401(k) · DOL Form 5500 · 2023

Johanna Foods, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
106
Participants Small participant base
43rd
Percentile by assets National rank
$43,331
Avg per participant Low balance/head
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Official DOL plan name: Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan · Sponsored by Johanna Foods, Inc. · New Jersey · Manufacturing

$5M in assets, 106 participants

Johanna Foods, Inc.'s Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan reported $5M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,853 in Manufacturing (18,722 peers)

Coverage in New Jersey

Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan covers 106 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $5M.

#4,853
in Manufacturing (18,722 peers)
+14.1%
assets growth YoY

Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan's mid-pack asset rank among Manufacturing and all filers

Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan vs every filed plan by assets

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

$4,593,036 43rd percentile higher than 43% 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

Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan 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. Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan reported net income rose from -$702K in the plan year 2022 filing to $668K in the plan year 2023 filing.
  • Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan reported participants rose from 88 in the plan year 2022 filing to 106 in the plan year 2023 filing.
  • Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222973062 · Johanna Foods, Inc. PY 2023 · 401(k)

Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan · $5M · 106 · 43rd

  • BOOK $5M
  • BOOK 106
  • BOOK 43rd
  • BOOK 401(k)
  • BOOK near Goodman Truck & Tractor Co., Inc. Profit Sharing 401(k) Plan
  • BOOK ind #4853

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 Manufacturing retirement plans → · Plans in New Jersey →

Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan in the asset neighbourhood

Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv PlanJohanna Foods, Inc. Lacto Di…$5MGoodman Truck & Tractor Co., Inc. Profit Sharing 401(k) PlanGoodman Truck & Tractor Co.,…$5MSwift Roofing of E-Town, Inc. Retirement Savings PlanSwift Roofing of E-Town, Inc…$5MMonterey Peninsula General Den 401(k) Profit Sharing Plan & TrustMonterey Peninsula General D…$5MSpencer Ogden 401(k) Profit Sharing Plan and TrustSpencer Ogden 401(k) Profit …$5M
End-of-year total assets ($M) among Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$668K
Employer EIN222973062
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Johanna Foods, Inc.)

Sponsor-wide plan assets over time

All Johanna Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 11.291531515656487% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $44.1M $49.1M ▲ +11.3%
Year Plans Participants Total Assets
2022 4 436 $44M
2023 4 425 $46M
2024 4 416 $49M

Nearby 401(k) Plans in New Jersey

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

Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan, Total assets ($B): 0.004593036 · Participants: 106Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv 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
Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan side-by-side with 3 peers →

Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Goodman Truck & Tractor Co., Inc. Profit Sharing 401(k) Plan in VA ($5M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan assets move in 2023? ▼
Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan grew at a solid clip - up 14.1% during 2023, from $4M to $5M. Reported net income was $668K.
How have Johanna Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johanna Foods, Inc.'s sponsor-wide assets grew 11.3%, from $44M to $49M.
Which 401(k) plans are similar in size to Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goodman Truck & Tractor Co., Inc. Profit Sharing 401(k) Plan in VA ($5M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Johanna Foods, Inc. Lacto Division (Local 152 Employees) Svgs and Inv Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 participants, N/A 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 222973062.

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.