Johnson Controls, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Johnson Controls, Inc. (EIN 39-0380010) is a plan sponsor located in Green Bay, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 39-0380010
- Location
- Green Bay, WI
- Loaded plans
- 10
- Total reported participants
- 108,383
- Total reported plan assets (EOY)
- $16,816,776,819
- Plans with financial data
- 9
- Plans with provider compensation
- 8
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Johnson Controls Inc. Savings And Investment Master Trust | 023 | not reported in the loaded dataset | $6,642,107,116 | 2023 |
| Johnson Controls Retirement Savings And Investment Plan | 026 | 45,428 | $6,160,116,767 | 2023 |
| Johnson Controls Inc. Master Pension Trust | 024 | not reported in the loaded dataset | $1,649,196,841 | 2023 |
| Johnson Controls Pension Plan | 028 | 25,136 | $1,602,741,528 | 2023 |
| Johnson Controls Select Hourly Retirement Savings And Investment Plan | 011 | 12,302 | $605,061,014 | 2023 |
| Johnson Controls, Inc. Union Retiree Welfare Plan | 570 | 565 | $124,287,639 | 2023 |
| Johnson Controls, Inc. Non-Union Retiree Welfare Plan | 569 | 2,399 | $25,499,129 | 2023 |
| Johnson Controls World Services, Inc. Retiree Life And Health Plan | 520 | 251 | $7,766,785 | 2023 |
| Johnson Controls Employment Transition Benefits Plan | 532 | 109 | $0 | 2023 |
| Johnson Controls, Inc. Welfare Plan | 564 | 22,193 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Johnson Controls Select Hourly Retirement Savings And Investment Plan | 12,302 | H, C | 20240718152635NAL0003581411001 |
| 2023 | Johnson Controls Inc. Savings And Investment Master Trust | not reported in the loaded dataset | H, C | 20240718152840NAL0003299299001 |
| 2023 | Johnson Controls Retirement Savings And Investment Plan | 45,428 | H, C | 20240718152941NAL0006063617001 |
| 2023 | Johnson Controls, Inc. Welfare Plan | 22,193 | — | 20240926115410NAL0000364115001 |
| 2023 | Johnson Controls, Inc. Non-Union Retiree Welfare Plan | 2,399 | H, C | 20240927131246NAL0001275475001 |
| 2023 | Johnson Controls, Inc. Union Retiree Welfare Plan | 565 | H, C | 20240927131428NAL0001275987001 |
| 2023 | Johnson Controls Employment Transition Benefits Plan | 109 | H | 20240927131554NAL0004330962001 |
| 2023 | Johnson Controls World Services, Inc. Retiree Life And Health Plan | 251 | H, C | 20241003083022NAL0005586883001 |