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Retirement plan

JOHNSON & JOHNSON RETIREMENT PLAN FOR PUERTO RICO EMPLOYEES

JOHNSON & JOHNSONEIN 22-1024240Plan #005PY 2019
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ONE JOHNSON AND JOHNSON PLAZA - NEW BRUNSWICK, NJ 08933800-565-0122
Other plans on this EIN
4 filings
#001Retirement-$20.45B assets#100Retirement-$19.14B assets#003Retirement-$501.7M assets#200Retirement-$471.0M assets
Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(800) 565-0122
Plan administrator signer
MELISSA FORD
Signed 10/12/2020
Plan administrator entity
PENSION COMMITTEE OF JOHNSON AND JO HNSON
EIN 222941911
(732) 524-0400
How to read this page

Summary metrics

Total assets (EOY)
$648.5M
-8.8% from 2016
Total participants
8,789
-1.0% from 2016
Average account balance
$0
No prior year
Annual return
24.06%
-12.83 pp from 2016

Benchmarks

See 144 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants1,000-4,999
Cohort144 peers
Snapshot2019
Participant deferral / active EE
$0
median $289
Employer contribution / active EE
$16,550
median $6,658
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $682,094,093
Admin fee / account holder
$0
median $3,101,387
Annual return
24.06%
median 19.02%
Overall peer rank
66th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$681.87M
Average account balance
Total assets / participants with a balance (line 6g)
$66K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
5,763
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
$5.10M
Not enough data
2 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$2K
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+4.90%
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 #2007361
1166 AVENUE OF THE AMERICAS
NEW YORK, NY 100362708
(212) 345-8677
Signed 2020-09-24

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.

Open the filing PDF

Plan features & details

Pension benefit codes1A
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).

Opportunity flags

1 tripped
  • 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
$4.7M
$1383 / participant
  • Other / not subdivided$5M100.0%
% of EOY assets
0.732%
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