Defined Benefit (Pension) · DOL Form 5500 · 2024

Axel Johnson Inc. Pension Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
94
Participants Small participant base
89th
Percentile by assets National rank
$837,363
Avg per participant High balance/head
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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.

  • #5,493 in Wholesale Trade (6,080 peers)

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.

#5,493
in Wholesale Trade (6,080 peers)
-2.0%
assets change YoY
0.8×
vs typical plan assets (national mean)

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.

Axel Johnson Inc. Retirement Plan's outsized position by total assets

Axel Johnson Inc. Retirement Plan vs every filed plan by assets

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

$78,712,139 Top 11% higher than 89% 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

Axel Johnson Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Axel Johnson Inc. Retirement Plan is a small filing (94 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 061600707 · Axel Johnson Inc. PY 2024 · Defined Benefit (Pension)

Axel Johnson Inc. Retirement Plan · $79M · 94 · 89th

  • EIN $79M
  • EIN 94
  • EIN 89th
  • EIN Defined Benefit (Pension)
  • EIN near Retirement Income Plan for Employees of Eisenhower Medical Center
  • EIN ind #5493

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Axel Johnson Inc. Retirement Plan in the asset neighbourhood

Pension Plan for Employees of Carl Zeiss, Inc.Pension Plan for Employees o…$79MColonial Pipeline Company Retirement PlanColonial Pipeline Company Re…$79MRetirement Income Plan for Employees of Eisenhower Medical CenterRetirement Income Plan for E…$79MIla Local 1478-2 Pension Plan$79MAxel Johnson Inc. Retirement PlanAxel Johnson Inc. Retirement…$79M
End-of-year total assets ($M) among Axel Johnson Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$79M
Net Income-$2M
Employer EIN061600707
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axel Johnson Inc.)

Sponsor-wide plan assets over time

All Axel Johnson Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$274M 16.656156605624776% vs 2022
2024 filing year
$220M$240M$260M$280M 202220232024 $235M $274M ▲ +16.7%
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 Scatter plot of 6 data points. -10000010000200003000040000 -1001020304050 Total assets ($B) Participants Axel Johnson Inc. Retirement Plan, Total assets ($B): 0.078712139 · Participants: 94Axel Johnson Inc. Retirement PlanRtx Consolidated Pension Plan, Total assets ($B): 41.643558189 · Participants: 36180Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 9.993084827 · Participants: 15906The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.763055773 · Participants: 3428Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.242514983 · Participants: 9682Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.395288837 · Participants: 7034The Hartford Retirement Plan for U.S. Employees
Axel Johnson Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Axel Johnson Inc. Retirement Plan side-by-side with 3 peers →

Axel Johnson Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for Employees of Eisenhower Medical Center in CA ($79M); by covered participants it is Rand-Whitney Retirement Plan for Members of Bargaining Units in MA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Axel Johnson Inc. Retirement Plan assets move in 2024? ▼
Axel Johnson Inc. Retirement Plan edged down modestly - down 2.0% during 2024, from $80M to $79M. Reported net income was -$2M.
How have Axel Johnson Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axel Johnson Inc.'s sponsor-wide assets grew 16.7%, from $235M to $274M.
Where does Axel Johnson Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Axel Johnson Inc. Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Axel Johnson Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for Employees of Eisenhower Medical Center in CA ($79M, 488 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Axel Johnson Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Rand-Whitney Retirement Plan for Members of Bargaining Units in MA (94 participants, $4M 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 061600707.

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.