Retirement plan

S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN

Name: S.C. JOHNSON & SON, INC. - S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN (2024) Form 5500
Creator: S.C. JOHNSON & SON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN, S.C. JOHNSON & SON, INC.

S.C. JOHNSON & SON, INC.EIN 39-0379990Plan #001PY 2024

1525 HOWE STREET - RACINE, WI 53403262-260-2000

Other plans on this EIN

1 filing

#002Retirement-$406.5M assets

Prospect flagsHigh assets / participantCorrective distributions

Top hat statement on fileNQDC

Filed April 28, 2009 (most recent of 4 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.

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Total assets (EOY)

$1734.4M

+10.9% from 2023

Total participants

4,709

-0.8% from 2023

Average account balance

$372,908

+7.7% from 2023

Annual return

15.51%

-1.57 pp from 2023

Benchmarks

See 423 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort423 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.73B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$373K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

4,651

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.51%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$239

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565	Advisory (Plan)	$1,005,577
FIDELITY INVESTMENTS INSTITUTIONAL8 years Service code 37 · EIN 04-2647786	Loan Processing	$109,242

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$343 / participant

Recordkeeping$108K9.7%
Investment mgmt$986K88.5%
Contract admin$3000.0%
Other / not subdivided$20K1.8%

% of EOY assets

0.064%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKERTILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$372,908

$112,623+231.1%

$106,213+251.1%

$199,593+86.8%

Participation rate

98.2%

86.2%+12.0pp

75.3%+22.9pp

72.0%+26.2pp

Annual return

15.51%

15.57%-0.1pp

116.14%-100.6pp

34.25%-18.7pp

Employer contribution / active EE

$12,896

$4,575+181.9%

$3,171+306.6%

$3,034+325.0%

Participant deferral / active EE

$12,541

$6,659+88.3%

$5,016+150.0%

$5,087+146.5%

Admin fee / account holder

$239

$107+123.8%

$11,033-97.8%

$269-10.9%

Provider

Service type

Compensation

FINANCIAL ENGINES10+ years

Service code 27 · EIN 77-0473565

Advisory (Plan)

$1,005,577

FIDELITY INVESTMENTS INSTITUTIONAL8 years

Service code 37 · EIN 04-2647786

Loan Processing

$109,242

S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion