401(k) · DOL Form 5500 · 2024

Johnson Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$279M
Total assets Near avg plan size
908
Participants Near avg headcount
96th
Percentile by assets National rank
$306,865
Avg per participant High balance/head
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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.

  • #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.

#7,923
in Finance & Insurance (8,549 peers)
+11.0%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Johnson Financial Group, Inc. Retirement and Savin's outsized position by total assets

Johnson Financial Group, Inc. Retirement and Savin vs every filed plan by assets

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

$278,633,696 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 Financial Group, Inc. Retirement and Savin 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 Financial Group, Inc. Retirement and Savin sits mid-pack in the medium band (908 participants).

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 →

Plan-year Form 5500 strip

Filing strip 391629756 · Johnson Financial Group, Inc. PY 2024 · 401(k)

Johnson Financial Group, Inc. Retirement and Savin · $279M · 908 · 96th

  • IND $279M
  • IND 908
  • IND 96th
  • IND 401(k)
  • IND near Fj Management Inc. 401(k) Plan
  • IND ind #7923

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 Wisconsin →

Johnson Financial Group, Inc. Retirement and Savin in the asset neighbourhood

Brandes Investment Partners, L.P. 401(k) PlanBrandes Investment Partners,…$279MFj Management Inc. 401(k) PlanFj Management Inc. 401(k) Pl…$279MTsmc North America 401(k) PlanTsmc North America 401(k) Pl…$279MJohnson Financial Group, Inc. Retirement and SavinJohnson Financial Group, Inc…$279MAmneal Pharmaceuticals LLC and Subsidiaries 401(k) PlanAmneal Pharmaceuticals LLC a…$278M
End-of-year total assets ($M) among Johnson Financial Group, Inc. Retirement and Savin and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Johnson Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$279M 27.275605846778227% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $219M $279M ▲ +27.3%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Johnson Financial Group, Inc. Retirement and Savin, Total assets ($B): 0.278633696 · Participants: 908Johnson Financial Group, Inc. Retirement and SavinAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Johnson Financial Group, Inc. Retirement and Savin vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Johnson Financial Group, Inc. Retirement and Savin side-by-side with 3 peers →

Johnson Financial Group, Inc. Retirement and Savin's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Fj Management Inc. 401(k) Plan in UT ($279M); by covered participants it is Jackson Furniture Industries, Inc Retirement Plan in TN (908 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($279M here).

Similar participant headcount

Nearest other-state filings by covered participants (908 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 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).
Which 401(k) plans cover a similar participant headcount to Johnson Financial Group, Inc. Retirement and Savin? ▼
Among 401(k) plans in other states, the closest by covered participants is Jackson Furniture Industries, Inc Retirement Plan in TN (908 participants, $5M 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 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.