Plan Ledger DOL Form 5500 · updated monthly

Johnson Controls, Inc.401(k)

JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN · MILWAUKEE, WI · plan year 2025

Reported admin expense ratio · 2025
0.06%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Johnson Controls, Inc. reported $4,172,450 in plan administrative expenses for 2025: 0.06% of average plan assets, above the peer median. Employer contributions averaged $5,013 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.07% to 0.06%. The plan sits in the over $1B size bracket, benchmarked here against 141 comparable plans and shown alongside other manufacturing employers. By assets it is the 2nd-largest of 1,936 plans among Wisconsin employers on file, and the 53rd of 13,661 in manufacturing. In 2025, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,728,014,980
Participants with balances45,095
Active participants30,510
Employer contributions$152,940,914
Employee contributions$272,118,345
Employer contribution per active participant$5,013
Average account balance$171,372
Benefits paid to participants$838,266,214
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history4
Yearassets · accounts · employer contribution
2025$7.7B · 45,095 accts · $152.9M emplr
2024$7.2B · 48,564 accts · $174.5M emplr
2023$6.2B · 43,519 accts · $168.9M emplr
2022$5.5B · 43,633 accts · $168.9M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$1,680,475
Investment management$2,243,767
Audit (IQPA)$26,076
Total administrative$4,172,450
The Johnson Controls, Inc. 401(k) match · 2025
Employer contribution per active participant$5,013
Median for plans this size$5,084
2025$5,013 per active participant
2024$5,061 per active participant
2023$5,929 per active participant
2022$5,842 per active participant

Johnson Controls, Inc.'s 2025 employer contribution ran below the $5,084 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20257
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$2,243,767
FIDELITY INVEST INST OPR CO. · Loan processing$1,680,475
AON INVESTMENTS USA INC. · Consulting$116,621
AON CONSULTING, INC. · Consulting$55,456
FOLEY & LARDNER LLP · Consulting$40,263
WIPFLI LLP · Consulting$26,076
ALIGHT SOLUTIONS · Consulting$9,792

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$4,172,450 · 0.06%
2024$3,922,532 · 0.06%
2023$3,479,688 · 0.06%
2022$4,217,185 · 0.07%
All plans at this employer2
JOHNSON CONTROLS SELECT HOURLY RETIREMENT SAVINGS AND INVESTMENT PLAN401(k)
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN401(k)
Same employer
Similar plansManufacturing · Wisconsin
Ropcor, Inc. NY$8.2B · 0.00%
Stryker Corporation MI$7.9B · 0.05%
Amgen Inc. CA$7.7B · 0.13%
Phillips 66 Company TX$7.7B · 0.05%
Cummins Inc. IN$7.5B

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 390380010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.