Defined Benefit (Pension) · DOL Form 5500 · 2023
John Wiley & Sons,Inc. Pension Plan
Data updated 2026-08-25
- $174M
- Total assets Near avg plan size
- 396
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $438,306
- Avg per participant High balance/head
Official DOL plan name: Employees' Retirement Plan of John Wiley & Sons,Inc. · Sponsored by John Wiley & Sons,Inc. · New Jersey · Information & Media
$174M in assets, 396 participants
John Wiley & Sons,Inc.'s Employees' Retirement Plan of John Wiley & Sons,Inc. reported $174M in total assets and 396 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #2,570 in Information & Media (2,818 peers)
Coverage in New Jersey
Employees' Retirement Plan of John Wiley & Sons,Inc. covers 396 participants in New Jersey, about 47% of the average New Jersey filer (state average ~844 per filing). Assets: $174M.
- #2,570
- in Information & Media (2,818 peers)
- -7.0%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employees' Retirement Plan of John Wiley & Sons,Inc.'s outsized position by total assets
Employees' Retirement Plan of John Wiley & Sons,Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$173,569,245 Top 6% higher than 94% 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
Employees' Retirement Plan of John Wiley & Sons,Inc. 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. Employees' Retirement Plan of John Wiley & Sons,Inc. sits mid-pack in the medium band (396 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employees' Retirement Plan of John Wiley & Sons,Inc. reported net income rose from -$18M in the plan year 2022 filing to -$13M in the plan year 2023 filing.
- Employees' Retirement Plan of John Wiley & Sons,Inc. reported participants fell from 461 in the plan year 2022 filing to 396 in the plan year 2023 filing.
- Employees' Retirement Plan of John Wiley & Sons,Inc. end-of-year assets fell from $187M in the plan year 2022 filing to $174M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 135593032 · John Wiley & Sons,Inc. PY 2023 · Defined Benefit (Pension)
Employees' Retirement Plan of John Wiley & Sons,Inc. · $174M · 396 · 94th
- PHOTO $174M
- IND 396
- EOY 94th
- 5500 Defined Benefit (Pension)
- ASSETS near Six Flags, Inc. Pension Plan
- PCT ind #2570
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 →
Employees' Retirement Plan of John Wiley & Sons,Inc. in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $187M |
|---|---|
| Net Assets (End of Year) | $174M |
| Net Income | -$13M |
| Employer EIN | 135593032 |
| Plan Effective Date | 1955-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,591 | $748M |
| 2023 | 2 | 3,961 | $825M |
| 2024 | 2 | 3,193 | $845M |
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
Employees' Retirement Plan of John Wiley & Sons,Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Six Flags, Inc. Pension Plan in TX ($174M); by covered participants it is Pension Plan a of Healthnow Ny Inc. in PA (396 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($174M here).
- Six Flags, Inc. Pension Plan (TX) $174M · 428
- The Maritime Association - I.L.a. Pension Fund (TX) $173M · 371
- Associated Wholesale Grocers, Inc. Restated Retirement Plan (KS) $174M · 474
- Garrett Transportation I Inc. Pension Plan (CA) $173M · 95
Similar participant headcount
Nearest other-state filings by covered participants (396 participants); asset peers above are excluded.
- Pension Plan a of Healthnow Ny Inc. (PA) 396 · 0 off
- Trusted Media Brands Inc. Cash Balance Plan (NY) 396 · 0 off
- Hawaii Truckers-Teamsters Union Pension Plan (HI) 396 · 0 off
- Indorama Ventures Defined Benefit Pension Plan (TX) 396 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.