401(k)
2024 plan-year 401(k) DOL Form 5500

Johanna Foods, Inc. Savings and Investment Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Johanna Foods, Inc. · New Jersey · Manufacturing

What the 2023 filing shows

Johanna Foods, Inc. Savings and Investment Plan holds $23M for 160 participants — about $143,998 per participant, up 9.2% over the 2024 plan year.

$23M
total plan assets (2024 EOY)
160
covered participants
$143,998
avg assets per participant
+9.2%
assets growth YoY
Total Assets (2023)
$23M
Participants
160
State
Industry
Manufacturing

What the Filing Says About Johanna Foods, Inc. Savings and Investment Plan

Johanna Foods, Inc. Savings and Investment Plan is a 401(k) retirement plan sponsored by Johanna Foods, Inc., headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 160 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 222973062, and the plan has been effective since 1995-03-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $21M at the beginning of 2024 to $23M at year-end — a gain of 9.2%. Net assets (after liabilities) closed the year at $23M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$21M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$2M
Plan Type401(k)
Employer EIN222973062
Plan Effective Date1995-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Johanna Foods, Inc.)

Year Plans Participants Total Assets
2022 4 436 $44M
2023 4 425 $46M
2024 4 416 $49M

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Frequently Asked Questions

How much money is in the Johanna Foods, Inc. Savings and Investment Plan?
As of the 2024 Form 5500 filing, Johanna Foods, Inc. Savings and Investment Plan holds $23M in total assets with 160 participants. It is sponsored by Johanna Foods, Inc..
What type of plan is Johanna Foods, Inc. Savings and Investment Plan?
Johanna Foods, Inc. Savings and Investment Plan is a 401(k) plan. It has been effective since 1995-03-31. The plan is filed with the U.S. Department of Labor under EIN 222973062.
Who sponsors the Johanna Foods, Inc. Savings and Investment Plan?
Johanna Foods, Inc. Savings and Investment Plan is sponsored by Johanna Foods, Inc., located in New Jersey. The sponsor's EIN is 222973062 and the plan operates in the Manufacturing industry.
How did Johanna Foods, Inc. Savings and Investment Plan perform in 2024?
Johanna Foods, Inc. Savings and Investment Plan grew by 9.2% during 2024, moving from $21M to $23M in total assets. Net income was $2M.
Where can I find official filings for Johanna Foods, Inc. Savings and Investment Plan?
Official Form 5500 filings for Johanna Foods, Inc. Savings and Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222973062 or plan name at efast.dol.gov.
How does Johanna Foods, Inc. Savings and Investment Plan compare to other plans?
You can compare Johanna Foods, Inc. Savings and Investment Plan against other 401(k) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 222973062.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.