Other · DOL Form 5500 · 2024
Johnson Controls De Puerto Rico Inc. Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 76
- Participants
- 69th
- Percentile by assets
- $251,541
- Avg per participant
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.
- 69th percentile by assets (of 123,622 plans)
- #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.
- $19M
- total plan assets (2024 EOY)
- 76
- covered participants
- 69th
- percentile by assets (of 123,622 plans)
- $251,541
- avg assets per participant
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.
Johnson Controls De Puerto Rico Inc. across 3 plan years on file
Across the 3 plan years Johnson Controls De Puerto Rico Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $19M, a gain of 25.6%, while reported participants moved from 71 to 76 (+7.0%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($15M).
Johnson Controls De Puerto Rico Inc. multi-year asset trail
| 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 EIN | 660533700 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING 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
- Evertec Group, LLC Savings & Investment Plan $118M · 1,289
- Bd Savings Plan for Puerto Rico Employees $90M · 1,353
- Sarco Employees Retirement Plan $25M · 2,696
- Union De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement Plan $24M · 207
- Toyota De Puerto Rico Corp. Savings and Investment Plan $21M · 133
Similar-Sized Other Plans Nationally
Other plans in other states closest to Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan by total assets, not by location.
- Boone Health 403(b) (MO) $19M · N/A
- Kkv Retirement Plan (HI) $19M · 281
- Sayre School 403(b) DC Plan (KY) $19M · 179
- Employee Benefit Plan of Summit Plastics, Inc. (MS) $19M · 279
Frequently Asked Questions
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Multi-year trail
Ways to act on Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan's numbers.
- By total assets, Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Puerto Rico. Compare plans
- Johnson Controls De Puerto Rico Inc.'s sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Manufacturing plans