Defined Benefit (Pension) · DOL Form 5500 · 2023

Johanna Foods, Inc. Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
102
Participants Small participant base
68th
Percentile by assets National rank
$152,866
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant · Sponsored by Johanna Foods, Inc. · New Jersey · Manufacturing

$16M in assets, 102 participants

Johanna Foods, Inc.'s Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant reported $16M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,590 in Manufacturing (18,722 peers)

Coverage in New Jersey

Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant covers 102 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $16M.

#10,590
in Manufacturing (18,722 peers)
+1.6%
assets growth YoY

Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant's outsized position by total assets

Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant vs every filed plan by assets

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

$15,592,325 Top 32% higher than 68% 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

Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant 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. Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant reported net income rose from -$4M in the plan year 2022 filing to $252K in the plan year 2023 filing.
  • Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant reported participants fell from 111 in the plan year 2022 filing to 102 in the plan year 2023 filing.
  • Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222973062 · Johanna Foods, Inc. PY 2023 · Defined Benefit (Pension)

Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant · $16M · 102 · 68th

  • ASSETS $16M
  • ASSETS 102
  • ASSETS 68th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Carr Allison Cash Balance Plan
  • ASSETS ind #10590

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 →

Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant in the asset neighbourhood

Cozen O'connor Cash Balance Plan aCozen O'connor Cash Balance …$16MCozen O'connor Cash Balance Plan BCozen O'connor Cash Balance …$16MCarr Allison Cash Balance PlanCarr Allison Cash Balance Pl…$16MPension Plan for Union Employees of Johanna Foods, Inc., Flemington PlantPension Plan for Union Emplo…$16MGiw Industries, Inc. Pension PlanGiw Industries, Inc. Pension…$16M
End-of-year total assets ($M) among Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$252K
Employer EIN222973062
Plan Effective Date1962-05-25
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 Defined Benefit (Pension) Plans in New Jersey

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

Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant, Total assets ($B): 0.015592325 · Participants: 102Pension Plan for Union Employees of Johanna Foods, Inc., Flemington PlantRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant side-by-side with 3 peers →

Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Carr Allison Cash Balance Plan in AL ($16M); by covered participants it is Cancer Partners of Nebraska Cash Balance Plan in NE (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant assets move in 2023? ▼
Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant edged up modestly - up 1.6% during 2023, from $15M to $16M. Reported net income was $252K.
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 Defined Benefit (Pension) plans are similar in size to Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carr Allison Cash Balance Plan in AL ($16M, 124 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cancer Partners of Nebraska Cash Balance Plan in NE (102 participants, $12M 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.