Defined Benefit (Pension) · DOL Form 5500 · 2023
Johanna Foods, Inc. Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 59
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $83,517
- Avg per participant Below avg balance/head
Official DOL plan name: Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division · Sponsored by Johanna Foods, Inc. · New Jersey · Manufacturing
$5M in assets, 59 participants
Johanna Foods, Inc.'s Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division reported $5M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #5,105 in Manufacturing (18,722 peers)
Johanna Foods, Inc. multi-year trail
Johanna Foods, Inc.'s plans moved +11.3% in assets from 2022 to 2024; this filing shows Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division at $5M / 59 participants.
- #5,105
- in Manufacturing (18,722 peers)
- +14.1%
- assets growth YoY
Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division's mid-pack asset rank among Manufacturing and all filers
Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,927,479 44th percentile higher than 44% of 127,068 filed plans
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., Lacto Milk Products Division among smaller 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., Lacto Milk Products Division is a small filing (59 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division reported net income rose from -$866K in the plan year 2022 filing to $607K in the plan year 2023 filing.
- Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division reported participants fell from 62 in the plan year 2022 filing to 59 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 222973062 · Johanna Foods, Inc. PY 2023 · Defined Benefit (Pension)
Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division · $5M · 59 · 44th
- ASSETS $5M
- PCT 59
- EIN 44th
- RANK Defined Benefit (Pension)
- PHOTO near H.O.E. Investments, Inc. Pension Plan
- IND ind #5105
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., Lacto Milk Products Division in the asset neighbourhood
Johanna Foods, Inc. multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 436 | $44M |
| 2023 | 4 | 425 | $46M |
| 2024 | 4 | 416 | $49M |
Johanna Foods, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $607K |
| Employer EIN | 222973062 |
| Plan Effective Date | 1980-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is H.O.E. Investments, Inc. Pension Plan in CA ($5M); by covered participants it is Nsf International Retirement Income Plan in MI (59 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (59 participants); asset peers above are excluded.
- Nsf International Retirement Income Plan (MI) 59 · 0 off
- The Options Clearing Corporation Retirement Plan (IL) 59 · 0 off
- Alto Ingredients Pekin Pension Plan (IL) 59 · 0 off
- Group Pension Plan for Employees of Acnb Bank (PA) 59 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.