401(k) · DOL Form 5500 · 2024

Johnson Real Estate Investors, LLC. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
642
Participants Below avg headcount
77th
Percentile by assets National rank
$46,977
Avg per participant Low balance/head
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Official DOL plan name: Johnson Real Estate Investors, LLC. 401(k) Plan · Sponsored by Johnson Real Estate Investors, LLC. · Massachusetts · Professional & Technical Services

$30M in assets, 642 participants

Johnson Real Estate Investors, LLC.'s Johnson Real Estate Investors, LLC. 401(k) Plan reported $30M in total assets and 642 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,614 in Professional & Technical Services (20,173 peers)

Where Johnson Real Estate Investors, LLC. 401(k) Plan sits by assets

Johnson Real Estate Investors, LLC. 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 642 participants (~$46,977/participant), up 9.1% in 2024.

#15,614
in Professional & Technical Services (20,173 peers)
+9.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Johnson Real Estate Investors, LLC. 401(k) Plan's outsized position by total assets

Johnson Real Estate Investors, LLC. 401(k) Plan vs every filed plan by assets

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

$30,159,250 Top 23% higher than 77% 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 Real Estate Investors, LLC. 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 Real Estate Investors, LLC. 401(k) Plan sits mid-pack in the medium band (642 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Johnson Real Estate Investors, LLC. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Johnson Real Estate Investors, LLC. 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Johnson Real Estate Investors, LLC. 401(k) Plan reported participants rose from 633 in the plan year 2023 filing to 642 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042540540 · Johnson Real Estate Investors, LLC. PY 2024 · 401(k)

Johnson Real Estate Investors, LLC. 401(k) Plan · $30M · 642 · 77th

  • IND $30M
  • EOY 642
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Versa Products Company, Inc. 401(k) Profit Sharing Plan
  • EIN ind #15614

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Johnson Real Estate Investors, LLC. 401(k) Plan in the asset neighbourhood

Brown Strauss, Inc. 401(k) Savings PlanBrown Strauss, Inc. 401(k) S…$30MJohnson Real Estate Investors, LLC. 401(k) PlanJohnson Real Estate Investor…$30MVersa Products Company, Inc. 401(k) Profit Sharing PlanVersa Products Company, Inc.…$30MCarolina Asthma & Allergy Center, PA 401(k) PlanCarolina Asthma & Allergy Ce…$30MThe Spiratex Company Retirement PlanThe Spiratex Company Retirem…$30M
End-of-year total assets ($M) among Johnson Real Estate Investors, LLC. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN042540540
Plan Effective Date1992-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Johnson Real Estate Investors, LLC.)

Sponsor-wide plan assets over time

All Johnson Real Estate Investors, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 29.286233507289655% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.3M $30.2M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 504 $23M
2023 1 633 $28M
2024 1 642 $30M

Nearby 401(k) Plans in Massachusetts

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

Johnson Real Estate Investors, LLC. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Johnson Real Estate Investors, LLC. 401(k) Plan, Total assets ($B): 0.03015925 · Participants: 642Johnson Real Estate Investors, LLC. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Johnson Real Estate Investors, LLC. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Johnson Real Estate Investors, LLC. 401(k) Plan side-by-side with 3 peers →

Johnson Real Estate Investors, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Versa Products Company, Inc. 401(k) Profit Sharing Plan in NJ ($30M); by covered participants it is Foth & Van Dyke, LLC 401(k) Retirement Savings Plan in WI (642 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (642 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 Real Estate Investors, LLC. 401(k) Plan assets move in 2024? ▼
Johnson Real Estate Investors, LLC. 401(k) Plan grew at a solid clip - up 9.1% during 2024, from $28M to $30M. Reported net income was $3M.
How have Johnson Real Estate Investors, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson Real Estate Investors, LLC.'s sponsor-wide assets grew 29.3%, from $23M to $30M.
Where does Johnson Real Estate Investors, LLC. 401(k) Plan rank by assets among Form 5500 filers? ▼
Johnson Real Estate Investors, LLC. 401(k) Plan ranks in the 77th 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 Real Estate Investors, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Versa Products Company, Inc. 401(k) Profit Sharing Plan in NJ ($30M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Johnson Real Estate Investors, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Foth & Van Dyke, LLC 401(k) Retirement Savings Plan in WI (642 participants, $178M 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 042540540.

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.