401(k) · DOL Form 5500 · 2023

Johanna Foods, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
158
Participants Small participant base
74th
Percentile by assets National rank
$133,523
Avg per participant Near avg balance/head
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Official DOL plan name: Johanna Foods, Inc. Savings and Investment Plan · Sponsored by Johanna Foods, Inc. · New Jersey · Manufacturing

$21M in assets, 158 participants

Johanna Foods, Inc.'s Johanna Foods, Inc. Savings and Investment Plan reported $21M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #11,924 in Manufacturing (18,722 peers)

Coverage in New Jersey

Johanna Foods, Inc. Savings and Investment Plan covers 158 participants in New Jersey, about 19% of the average New Jersey filer (state average ~844 per filing). Assets: $21M.

#11,924
in Manufacturing (18,722 peers)
+3.2%
assets growth YoY

Johanna Foods, Inc. Savings and Investment Plan's outsized position by total assets

Johanna Foods, Inc. Savings and Investment Plan vs every filed plan by assets

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

$21,096,597 Top 26% higher than 74% 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. Savings and Investment 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. Savings and Investment Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Johanna Foods, Inc. Savings and Investment Plan reported net income rose from -$4M in the plan year 2022 filing to $560K in the plan year 2023 filing.
  • Johanna Foods, Inc. Savings and Investment Plan reported participants fell from 175 in the plan year 2022 filing to 158 in the plan year 2023 filing.
  • Johanna Foods, Inc. Savings and Investment Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Johanna Foods, Inc. Savings and Investment Plan · $21M · 158 · 74th

  • NET $21M
  • BOOK 158
  • VS-ST 74th
  • BOY 401(k)
  • SCH near Jeg's Group Employees 401(k) Profit Sharing Plan
  • EBSA ind #11924

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. Savings and Investment Plan in the asset neighbourhood

Johanna Foods, Inc. Savings and Investment PlanJohanna Foods, Inc. Savings …$21MJeg's Group Employees 401(k) Profit Sharing PlanJeg's Group Employees 401(k)…$21MNetatwork, Inc. 401(k) Profit Sharing PlanNetatwork, Inc. 401(k) Profi…$21MWedgworth Farms Inc. 401(k) Profit Sharing PlanWedgworth Farms Inc. 401(k) …$21MJsc Federal Credit Union 401(k) Plan and TrustJsc Federal Credit Union 401…$21M
End-of-year total assets ($M) among Johanna Foods, Inc. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$560K
Employer EIN222973062
Plan Effective Date1995-03-31
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. Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Johanna Foods, Inc. Savings and Investment Plan, Total assets ($B): 0.021096597 · Participants: 158Johanna Foods, Inc. Savings and Investment 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. Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Johanna Foods, Inc. Savings and Investment Plan side-by-side with 3 peers →

Johanna Foods, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Jeg's Group Employees 401(k) Profit Sharing Plan in OH ($21M); by covered participants it is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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. Savings and Investment Plan assets move in 2023? ▼
Johanna Foods, Inc. Savings and Investment Plan edged up modestly - up 3.2% during 2023, from $20M to $21M. Reported net income was $560K.
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. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jeg's Group Employees 401(k) Profit Sharing Plan in OH ($21M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Johanna Foods, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants, $650K 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.