Defined Benefit (Pension) · DOL Form 5500 · 2024

Johnson & Rountree Premium, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
27
Participants Small participant base
37th
Percentile by assets National rank
$138,706
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan · Sponsored by Johnson & Rountree Premium, Inc. · California · Finance & Insurance

$4M in assets, 27 participants

Johnson & Rountree Premium, Inc.'s Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan reported $4M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,110 in Finance & Insurance (8,549 peers)

2024 asset change

Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan grew at a solid clip 9.1% in 2024 ($3M → $4M) for 27 participants.

#2,110
in Finance & Insurance (8,549 peers)
+9.1%
assets growth YoY

Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$3,745,059 37th percentile higher than 37% 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 & Rountree Premium, Inc. Defined Benefit Pension 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 & Rountree Premium, Inc. Defined Benefit Pension Plan is a small filing (27 participants) on this national headcount ladder.

DOL schedule card

Filing strip 330627073 · Johnson & Rountree Premium, Inc. PY 2024 · Defined Benefit (Pension)

Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan · $4M · 27 · 37th

  • SCH $4M
  • SCH 27
  • SCH 37th
  • SCH Defined Benefit (Pension)
  • SCH near Montgomery General Hospital Employees' Pension Plan
  • SCH ind #2110

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 California →

Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Fairbanks Scales Inc. Union Pension PlanFairbanks Scales Inc. Union …$4MPrecision Valve North America, Inc. Pension PlanPrecision Valve North Americ…$4MGlenwood Academy Employees Defined Benefit Retirement PlanGlenwood Academy Employees D…$4MJohnson & Rountree Premium, Inc. Defined Benefit Pension PlanJohnson & Rountree Premium, …$4MMontgomery General Hospital Employees' Pension PlanMontgomery General Hospital …$4M
End-of-year total assets ($M) among Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$314K
Employer EIN330627073
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.003745059 · Participants: 27Johnson & Rountree Premium, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Montgomery General Hospital Employees' Pension Plan in WV ($4M); by covered participants it is Retirement Plan for Employees of Beckley Water Company in WV (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 & Rountree Premium, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan grew at a solid clip - up 9.1% during 2024, from $3M to $4M. Reported net income was $314K.
Which Defined Benefit (Pension) plans are similar in size to Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Montgomery General Hospital Employees' Pension Plan in WV ($4M, 92 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Beckley Water Company in WV (27 participants, $12M 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 330627073.

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.