DOL Form 5500 · 2024 Plan Year

JOHNSON FINANCIAL GROUP, INC.

JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN

Defined ContributionWI
$278.6M
Plan Assets
1,435
Participants
2024
Plan Year
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Plan Details

Plan Name
JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN
Sponsor
JOHNSON FINANCIAL GROUP, INC.
Sponsor EIN
391629756
Plan Number
002
Location
RACINE, WI
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$278.6M
Participants
1,435
Filing Received
October 7, 2025
Plan Year
2024

About this Plan

JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN is a defined contribution retirement plan sponsored by JOHNSON FINANCIAL GROUP, INC., headquartered in RACINE, WI, holding approximately $278.6M in plan assets on behalf of 1,435 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).