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Retirement plan

JOHNSON AND JOHNSON SAVINGS PLAN

JOHNSON AND JOHNSONEIN 22-1024240Plan #100PY 2015
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ONE JOHNSON AND JOHNSON PLAZA - NEW BRUNSWICK, NJ 08933800-565-0122
Other plans on this EIN
5 filings
#001Retirement-$14.64B assets#005Retirement-$414.1M assets#003Retirement-$385.0M assets#200Retirement-$352.4M assets#300Retirement-$73.9M assets
Prospect flagsHigh fees

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(800) 565-0122
Plan administrator signer
MELISSA FORD
Signed 10/17/2016
Plan administrator entity
PENSION COMMITTEE OF JOHNSON AND JOHNSON
EIN 222941911
(732) 524-0400
How to read this page

Summary metrics

Total assets (EOY)
$13120.9M
-8.6% from 2016
Total participants
64,707
-1.1% from 2016
Average account balance
$205,156
-7.3% from 2016
Annual return
5.57%
-3.99 pp from 2016

Benchmarks

See 87 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants>=10,000
Cohort87 peers
Snapshot2015
Participant deferral / active EE
$13,301
median $5,946
Employer contribution / active EE
$4,645
median $3,302
Participation rate
98.0%
median 92.4%
Avg account balance
$205,156
median $109,006
Admin fee / account holder
$459
median $47
Annual return
5.57%
median 0.55%
Overall peer rank
72nd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$23.58B
Average account balance
Total assets / participants with a balance (line 6g)
$324K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
72,770
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
94.0%
Contributions (total)
Employer and participant dollars contributed each year
$1.08B
Contributions per participant
Average employer and participant contribution per enrolled participant
$24K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+11.44%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$579
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.

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 codes2P2K2H2J3I2E2I2O
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2H
    Partial participant-directed account plan
    Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2I
    Stock bonus
    Stock bonus plan.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 2P
    Leveraged ESOP
    Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
  • 3I
    Employer securities investment required
    Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped
  • OpportunityHigh fees

    Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II
Admin total
$29.4M
$762 / participant
  • Other / not subdivided$29M100.0%
% of EOY assets
0.224%
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
Auditor EIN
134008324
Audit fees
(not subdivided)
Opinion code
Unqualified