4.2x the typical New Jersey plan (state average ~844 per filing). Assets: $651M.

#2,720
in Information & Media (2,818 peers)
+16.0%
assets growth YoY
6.5×
vs typical plan assets (national mean)

John Wiley & Sons, Inc. Employees' Savings Plan's outsized position by total assets

John Wiley & Sons, Inc. Employees' Savings Plan vs every filed plan by assets

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

$651,351,852 Top 2% higher than 98% 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

John Wiley & Sons, Inc. Employees' Savings Plan'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. John Wiley & Sons, Inc. Employees' Savings Plan lands in the large band (3,565 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John Wiley & Sons, Inc. Employees' Savings Plan reported net income rose from -$116M in the plan year 2022 filing to $90M in the plan year 2023 filing.
  • John Wiley & Sons, Inc. Employees' Savings Plan end-of-year assets rose from $562M in the plan year 2022 filing to $651M in the plan year 2023 filing.
  • John Wiley & Sons, Inc. Employees' Savings Plan reported participants rose from 3,130 in the plan year 2022 filing to 3,565 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 135593032 · John Wiley & Sons, Inc. PY 2023 · 401(k)

John Wiley & Sons, Inc. Employees' Savings Plan · $651M · 3,565 · 98th

  • RANK $651M
  • RANK 3,565
  • RANK 98th
  • RANK 401(k)
  • RANK near Ergon 401(k) Plan
  • RANK ind #2720

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 Information & Media retirement plans → · Plans in New Jersey →

John Wiley & Sons, Inc. Employees' Savings Plan in the asset neighbourhood

National Veterinary Associates, Inc. 401(k) PlanNational Veterinary Associat…$652MErgon 401(k) Plan$651MJohn Wiley & Sons, Inc. Employees' Savings PlanJohn Wiley & Sons, Inc. Empl…$651MSpartannash Company Savings Plus PlanSpartannash Company Savings …$651MThe Old National Bancorp Employee Stock Ownership and Savings PlanThe Old National Bancorp Emp…$651M
End-of-year total assets ($M) among John Wiley & Sons, Inc. Employees' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$562M
Net Assets (End of Year)$651M
Net Income$90M
Employer EIN135593032
Plan Effective Date1977-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John Wiley & Sons, Inc.)

Sponsor-wide plan assets over time

All John Wiley & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$845M 12.86853125072868% vs 2022
2024 filing year
$700M$750M$800M$850M$900M 202220232024 $748M $845M ▲ +12.9%
Year Plans Participants Total Assets
2022 2 3,591 $748M
2023 2 3,961 $825M
2024 2 3,193 $845M

Nearby 401(k) Plans in New Jersey

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

John Wiley & Sons, Inc. Employees' Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants John Wiley & Sons, Inc. Employees' Savings Plan, Total assets ($B): 0.651351852 · Participants: 3565John Wiley & Sons, Inc. Employees' Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
John Wiley & Sons, Inc. Employees' Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare John Wiley & Sons, Inc. Employees' Savings Plan side-by-side with 3 peers →

John Wiley & Sons, Inc. Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ergon 401(k) Plan in MS ($651M); by covered participants it is Dentsply Sirona Inc. 401(k) Savings and Employee Stock Ownership Plan in PA (3,564 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($651M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,565 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 John Wiley & Sons, Inc. Employees' Savings Plan assets move in 2023? ▼
John Wiley & Sons, Inc. Employees' Savings Plan grew sharply - up 16.0% during 2023, from $562M to $651M. Reported net income was $90M.
How have John Wiley & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Wiley & Sons, Inc.'s sponsor-wide assets grew 12.9%, from $748M to $845M.
Where does John Wiley & Sons, Inc. Employees' Savings Plan rank by assets among Form 5500 filers? ▼
John Wiley & Sons, Inc. Employees' Savings Plan ranks in the 98th 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 John Wiley & Sons, Inc. Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ergon 401(k) Plan in MS ($651M, 3,214 participants).
Which 401(k) plans cover a similar participant headcount to John Wiley & Sons, Inc. Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dentsply Sirona Inc. 401(k) Savings and Employee Stock Ownership Plan in PA (3,564 participants, $685M 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 135593032.

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.