Defined Benefit (Pension) · DOL Form 5500 · 2024

Johnson and Johnson Pension Plan

Data updated 2026-08-25

$406M
Total assets Above avg plan size: 945
Participants Near avg headcount: 97th
Percentile by assets National rank: $429,487
Avg per participant High balance/head

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Official DOL plan name: Retirement Plan for Union Represented Employees · Sponsored by Johnson and Johnson · New Jersey · Manufacturing

$406M in assets, 945 participants

Johnson and Johnson's Retirement Plan for Union Represented Employees reported $406M in total assets and 945 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

#16,843 in Manufacturing (17,777 peers)

Where Retirement Plan for Union Represented Employees sits by assets

Retirement Plan for Union Represented Employees sits in the top 5% of all filed plans by assets, $406M for 945 participants (~$429,487/participant), down 21.8% in 2024.

#16,843
in Manufacturing (17,777 peers): -21.8%
assets change YoY: 4.1×
vs typical plan assets (national mean)

The plan reported a net loss of $113M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Union Represented Employees's outsized position by total assets

Retirement Plan for Union Represented Employees vs every filed plan by assets

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

$405,865,367 Top 3% higher than 97% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Retirement Plan for Union Represented Employees 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. Retirement Plan for Union Represented Employees sits mid-pack in the medium band (945 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Retirement Plan for Union Represented Employees reported net income fell from $30M in the plan year 2023 filing to -$113M in the plan year 2024 filing.
Retirement Plan for Union Represented Employees end-of-year assets fell from $519M in the plan year 2023 filing to $406M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 221024240 · Johnson and Johnson PY 2024 · Defined Benefit (Pension)

Retirement Plan for Union Represented Employees · $406M · 945 · 97th

EBSA $406M
EBSA 945
EBSA 97th
EBSA Defined Benefit (Pension)
EBSA near Sheet Metal Workers' Local 10 Pension Fund
EBSA ind #16843

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 →

End-of-year total assets ($M) among Retirement Plan for Union Represented Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$519M
Net Assets (End of Year)	$405M
Net Income	-$113M
Employer EIN	221024240
Plan Effective Date	1949-12-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Johnson and Johnson)

Latest sponsor-wide plan assets: $46.3B 8.602657274734685% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	5	89,338	$42.6B
2023	5	88,565	$45.0B
2024	5	89,848	$46.3B

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Retirement Plan for Union Represented Employees vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Retirement Plan of Johnson and Johnson $21.1B · 37,882
JPMorgan Chase Retirement Plan $16.1B · 83,812
Nokia Retirement Income Plan $12.9B · 7,280
The Prudential Merged Retirement Plan $12.0B · 16,233
Merck US Pension Plan $10.1B · 26,843

Compare Retirement Plan for Union Represented Employees side-by-side with 3 peers →

Retirement Plan for Union Represented Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers' Local 10 Pension Fund in MN ($406M); by covered participants it is Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 in AZ (946 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($406M here).

Sheet Metal Workers' Local 10 Pension Fund (MN) $406M · 2,616
Abx Air, Inc Pilots Minimum Monthly Retirement Income Plan (OH) $406M · 108
Liberty Utilities Defined Benefit Pension Plan (AZ) $405M · 578
Retirement Plan for Employees of S.C. Johnson & So (WI) $407M · 557

Similar participant headcount

Nearest other-state filings by covered participants (945 participants); asset peers above are excluded.

Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 (AZ) 946 · 1 off
Cbs Combined Pension Plan (NY) 948 · 3 off
Recology Defined Benefit Pension Plan (CA) 942 · 3 off
Delta Dental of California Cash Balance Retirement Plan (CA) 949 · 4 off

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 Retirement Plan for Union Represented Employees assets move in 2024? ▼

Retirement Plan for Union Represented Employees declined sharply - down 21.8% during 2024, from $519M to $406M. Reported net income was -$113M.

How have Johnson and Johnson plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Johnson and Johnson's sponsor-wide assets grew 8.6%, from $42.6B to $46.3B.

Where does Retirement Plan for Union Represented Employees rank by assets among Form 5500 filers? ▼

Retirement Plan for Union Represented Employees ranks in the 97th 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Union Represented Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers' Local 10 Pension Fund in MN ($406M, 2,616 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Union Represented Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 in AZ (946 participants, $175M 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 221024240.