Plan Ledger DOL Form 5500 · updated monthly

Johnson Outdoors Inc.401(k)

JOHNSON OUTDOORS RETIREMENT AND SAVINGS PLAN · RACINE, WI · plan year 2023

Reported admin expense ratio · 2023
0.13%

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

Johnson Outdoors Inc. reported $207,753 in plan administrative expenses for 2023: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,185 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 2 years on file its reported administrative ratio fell from 0.14% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 153rd-largest of 1,936 plans among Wisconsin employers on file, and the 923rd of 11,654 in professional & technical services. In 2023, employees put in $2.13 for every $1.00 the employer contributed; active participation has shrunk from 1,224 to 1,097 since 2022.

Plan summary
Net assets, end of year$173,145,183
Participants with balances1,574
Active participants1,097
Employer contributions$3,493,639
Employee contributions$7,456,545
Employer contribution per active participant$3,185
Average account balance$110,003
Benefits paid to participants$16,492,637
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$172.2M · 1,248 accts · $2.9M emplr
2023$173.1M · 1,574 accts · $3.5M emplr
2022$152.1M · 1,544 accts · $4.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$147,753
Investment management$60,000
Total administrative$207,753
The Johnson Outdoors Inc. 401(k) match · 2023
Employer contribution per active participant$3,185
Median for plans this size$3,659
2024$3,008 per active participant
2023$3,185 per active participant
2022$3,472 per active participant

Johnson Outdoors Inc.'s 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$147,753
FRANCIS INVESTMENT COUNSEL LLC · Consulting · Investment advisory (plan)$60,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024T. Rowe Price, Transamerica
2023Transamerica

This plan has changed recordkeepers within these filings. If you left Johnson Outdoors Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$170,040 · 0.10%
2023$207,753 · 0.13%
2022$227,806 · 0.14%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Strand Associates, Inc. WI$198.7M · 0.61%
Foth & van Dyke, LLC WI$177.8M · 0.11%
Von Briesen & Roper, S.C. WI$171.2M · 0.07%
Dewitt LLP WI$145.1M · 0.22%
4IMPRINT, Inc. WI$105.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391536083 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.