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Filings through .

Johnson Bank

Matched across 15 name variants in the filings

Johnson Bank summary

Johnson Bank appears on 53 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $17.5B in assets for 102,131 participants. The median client plan holds $14.2M. Most client plans are sponsored in WI, OH and CO. The largest clients by plan assets are The Charles Schwab Corporation, The Mathworks, Inc. and Ameriteam Services, LLC. Plans reported $2.1M in direct and indirect compensation paid to Johnson Bank. The median is $39K per plan.

Participants
102,131
Median plan assets
$14.2M
Median plan participants
239
Median fees per plan
$39K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
The Charles Schwab CorporationTX$10.7B44,603
The Mathworks, Inc.MA$2.1B5,109
Ameriteam Services, LLCTN$2.1B24,670
Solaris Health Holdings, LLCFL$552M7,075
Vorys, Sater, Seymour and Pease LLPOH$483M1,094
Board of Trustees, International Association Pension PlanIL$439M2,362
Froedtert South, Inc.WI$236M2,512
Buyers Products CompanyOH$104M1,100
Board of Trustees Operating Engineers 112 Defined Contribution PensionIN$60.8M1,131
The Mountain CompanyWV$52.9M406
The Hiebing Group IncWI$42.4M207
Neuroscience Group of Northeast Wisconsin, S.C.WI$39.8M224
K.E.B.D. Enterprises, LLC Dba Belmar PharmacyCO$37.4M799
Ultratec, Inc.WI$33.1M817
Applied Products, Inc.MN$29.3M342
JHT Holdings, Inc.WI$26.7M264
Iris USA, Inc.WI$26.1M640
Planned Parenthood of WisconsinWI$26.0M349
Johnson Tractor IncWI$24.6M259
KDV Label, LLCWI$24.1M190
Journey Mental Health Center IncWI$20.2M598
Optima Machinery CorporationWI$20.2M172
Royle Printing CompanyWI$20.0M275
A.A. Anderson & Co., Inc.WI$16.8M209
United Alloy IncWI$16.0M749

Top client states

  • WI42 plans
  • OH2 plans
  • CO1 plan
  • FL1 plan
  • IL1 plan

Frequently asked questions

Who uses Johnson Bank?
53 retirement plans list Johnson Bank as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Charles Schwab Corporation, The Mathworks, Inc., Ameriteam Services, LLC, Solaris Health Holdings, LLC and Vorys, Sater, Seymour and Pease LLP. Most client plans are sponsored in WI, OH and CO.
How many plans does Johnson Bank serve?
Johnson Bank serves 53 retirement plans with $17.5B in plan assets and 102,131 participants, based on the latest Form 5500 filings through 2024.
What does Johnson Bank charge?
Plans reported $2.1M in total Schedule C compensation paid to Johnson Bank. The median plan paid $39K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served53-8 YoYRank #324 of mapped providers
Assets under administration$17.5B0.0%Rank #641 by share of filed assets
Fees received$2MMedian $38,765/planSum across Schedule C direct + indirect
Net wins YoY-38 won - 11 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name Johnson Bank as recordkeeper and list their funds in their filing.

Plans
9
$101M in funds
In collective trusts
0%
average plan
In Johnson Bank funds
0%
average plan
In index funds
67%
average plan

Top managers in these lineups

ManagerPlans
Vanguard9
Fidelity (FMR)9
Harbor Capital4
MFS (Sun Life)3
Dodge & Cox3

Target-date series

SeriesPlans
Vanguard Target Retirement8
T. Rowe Price Retirement1

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.