Plan Ledger DOL Form 5500 · updated monthly

S.C. Johnson & Son, Inc.401(k)

S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT AND SAVINGS PLAN · RACINE, WI · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

S.C. Johnson & Son, Inc. reported $1,113,448 in plan administrative expenses for 2024: 0.07% of average plan assets, above the peer median. Employer contributions averaged $12,896 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 0.074% to 0.068%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other manufacturing employers. By assets it is the 24th-largest of 1,936 plans among Wisconsin employers on file, and the 200th of 13,661 in manufacturing. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$1,734,394,732
Participants with balances4,651
Active participants3,242
Employer contributions$41,809,327
Employee contributions$40,658,584
Employer contribution per active participant$12,896
Average account balance$372,908
Benefits paid to participants$154,272,840
Plan auditUnmodified (clean) audit opinion
AuditorBAKERTILLY US, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.7B · 4,651 accts · $41.8M emplr
2023$1.6B · 4,515 accts · $37.9M emplr
2022$1.4B · 4,589 accts · $39.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$107,895
Investment management$985,553
Total administrative$1,113,448
The S.C. Johnson & Son, Inc. 401(k) match · 2024
Employer contribution per active participant$12,896
Median for plans this size$5,259
2024$12,896 per active participant
2023$11,452 per active participant
2022$12,292 per active participant

S.C. Johnson & Son, Inc.'s 2024 employer contribution ran above the $5,259 median for plans its size, placing it in the top quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FINANCIAL ENGINES · Investment advisory (plan)$1,005,577
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$109,242

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

Administrative cost history3
2024$1,113,448 · 0.07%
2023$1,033,273 · 0.07%
2022$1,130,269 · 0.07%
Same employer
Similar plansManufacturing · Wisconsin
Oshkosh Corporation WI$2.3B · 0.08%
Quad/Graphics, Inc. WI$2.1B · 0.06%
Snap-On Incorporated WI$1.1B · 0.06%
Komatsu Mining Corp. WI$923.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390379990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.