Defined Benefit (Pension) · DOL Form 5500 · 2024

Johnson Controls, Inc. Pension Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
3,318
Participants Above avg headcount
99th
Percentile by assets National rank
$433,246
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Johnson Controls Pension Plan · Sponsored by Johnson Controls, Inc. · Wisconsin · Manufacturing

$1.4B in assets, 3,318 participants

Johnson Controls, Inc.'s Johnson Controls Pension Plan reported $1.4B in total assets and 3,318 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #17,433 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Johnson Controls Pension Plan covers 3,318 participants in Wisconsin, 5.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.4B.

#17,433
in Manufacturing (17,777 peers)
-10.3%
assets change YoY
14×
vs typical plan assets (national mean)

The plan reported a net loss of $163M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Johnson Controls Pension Plan's outsized position by total assets

Johnson Controls Pension Plan vs every filed plan by assets

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

$1,437,509,789 Top 1% higher than 99% 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 Controls Pension 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 Controls Pension Plan lands in the large band (3,318 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Johnson Controls Pension Plan reported net income fell from -$52M in the plan year 2023 filing to -$163M in the plan year 2024 filing.
  • Johnson Controls Pension Plan reported participants fell from 3,999 in the plan year 2023 filing to 3,318 in the plan year 2024 filing.
  • Johnson Controls Pension Plan end-of-year assets fell from $1.6B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390380010 · Johnson Controls, Inc. PY 2024 · Defined Benefit (Pension)

Johnson Controls Pension Plan · $1.4B · 3,318 · 99th

  • TYPE $1.4B
  • NET 3,318
  • BOOK 99th
  • VS-ST Defined Benefit (Pension)
  • BOY near Retirement Plan of Carilion Clinic
  • SCH ind #17433

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 Pension Plan in the asset neighbourhood

Johnson Controls Pension Plan$1.4BRetirement Plan of Carilion ClinicRetirement Plan of Carilion …$1.4BHuntington Ingalls Industries Retirement Plan BHuntington Ingalls Industrie…$1.4BSiemens Pension Plan$1.4BFelra & Ufcw Pension Plan$1.4B
End-of-year total assets ($B) among Johnson Controls Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$1.4B
Net Income-$163M
Employer EIN390380010
Plan Effective Date1957-10-01
Filing StatusFILING 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
$7.5B$8B$8.5B$9B 202220232024 $7.78B $8.63B ▲ +10.9%
Year Plans Participants Total Assets
2022 4 41,696 $7.8B
2023 4 49,559 $8.4B
2024 2 31,807 $8.6B

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Johnson Controls Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 11.522.533.54 Total assets ($B) Participants Johnson Controls Pension Plan, Total assets ($B): 1.437509789 · Participants: 3318Johnson Controls Pension PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Johnson Controls Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Johnson Controls Pension Plan side-by-side with 3 peers →

Johnson Controls Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Carilion Clinic in VA ($1.4B); by covered participants it is Ntess Retirement Income Plan in NM (3,323 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (3,318 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 Controls Pension Plan assets move in 2024? ▼
Johnson Controls Pension Plan pulled back noticeably - down 10.3% during 2024, from $1.6B to $1.4B. Reported net income was -$163M.
How have Johnson Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson Controls, Inc.'s sponsor-wide assets grew 10.8%, from $7.8B to $8.6B.
Where does Johnson Controls Pension Plan rank by assets among Form 5500 filers? ▼
Johnson Controls Pension Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Johnson Controls Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Carilion Clinic in VA ($1.4B, 10,559 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Johnson Controls Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ntess Retirement Income Plan in NM (3,323 participants, $6.2B 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 390380010.

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.