401(k) · DOL Form 5500 · 2024
Johnson Controls, Inc. 401(k) Plan
Data updated 2026-08-25
- $7.2B
- Total assets Very large vs avg
- 28,489
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $252,327
- Avg per participant Above avg balance/head
Official DOL plan name: Johnson Controls Retirement Savings and Investment Plan · Sponsored by Johnson Controls, Inc. · Wisconsin · Manufacturing
$7.2B in assets, 28,489 participants
Johnson Controls, Inc.'s Johnson Controls Retirement Savings and Investment Plan reported $7.2B in total assets and 28,489 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #17,688 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Johnson Controls Retirement Savings and Investment Plan covers 28,489 participants in Wisconsin, 51x the typical Wisconsin plan (state average ~563 per filing). Assets: $7.2B.
- #17,688
- in Manufacturing (17,777 peers)
- +16.7%
- assets growth YoY
- 72×
- vs typical plan assets (national mean)
Johnson Controls Retirement Savings and Investment Plan's outsized position by total assets
Johnson Controls Retirement Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,188,548,319 Highest reported value at or above every one of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Johnson Controls Retirement Savings and Investment Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Johnson Controls Retirement Savings and Investment Plan is a mega filing (28,489 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Johnson Controls Retirement Savings and Investment Plan end-of-year assets rose from $6.2B in the plan year 2023 filing to $7.2B in the plan year 2024 filing.
- Johnson Controls Retirement Savings and Investment Plan reported net income fell from $611M in the plan year 2023 filing to $520M in the plan year 2024 filing.
- Johnson Controls Retirement Savings and Investment Plan reported participants fell from 28,904 in the plan year 2023 filing to 28,489 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 390380010 · Johnson Controls, Inc. PY 2024 · 401(k)
Johnson Controls Retirement Savings and Investment Plan · $7.2B · 28,489 · 100th
- IND $7.2B
- EOY 28,489
- 5500 100th
- ASSETS 401(k)
- PCT near The Hartford Investment and Savings Plan
- EIN ind #17688
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 Wisconsin →
Johnson Controls Retirement Savings and Investment Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $6.2B |
|---|---|
| Net Assets (End of Year) | $7.2B |
| Net Income | $520M |
| Employer EIN | 390380010 |
| Plan Effective Date | 2017-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Johnson Controls, Inc.)
Sponsor-wide plan assets over time
All Johnson Controls, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8.6B 10.81260739222597% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 41,696 | $7.8B |
| 2023 | 4 | 49,559 | $8.4B |
| 2024 | 2 | 31,807 | $8.6B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
- Epic Systems Corporation 401(k) Plan $2.9B · 13,955
Scale composition for Johnson Controls Retirement Savings and Investment Plan
Johnson Controls Retirement Savings and Investment Plan reports $7.2B in end-of-year assets across 28,489 participants (0.058% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.030% of 93,925,755 covered participants) - about $252,327 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2024 was $520M.
This plan identity (EIN 390380010, plan #026) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.5B to $7.2B (+29.6%) while covered participants moved from 28,701 to 28,489 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,701 | $5.5B | Open filing |
| 2023 | 28,904 | $6.2B | Open filing |
| 2024 · index core | 28,489 | $7.2B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Johnson Controls Pension Plan (Defined Benefit (Pension), $1.4B, 3,318 participants)
Johnson Controls Retirement Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is The Hartford Investment and Savings Plan in CT ($7.2B); by covered participants it is The Rite Aid 401(k) Plan in PA (28,313 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7.2B here).
- The Hartford Investment and Savings Plan (CT) $7.2B · 18,614
- Ntess Savings and Income Plan (NM) $7.2B · 15,926
- Automatic Data Processing, Inc. Retirement and Savings Plan (NJ) $7.3B · 34,557
- Elevator Constructors Annuity and 401(k) Retirement Plan (PA) $7.3B · 30,239
Similar participant headcount
Nearest other-state filings by covered participants (28,489 participants); asset peers above are excluded.
- The Rite Aid 401(k) Plan (PA) 28,313 · 176 off
- Trinet Select 401(k) Plan (CA) 28,275 · 214 off
- Endeavor Health 401(k) Plan (IL) 28,727 · 238 off
- Panera Bread Company 401(k) Retirement Savings Plan (MO) 28,197 · 292 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.