Defined Benefit (Pension) · DOL Form 5500 · 2024

Johanna Foods, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
56
Participants Small participant base
43rd
Percentile by assets National rank
$92,579
Avg per participant Below avg balance/head
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Official DOL plan name: Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division · Sponsored by Johanna Foods, Inc. · New Jersey · Manufacturing

$5M in assets, 56 participants

Johanna Foods, Inc.'s Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division reported $5M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,577 in Manufacturing (17,777 peers)

Johanna Foods, Inc. multi-year trail

Johanna Foods, Inc.'s plans moved +11.3% in assets from 2022 to 2024; this filing shows Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division at $5M / 56 participants.

#4,577
in Manufacturing (17,777 peers)
+5.2%
assets growth YoY

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division's mid-pack asset rank among Manufacturing and all filers

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division vs every filed plan by assets

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

$5,184,418 43rd percentile higher than 43% 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

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division reported net income fell from $607K in the plan year 2023 filing to $257K in the plan year 2024 filing.
  • Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division reported participants fell from 59 in the plan year 2023 filing to 56 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 222973062 · Johanna Foods, Inc. PY 2024 · Defined Benefit (Pension)

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division · $5M · 56 · 43rd

  • 5500 $5M
  • ASSETS 56
  • PCT 43rd
  • EIN Defined Benefit (Pension)
  • RANK near C & C Jewelry, Mfg., Inc. Defined Benefit Pension Plan
  • PHOTO ind #4577

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 New Jersey →

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division in the asset neighbourhood

C & C Jewelry, Mfg., Inc. Defined Benefit Pension PlanC & C Jewelry, Mfg., Inc. De…$5MKar Products Retirement Income PlanKar Products Retirement Inco…$5MAir Express International USA, Inc. Chicago Clerical EmployeesAir Express International US…$5MPension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products DivisionPension Plan for Union Emplo…$5MSolov and Teitell, a Professional Corporation Pension PlanSolov and Teitell, a Profess…$5M
End-of-year total assets ($M) among Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Johanna Foods, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Johanna Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 11.291531515656487% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $44.1M $49.1M ▲ +11.3%
Year Plans Participants Total Assets
2022 4 436 $44M
2023 4 425 $46M
2024 4 416 $49M

Johanna Foods, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$257K
Employer EIN222973062
Plan Effective Date1980-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division, Total assets ($B): 0.005184418 · Participants: 56Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products DivisionRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division side-by-side with 3 peers →

Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is C & C Jewelry, Mfg., Inc. Defined Benefit Pension Plan in CA ($5M); by covered participants it is Los Angeles Turf Club, Incorporated Retirement Income Plan in CA (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division assets move in 2024? ▼
Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division grew at a solid clip - up 5.2% during 2024, from $5M to $5M. Reported net income was $257K.
How have Johanna Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johanna Foods, Inc.'s sponsor-wide assets grew 11.3%, from $44M to $49M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is C & C Jewelry, Mfg., Inc. Defined Benefit Pension Plan in CA ($5M, 70 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products Division? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Los Angeles Turf Club, Incorporated Retirement Income Plan in CA (56 participants, $24M 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 222973062.

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.