JOHNSON BANK
49 known aliases resolved via the canonical alias map
Market position · 2024
Plans served74Rank #264 of mapped providers
Assets under administration$31.7B0.0%Market share · rank #398
Fees received$3MMedian $35,584/planSum across Schedule C direct + indirect
Net wins YoY+114 won · 13 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical JOHNSON BANK plan look like?
Service mix · median fees per plan
Count of plans where JOHNSON BANK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Shareholder servicing fees; Investment advisory (plan); Float revenue; Direct payment from the planCode 21 | 35 | $39,557 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Direct payment from the plan; Recordkeeping fees; Float revenueCode 15 | 9 | $42,982 | |
Investment management; Investment advisory (participants); Other investment fees and expenses; Investment management fees paid directly by plan; Investment advisory (plan)Code 26 | 8 | $9,765 | |
Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 6 | $28,400 | |
Employee (plan); Direct payment from the planCode 30 | 5 | $45,040 | |
Accounting (including auditing); Direct payment from the planCode 10 | 4 | $9,328 | |
Other fees; Investment advisory (plan)Code 27 | 4 | $30,224 | |
Consulting (pension); Participant loan processingCode 17 | 1 | $6,274 |
Competitor overlap
Percent of JOHNSON BANK's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under JOHNSON BANK.
| Sponsor | From | Assets |
|---|---|---|
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | BASYS | $7.1B |
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | NEWTOWER TRUST COMPANY | $5.3B |
THE MATHWORKS, INC.MA · 942960235-001 | CHARLES SCHWAB & CO., INC. | $1.8B |
AMERITEAM SERVICES, LLCTN · 472129748-002 | SUNTRUST BANKS, INC. | $1.8B |
SOLARIS HEALTH HOLDINGS, LLCFL · 844332286-001 | AMERITAS LIFE INSURANCE CORP | $465M |
CLEARVIEW HEALTHCARE PARTNERSMA · 261597664-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $45M |
NEUROSCIENCE GROUP OF NORTHEAST WISCONSIN, S.C.WI · 391731465-002 | MORGAN STANLEY SMITH BARNEY | $33M |
STEED HAMMOND PAUL, INC.OH · 310997825-001 | (new plan) | $24M |
SCIENTIFIC SYSTEMS COMPANY, INC.MA · 043053085-001 | BEACON POINTE ADVISORS LLC | $22M |
UFA, INC.MA · 042684627-001 | LPL FINANCIAL | $21M |
Plans lost in 2024
Appeared last year under JOHNSON BANK; not this year.
| Sponsor | To | Assets |
|---|---|---|
MICHAEL BEST AND FRIEDRICH, LLPWI · 390934985-001 | F/M INVESTMENTS LLC | $282M |
UNITED ASSN OF JOURNEYMEN & APPRENTICE LOCAL 198 AFL-CIO PENSION FUNDFL · 726029984-001 | NATIONAL EMPLOYEE BENEFIT ADMIN | $193M |
PLUMBERS & STEAMFITTERS LOCAL UNION NO. 102TN · 626077945-001 | FRANKLIN TEMPLETON | $83M |
ANESTHESIA ASSOCIATES, P.L.L.OH · 340894140-002 | MEADEN & MOORE, LTD. | $49M |
HARVARD BIOSCIENCE, INC.MA · 043306140-001 | MASSACHUSETTS MUTUAL LIFE INS. CO. | $48M |
WELDALL MFG., INC.WI · 391199680-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $14M |
SERVE YOU CUSTOM PRESCRIPTION MANAGEMENTWI · 391735466-002 | (new plan) | $7M |
MOTIS BRANDS, INC.WI · 464269888-001 | ASSOCIATED TRUST COMPANY, N.A. | $5M |
AMWOOD HOMES INCWI · 390961291-001 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $11,939 | 2y | 1 |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $119,590 | 2y | - |
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | $5.4B | 27,448 | $9,882 | 3y | 1 |
THE MATHWORKS, INC.MA · 942960235-001 | $1.8B | 5,122 | $9,647 | 1y | 1 |
AMERITEAM SERVICES, LLCTN · 472129748-002 | $1.8B | 24,708 | $5,661 | 1y | 2 |
BOARD OF TRUSTEES OF IW MID-AMERICA PENSION PLANIL · 366488227-001 | $999M | 9,805 | $45,040 | 4y | - |
TRUSTEES OF IRON WKERS' MID-AMERICA SUPPLEMENTALIL · 364108124-002 | $777M | 6,945 | $45,040 | 4y | - |
BOARD OF TRUSTEES OF TEAMSTERS LOCAL UNION NO. 727 PENSION PLANIL · 366102397-001 | $607M | 6,526 | $42,765 | 10y | 1 |
BOARD OF TRUSTEES WATERFRONT EMPLOYERS - ILA PENSION PLANSC · 576027499-001 | $482M | 2,388 | $55,508 | 2y | - |
SOLARIS HEALTH HOLDINGS, LLCFL · 844332286-001 | $465M | 6,607 | $48,092 | 1y | 1 |
Flag exposure
85.1%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (49)
Raw Schedule C names collapsed into JOHNSON BANK.
- JOHNSON & CAGGIA LAW GROUP, PA
- JOHNSON & DUGAN
- JOHNSON & DUGAN INSURANCE SERVICES
- JOHNSON BANK
- JOHNSON BANK ATTN KEVIN TYDRICK
- JOHNSON BANK TRUST SERVICES
- JOHNSON BANK WEALTH MANAGEMENT
- JOHNSON CONNOR
- JOHNSON CONTROLS SECURITY SOLUTIONS
- JOHNSON FINANCIAL
- JOHNSON FINANCIAL GROUP
- JOHNSON FINANCIAL GROUP LLC
- JOHNSON HANCOCK LIFE INSURANCE COMP
- JOHNSON INSTITUTIONAL
- JOHNSON INSTITUTIONAL MANAGEMENT
- JOHNSON INSURANCE SERVICES LLC
- JOHNSON INV COUNSEL
- JOHNSON INVESTMENT C
- JOHNSON INVESTMENT CO.
- JOHNSON INVESTMENT COUNCIL
- JOHNSON INVESTMENT COUNSEL
- JOHNSON INVESTMENT COUNSEL INC
- JOHNSON INVESTMENT COUNSEL INC.
- JOHNSON INVESTMENT COUNSEL, INC
- JOHNSON INVESTMENT COUNSEL, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for JOHNSON BANK's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 2.70% | 7.76% | -5.06 pp |
| Fidelity bond gap | 4 | 5.41% | 26.94% | -21.54 pp |
| Late contributions | 9 | 12.16% | 1.71% | +10.45 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 19 | 25.68% | 1.76% | +23.92 pp |
| Loss discovered | 1 | 1.35% | 0.00% | +1.35 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with JOHNSON BANK. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).