Retirement plan
JOHNSON AND JOHNSON SAVINGS PLAN FOR UNION REPRESENTED EMPLOYEES
JOHNSON AND JOHNSONEIN 22-1024240Plan #300PY 2016
ONE JOHNSON AND JOHNSON PLAZA, WH-4330 - NEW BRUNSWICK, NJ 08933800-565-0122
Prospect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MELISSA FORD
Signed 09/21/2017
Plan administrator entity
PENSION COMMITTEE OF JOHNSON AND JOHNSON
EIN 221024240
ONE JOHNSON AND JOHNSON PLAZA ยท NEW BRUNSWICK, NJ 08933
(732) 524-0400Summary metrics
Total assets (EOY)
$80.6M
-8.4% from 2016
Total participants
1,029
+5.7% from 2016
Average account balance
$79,761
-11.1% from 2016
Annual return
10.02%
-9.13 pp from 2016
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants250-999
Cohort2,356 peers
Snapshot2016
73
Participant deferral / active EE
$4,638
median $2,911
57
Employer contribution / active EE
$1,619
median $1,292
80
Participation rate
97.7%
median 88.9%
78
Avg account balance
$79,761
median $50,045
8
Admin fee / account holder
$227
median $49
79
Annual return
10.02%
median 7.63%
Overall peer rank
62of 100
62nd percentileavg across 6 metrics
Analytics
2015 - 2018
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$91K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
993
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
97.0%
Contributions (total)
Employer and participant dollars contributed each year
$5.10M
Contributions per participant
Average employer and participant contribution per enrolled participant
$6K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-100.00%
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.
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 codes2K2H2J3I2E2I2O2P
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2HPartial participant-directed account planParticipants 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.
- 2IStock bonusStock bonus plan.
- 2JCode section 401(k) featureCash 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.
- 2KCode section 401(m) arrangementEmployee 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.
- 2OESOP other than a leveraged ESOPEmployee stock ownership plan that is not leveraged.
- 2PLeveraged ESOPEmployee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
- 3IEmployer securities investment requiredPlan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$230K
$295 / participant
- Other / not subdivided$230K100.0%
% of EOY assets
0.285%
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