401(k) · DOL Form 5500 · 2024

Johnson Investment Counsel, Inc. 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
145
Participants Small participant base
89th
Percentile by assets National rank
$607,927
Avg per participant High balance/head
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Official DOL plan name: Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan · Sponsored by Johnson Investment Counsel, Inc. · Ohio · Finance & Insurance

$88M in assets, 145 participants

Johnson Investment Counsel, Inc.'s Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan reported $88M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,158 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan covers 145 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $88M.

#7,158
in Finance & Insurance (8,549 peers)
+15.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$88,149,386 Top 11% higher than 89% 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 Investment Counsel, Inc. Profit Sharing & 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan reported net income fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $77M in the plan year 2023 filing to $88M in the plan year 2024 filing.
  • Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan reported participants rose from 141 in the plan year 2023 filing to 145 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 311801770 · Johnson Investment Counsel, Inc. PY 2024 · 401(k)

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan · $88M · 145 · 89th

  • BOY $88M
  • BOY 145
  • BOY 89th
  • BOY 401(k)
  • BOY near Analytical Mechanics Associates 401(k) Plan
  • BOY ind #7158

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 Finance & Insurance retirement plans → · Plans in Ohio →

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Fry Communications, Inc. Retirement PlanFry Communications, Inc. Ret…$88MPresto 401(k) Plan$88MJohnson Investment Counsel, Inc. Profit Sharing & 401(k) PlanJohnson Investment Counsel, …$88MAnalytical Mechanics Associates 401(k) PlanAnalytical Mechanics Associa…$88MRadwell International, LLC 401(k) Profit Sharing PlanRadwell International, LLC 4…$88M
End-of-year total assets ($M) among Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$88M
Net Income$11M
Employer EIN311801770
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Johnson Investment Counsel, Inc.)

Sponsor-wide plan assets over time

All Johnson Investment Counsel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 40.98257945379306% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $62.5M $88.2M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 132 $63M
2023 1 141 $77M
2024 1 145 $88M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.088149386 · Participants: 145Johnson Investment Counsel, Inc. Profit Sharing & 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Analytical Mechanics Associates 401(k) Plan in VA ($88M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Investment Counsel, Inc. Profit Sharing & 401(k) Plan assets move in 2024? ▼
Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan grew at a solid clip - up 15.0% during 2024, from $77M to $88M. Reported net income was $11M.
How have Johnson Investment Counsel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson Investment Counsel, Inc.'s sponsor-wide assets grew 41.0%, from $63M to $88M.
Where does Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Analytical Mechanics Associates 401(k) Plan in VA ($88M, 680 participants).
Which 401(k) plans cover a similar participant headcount to Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants, N/A 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 311801770.

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.