Employers › Johnson Controls

Johnson Controls 401(k)

Manufacturing
Green Bay, WI
EIN 39-0380010
2 plans with Schedule H financials
Plan year 2024
Johnson Controls, Inc.
SEC registrant Johnson Controls Inc

Recordkeeping fees per participant · largest plan, Johnson Controls Retirement Savings and Investment Plan · plan year 2024

$31.49

Higher than 45% of the 790 plans over $1B that report it.

Source

= $1,529,145 / 48,564
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250716095228NAL0002297683001, received 2025-07-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250716095228NAL0002297683001, received 2025-07-16

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-16.

Largest plan, all six figures: Johnson Controls Retirement Savings and Investment Plan

Recordkeeping fees per participantheadline

$31.49

10th: $6.72median $34.2890th: $56.58

Higher than 45% of the 790 plans over $1B that report it.

Source

Administrative expenses excluding investment management, per participant

$37.44

10th: $9.43median $44.4790th: $97.55

Higher than 36% of the 1,045 plans over $1B that report it.

Source

= $1,818,388 / 48,564
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250716095228NAL0002297683001, received 2025-07-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250716095228NAL0002297683001, received 2025-07-16

Administrative expenses per participant

$80.77

10th: $24.33median $70.0390th: $174.36

Higher than 59% of the 1,076 plans over $1B that report it.

Source

= $3,922,532 / 48,564
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250716095228NAL0002297683001, received 2025-07-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250716095228NAL0002297683001, received 2025-07-16

Administrative expenses as a share of assets

0.055%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 59% of the 1,076 plans over $1B that report it.

Source

= $3,922,532 / $7,188,548,319
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250716095228NAL0002297683001, received 2025-07-16
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250716095228NAL0002297683001, received 2025-07-16

Employer contributions per participant

$3,594

10th: $1,442median $3,74490th: $8,760

Higher than 47% of the 1,135 plans over $1B that report it.

Source

= $174,542,340 / 48,564
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250716095228NAL0002297683001, received 2025-07-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250716095228NAL0002297683001, received 2025-07-16

Employer share of total contributions

40.4%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 76% of the 1,135 plans over $1B that report it.

Source

= $174,542,340 / $431,811,470
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250716095228NAL0002297683001, received 2025-07-16
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250716095228NAL0002297683001, received 2025-07-16

96.5% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $4,230,238 ($167.88 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.

Plan terms, as stated in Johnson Controls, Inc.'s SEC filings

Plan terms are described in Johnson Controls, Inc.'s SEC filings: Form 11-K filed 2016-06-23 and Form 10-K filed 2016-11-23. No term could be quoted from them with the required precision.

Plans sponsored

Plan	Assets	Participants with a balance	Headline	Year
Johnson Controls Retirement Savings and Investment Plan	$7,188,548,319	48,564	$31.49 recordkeeping fees per participant	2024
Johnson Controls Select Hourly Retirement Savings and Investment Planfinal filing	$0	0		2024

Alerts, claims and corrections

Sponsor name as filed: JOHNSON CONTROLS, INC.; SEC registrant: JOHNSON CONTROLS INC (CIK 53669, matched by EIN).