Defined Benefit (Pension) · DOL Form 5500 · 2024
Axel Johnson Inc. Pension Plan
Data updated 2026-07-24
- $79M
- Total assets
- 94
- Participants
- 89th
- Percentile by assets
- $837,363
- Avg per participant
Official DOL plan name: Axel Johnson Inc. Retirement Plan · Sponsored by Axel Johnson Inc. · Connecticut · Wholesale Trade
$79M in assets, 94 participants
Axel Johnson Inc.'s Axel Johnson Inc. Retirement Plan reported $79M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 116,472 plans)
Where Axel Johnson Inc. Retirement Plan sits by assets
Axel Johnson Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $79M for 94 participants (~$837,363/participant), down 2.0% in 2024.
- $79M
- total plan assets (2024 EOY)
- 94
- covered participants
- 89th
- percentile by assets (of 116,472 plans)
- $837,363
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Axel Johnson Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Axel Johnson Inc. Retirement Plan reported participants fell from 99 in the plan year 2023 filing to 94 in the plan year 2024 filing.
- Axel Johnson Inc. Retirement Plan end-of-year assets fell from $80M in the plan year 2023 filing to $79M in the plan year 2024 filing.
Axel Johnson Inc. Retirement Plan vs the 2024 asset distribution
By assets, Axel Johnson Inc. Retirement Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | -$2M |
| Employer EIN | 061600707 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Axel Johnson Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 943 | $235M |
| 2023 | 2 | 1,052 | $263M |
| 2024 | 2 | 1,036 | $274M |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Axel Johnson Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
- Rtx Consolidated Pension Plan $41.6B · 36,180
- The Citigroup Pension Plan $10.0B · 15,906
- Eversource Pension Plan $5.8B · 3,428
- Retirement Plan for Employees of Aetna Inc. $5.2B · 9,682
- The Hartford Retirement Plan for U.S. Employees $3.4B · 7,034
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Axel Johnson Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Axel Johnson Inc. Retirement Plan assets move in 2024? ▼
How have Axel Johnson Inc. plan assets changed over time? ▼
Where does Axel Johnson Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Axel Johnson Inc. Retirement Plan? ▼
Next read for Axel Johnson Inc. Retirement Plan
Scale reading
Ways to act on Axel Johnson Inc. Retirement Plan's numbers.
- By total assets, Axel Johnson Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Connecticut. Compare plans
- Axel Johnson Inc.'s sponsor-wide assets have grown 16.7% since 2022 across 3 plan years on file. More Wholesale Trade plans
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 061600707.
Read our methodology - how this data is sourced, computed, and verified.