Retirement plan
RETIREMENT PLAN FOR UNION REPRESENTED EMPLOYEES
JOHNSON AND JOHNSONEIN 22-1024240Plan #003PY 2016
ONE JOHNSON AND JOHNSON PLAZA - NEW BRUNSWICK, NJ 08933800-565-0122
Prospect flagsHigh retiree %Wind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MELISSA FORD
Signed 10/12/2017
Summary metrics
Total assets (EOY)
$400M
-3.8% from 2016
Total participants
4,410
+1.1% from 2016
Average account balance
$0
No prior year
Annual return
8.68%
-9.04 pp from 2016
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants250-999
Cohort324 peers
Snapshot2016
0
Participant deferral / active EE
$0
median $0
0
Employer contribution / active EE
$0
median $5,776
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $41,934
0
Admin fee / account holder
$0
median $128
85
Annual return
8.68%
median 6.67%
Overall peer rank
85of 100
85th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$405.87M
Average account balance
Total assets / participants with a balance (line 6g)
$189K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
1,209
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
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+4.07%
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
JESS MCGRATH
MERCER
Enrollment #1706780
1166 AVENUE OF THE AMERICAS
NEW YORK, NY 100362708
(212) 345-7864
Signed 2017-09-06
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 codes1B
Plan features
- 1BBenefits are primarily flat dollarBenefits are primarily a flat dollar amount (including a dollar amount per year of service).
Opportunity flags
2 tripped
- InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Expense breakdown
Schedule H Part II
Admin total
$1.8M
$2151 / participant
- Other / not subdivided$2M100.0%
% of EOY assets
0.444%
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