Other · DOL Form 5500 · 2024

Johnson Controls De Puerto Rico Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
76
Participants Small participant base
69th
Percentile by assets National rank
$251,541
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan · Sponsored by Johnson Controls De Puerto Rico Inc. · Puerto Rico · Manufacturing

$19M in assets, 76 participants

Johnson Controls De Puerto Rico Inc.'s Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan reported $19M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,428 in Manufacturing (17,777 peers)

Johnson Controls De Puerto Rico Inc. multi-year trail

Johnson Controls De Puerto Rico Inc.'s plans moved +25.6% in assets from 2022 to 2024; this filing shows Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan at $19M / 76 participants.

#10,428
in Manufacturing (17,777 peers)
+11.1%
assets growth YoY

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan's outsized position by total assets

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,117,131 Top 31% higher than 69% of 123,620 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 2024

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan reported participants rose from 75 in the plan year 2023 filing to 76 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660533700 · Johnson Controls De Puerto Rico Inc. PY 2024 · Other

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan · $19M · 76 · 69th

  • PCT $19M
  • PCT 76
  • PCT 69th
  • PCT Other
  • PCT near Boone Health 403(b)
  • PCT ind #10428

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 Puerto Rico →

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan in the asset neighbourhood

Employee Benefit Plan of Summit Plastics, Inc.Employee Benefit Plan of Sum…$19MJohnson Controls De Puerto Rico, Inc. Savings and Investment PlanJohnson Controls De Puerto R…$19MBoone Health 403(b)$19MKkv Retirement Plan$19MSayre School 403(b) DC Plan$19M
End-of-year total assets ($M) among Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Johnson Controls De Puerto Rico Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Johnson Controls De Puerto Rico Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 25.598949540867604% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.2M $19.1M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 71 $15M
2023 1 75 $17M
2024 1 76 $19M

Johnson Controls De Puerto Rico Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN660533700
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Puerto Rico

Peer Other plans, same state, same plan type, ranked by total assets.

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 050100150 Total assets ($M) Participants Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan, Total assets ($M): 19.117131 · Participants: 76Johnson Controls De Puerto Rico, Inc. Savings and Investment PlanEvertec Group, LLC Savings & Investment Plan, Total assets ($M): 117.583093 · Participants: 1289Evertec Group, LLC Savings & Investment PlanBd Savings Plan for Puerto Rico Employees, Total assets ($M): 89.855217 · Participants: 1353Bd Savings Plan for Puerto Rico EmployeesSarco Employees Retirement Plan, Total assets ($M): 24.734691 · Participants: 2696Sarco Employees Retirement PlanUnion De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement Plan, Total assets ($M): 24.48824 · Participants: 207Union De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement PlanToyota De Puerto Rico Corp. Savings and Investment Plan, Total assets ($M): 20.838423 · Participants: 133Toyota De Puerto Rico Corp. Savings and Investment Plan
Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan vs. nearby Other plans in Puerto Rico, assets vs. participants
Compare Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan side-by-side with 3 peers →

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan's out-of-state Other peers by assets and headcount

Outside Puerto Rico, the nearest Other by assets is Boone Health 403(b) in MO ($19M); by covered participants it is Rocky Hill Country Day School 403(b) Retirement Plan in RI (76 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan assets move in 2024? ▼
Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan grew at a solid clip - up 11.1% during 2024, from $17M to $19M. Reported net income was $2M.
How have Johnson Controls De Puerto Rico Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson Controls De Puerto Rico Inc.'s sponsor-wide assets grew 25.6%, from $15M to $19M.
Which Other plans are similar in size to Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan? ▼
Among Other plans in other states, the closest by assets is Boone Health 403(b) in MO ($19M, N/A participants).
Which Other plans cover a similar participant headcount to Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan? ▼
Among Other plans in other states, the closest by covered participants is Rocky Hill Country Day School 403(b) Retirement Plan in RI (76 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660533700.

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.