Defined Benefit (Pension) · DOL Form 5500 · 2024

John Wiley & Sons,Inc. Pension Plan

Data updated 2026-08-25

$174M
Total assets Near avg plan size
341
Participants Below avg headcount
94th
Percentile by assets National rank
$510,762
Avg per participant High balance/head
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Official DOL plan name: Employees' Retirement Plan of John Wiley & Sons,Inc. · Sponsored by John Wiley & Sons,Inc. · New Jersey · Information & Media

$174M in assets, 341 participants

John Wiley & Sons,Inc.'s Employees' Retirement Plan of John Wiley & Sons,Inc. reported $174M in total assets and 341 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #2,558 in Information & Media (2,822 peers)

Coverage in New Jersey

Employees' Retirement Plan of John Wiley & Sons,Inc. covers 341 participants in New Jersey, about 40% of the average New Jersey filer (state average ~844 per filing). Assets: $174M.

#2,558
in Information & Media (2,822 peers)
+0.3%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Employees' Retirement Plan of John Wiley & Sons,Inc.'s outsized position by total assets

Employees' Retirement Plan of John Wiley & Sons,Inc. vs every filed plan by assets

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

$174,169,964 Top 6% higher than 94% 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

Employees' Retirement Plan of John Wiley & Sons,Inc. 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. Employees' Retirement Plan of John Wiley & Sons,Inc. sits mid-pack in the medium band (341 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employees' Retirement Plan of John Wiley & Sons,Inc. reported net income rose from -$13M in the plan year 2023 filing to $615K in the plan year 2024 filing.
  • Employees' Retirement Plan of John Wiley & Sons,Inc. reported participants fell from 396 in the plan year 2023 filing to 341 in the plan year 2024 filing.
  • Employees' Retirement Plan of John Wiley & Sons,Inc. end-of-year assets rose from $174M in the plan year 2023 filing to $174M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 135593032 · John Wiley & Sons,Inc. PY 2024 · Defined Benefit (Pension)

Employees' Retirement Plan of John Wiley & Sons,Inc. · $174M · 341 · 94th

  • PCT $174M
  • PCT 341
  • PCT 94th
  • PCT Defined Benefit (Pension)
  • PCT near Ada Employees' Retirement Plan
  • PCT ind #2558

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 Information & Media retirement plans → · Plans in New Jersey →

Employees' Retirement Plan of John Wiley & Sons,Inc. in the asset neighbourhood

Sidley Austin LLP Ret Plan for Secretarial StaffSidley Austin LLP Ret Plan f…$175MMorrison & Foerster LLP Cash Balance Retirement PlanMorrison & Foerster LLP Cash…$174MAda Employees' Retirement PlanAda Employees' Retirement Pl…$174MDonaldson Company, Inc. Salaried Employees Pension PlanDonaldson Company, Inc. Sala…$174MEmployees' Retirement Plan of John Wiley & Sons,Inc.Employees' Retirement Plan o…$174M
End-of-year total assets ($M) among Employees' Retirement Plan of John Wiley & Sons,Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$174M
Net Assets (End of Year)$174M
Net Income$615K
Employer EIN135593032
Plan Effective Date1955-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John Wiley & Sons,Inc.)

Sponsor-wide plan assets over time

All John Wiley & Sons,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$845M 12.86853125072868% vs 2022
2024 filing year
$700M$750M$800M$850M$900M 202220232024 $748M $845M ▲ +12.9%
Year Plans Participants Total Assets
2022 2 3,591 $748M
2023 2 3,961 $825M
2024 2 3,193 $845M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Employees' Retirement Plan of John Wiley & Sons,Inc. vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Employees' Retirement Plan of John Wiley & Sons,Inc., Total assets ($B): 0.174169964 · Participants: 341Employees' Retirement Plan of John Wiley & Sons,Inc.Retirement 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
Employees' Retirement Plan of John Wiley & Sons,Inc. vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Employees' Retirement Plan of John Wiley & Sons,Inc. side-by-side with 3 peers →

Employees' Retirement Plan of John Wiley & Sons,Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Ada Employees' Retirement Plan in IL ($174M); by covered participants it is Sekisui Kydex, LLC, Et Al Retirement Plan in PA (341 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (341 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 Employees' Retirement Plan of John Wiley & Sons,Inc. assets move in 2024? ▼
Employees' Retirement Plan of John Wiley & Sons,Inc. held essentially flat - up 0.3% during 2024, from $174M to $174M. Reported net income was $615K.
How have John Wiley & Sons,Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Wiley & Sons,Inc.'s sponsor-wide assets grew 12.9%, from $748M to $845M.
Where does Employees' Retirement Plan of John Wiley & Sons,Inc. rank by assets among Form 5500 filers? ▼
Employees' Retirement Plan of John Wiley & Sons,Inc. ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Employees' Retirement Plan of John Wiley & Sons,Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ada Employees' Retirement Plan in IL ($174M, 442 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Retirement Plan of John Wiley & Sons,Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sekisui Kydex, LLC, Et Al Retirement Plan in PA (341 participants, $39M 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 135593032.

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.