Retirement plan
RETIREMENT PLAN OF JOHNSON AND JOHNSON
JOHNSON AND JOHNSONEIN 22-1024240Plan #001PY 2017
ONE JOHNSON AND JOHNSON PLAZA - NEW BRUNSWICK, NJ 08933800-565-0122
Prospect flagsHigh retiree %Low participant contribution
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MELISSA FORD
Signed 10/11/2018
Summary metrics
Total assets (EOY)
$18283.7M
-3.7% from 2016
Total participants
92,541
+5.1% from 2016
Average account balance
$0
No prior year
Annual return
20.11%
-11.88 pp from 2016
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants>=10,000
Cohort31 peers
Snapshot2017
0
Participant deferral / active EE
$0
median $19
47
Employer contribution / active EE
$16,010
median $14,389
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $14,491,905
0
Admin fee / account holder
$0
median $81,210
100
Annual return
20.11%
median 12.93%
Overall peer rank
49of 100
49th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$21.10B
Average account balance
Total assets / participants with a balance (line 6g)
$257K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
43,658
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$142.20M
Contributions per participant
Average employer and participant contribution per enrolled participant
$4K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+5.04%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Enrolled actuary
1 attachment
SB
ANTONIS ANTONIOU
MERCER
Enrollment #1707361
1166 AVENUE OF THE AMERICAS
NEW YORK, NY 100362708
(212) 345-8677
Signed 2018-08-23
Top hat statement on fileNQDC
Filed January 6, 1997 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes1A
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
Opportunity flags
2 tripped
- OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
- InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Expense breakdown
Schedule H Part II
Admin total
$64.6M
$1725 / participant
- Other / not subdivided$65M100.0%
% of EOY assets
0.354%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- PRICEWATERHOUSE COOPERS LLC
- Auditor EIN
- 134008324
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified