401(k) · DOL Form 5500 · 2024

Johnson Brothers Liquor Company 401(k) Plan

Data updated 2026-08-25

$337M
Total assets Above avg plan size
3,676
Participants Above avg headcount
96th
Percentile by assets National rank
$91,764
Avg per participant Below avg balance/head
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Official DOL plan name: Johnson Brothers 401(k) Plan · Sponsored by Johnson Brothers Liquor Company · Minnesota · Wholesale Trade

$337M in assets, 3,676 participants

Johnson Brothers Liquor Company's Johnson Brothers 401(k) Plan reported $337M in total assets and 3,676 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #5,918 in Wholesale Trade (6,080 peers)

Coverage in Minnesota

Johnson Brothers 401(k) Plan covers 3,676 participants in Minnesota, 3.3x the typical Minnesota plan (state average ~1,126 per filing). Assets: $337M.

#5,918
in Wholesale Trade (6,080 peers)
+12.9%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Johnson Brothers 401(k) Plan's outsized position by total assets

Johnson Brothers 401(k) Plan vs every filed plan by assets

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

$337,325,385 Top 4% higher than 96% 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 Brothers 401(k) Plan's large-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 Brothers 401(k) Plan lands in the large band (3,676 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Johnson Brothers 401(k) Plan end-of-year assets rose from $299M in the plan year 2023 filing to $337M in the plan year 2024 filing.
  • Johnson Brothers 401(k) Plan reported participants rose from 3,477 in the plan year 2023 filing to 3,676 in the plan year 2024 filing.
  • Johnson Brothers 401(k) Plan reported net income fell from $40M in the plan year 2023 filing to $39M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410810551 · Johnson Brothers Liquor Company PY 2024 · 401(k)

Johnson Brothers 401(k) Plan · $337M · 3,676 · 96th

  • IND $337M
  • IND 3,676
  • IND 96th
  • IND 401(k)
  • IND near Ethosenergy 401(k) Plan
  • IND ind #5918

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Johnson Brothers 401(k) Plan in the asset neighbourhood

Western Wisconsin Electrical Workers Retirement PlanWestern Wisconsin Electrical…$337MDominion Enterprises 401(k) Employees' Savings PlanDominion Enterprises 401(k) …$337MEthosenergy 401(k) Plan$337MJohnson Brothers 401(k) Plan$337MSpectrum Brands 401(k) Retirement Savings PlanSpectrum Brands 401(k) Retir…$337M
End-of-year total assets ($M) among Johnson Brothers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$299M
Net Assets (End of Year)$337M
Net Income$39M
Employer EIN410810551
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Johnson Brothers Liquor Company)

Sponsor-wide plan assets over time

All Johnson Brothers Liquor Company plans reported in each filing year

Latest sponsor-wide plan assets
$337M 30.404707944584775% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $259M $337M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 3,300 $259M
2023 1 3,477 $299M
2024 1 3,676 $337M

Nearby 401(k) Plans in Minnesota

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

Johnson Brothers 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Johnson Brothers 401(k) Plan, Total assets ($B): 0.337325385 · Participants: 3676Johnson Brothers 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Johnson Brothers 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Johnson Brothers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Ethosenergy 401(k) Plan in TX ($337M); by covered participants it is Service Experts LLC 401(k) Plan in TX (3,675 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($337M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,676 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 Brothers 401(k) Plan assets move in 2024?
Johnson Brothers 401(k) Plan grew at a solid clip - up 12.9% during 2024, from $299M to $337M. Reported net income was $39M.
How have Johnson Brothers Liquor Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Johnson Brothers Liquor Company's sponsor-wide assets grew 30.4%, from $259M to $337M.
Where does Johnson Brothers 401(k) Plan rank by assets among Form 5500 filers?
Johnson Brothers 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Johnson Brothers 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Ethosenergy 401(k) Plan in TX ($337M, 1,347 participants).
Which 401(k) plans cover a similar participant headcount to Johnson Brothers 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Service Experts LLC 401(k) Plan in TX (3,675 participants, $152M in assets).