401(k) · DOL Form 5500 · 2024

Johnson Financial Group, Inc. 401(k) Plan

Data updated 2026-08-11

$279M
Total assets
908
Participants
96th
Percentile by assets
$306,865
Avg per participant
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Official DOL plan name: Johnson Financial Group, Inc. Retirement and Savin · Sponsored by Johnson Financial Group, Inc. · Wisconsin · Finance & Insurance

$279M in assets, 908 participants

Johnson Financial Group, Inc.'s Johnson Financial Group, Inc. Retirement and Savin reported $279M in total assets and 908 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.

  • 96th percentile by assets (of 123,622 plans)
  • #7,923 in Finance & Insurance (8,549 peers)

Where Johnson Financial Group, Inc. Retirement and Savin sits by assets

Johnson Financial Group, Inc. Retirement and Savin sits in the top 5% of all filed plans by assets, $279M for 908 participants (~$306,865/participant), up 11.0% in 2024.

$279M
total plan assets (2024 EOY)
908
covered participants
96th
percentile by assets (of 123,622 plans)
$306,865
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Johnson Financial Group, Inc. Retirement and Savin reported net income fell from $32M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Johnson Financial Group, Inc. Retirement and Savin end-of-year assets rose from $251M in the plan year 2023 filing to $279M in the plan year 2024 filing.
  • Johnson Financial Group, Inc. Retirement and Savin reported participants fell from 1,017 in the plan year 2023 filing to 908 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Finance & Insurance

Johnson Financial Group, Inc. Retirement and Savin vs the 2024 asset distribution

By assets, Johnson Financial Group, Inc. Retirement and Savin outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$251M
Net Assets (End of Year)$279M
Net Income$28M
Employer EIN391629756
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Johnson Financial Group, Inc.)

$200M$220M$240M$260M$280M$300M 202220232024 $219M $279M ▲ +27.3%
Total plan assets by year, all Johnson Financial Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,018 $219M
2023 1 1,017 $251M
2024 1 908 $279M

Nearby 401(k) Plans in Wisconsin

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

Johnson Financial Group, Inc. Retirement and Savin vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Johnson Financial Group, Inc. Retirement and Savin vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Johnson Financial Gr…Advocate Aurora Heal…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …
Johnson Financial Group, Inc. Retirement and Savin vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Johnson Financial Group, Inc. Retirement… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Johnson Financial Group, Inc. Retirement and Savin by total assets, not by location.

Frequently Asked Questions

How did Johnson Financial Group, Inc. Retirement and Savin assets move in 2024? ▼
Johnson Financial Group, Inc. Retirement and Savin grew at a solid clip - up 11.0% during 2024, from $251M to $279M. Reported net income was $28M.
How have Johnson Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson Financial Group, Inc.'s sponsor-wide assets grew 27.3%, from $219M to $279M.
Where does Johnson Financial Group, Inc. Retirement and Savin rank by assets among Form 5500 filers? ▼
Johnson Financial Group, Inc. Retirement and Savin 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 Financial Group, Inc. Retirement and Savin? ▼
Among 401(k) plans in other states, the closest by assets is Fj Management Inc. 401(k) Plan in UT ($279M, 7,235 participants).

Next read for Johnson Financial Group, Inc. Retirement…

Scale reading

Ways to act on Johnson Financial Group, Inc. Retirement and Savin's numbers.

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 391629756.

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.