Johnson Controls 401(k) match, vesting and fees
What Johnson Controls' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Invest Inst Opr Co. | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 203 defined-contribution plans in manufacturing with 10,000 to 49,999 participants.
| Johnson Controls: employer contribution per participant | $3,594 | |
| Peer median | $3,733 |
| Johnson Controls: average balance | $148,022 | |
| Peer median | $157,962 |
| Johnson Controls: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.2B at the end of plan year 2023 to $7.2B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 53,662 | $7.2B | $175M | $3,594 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 45,105 | $6.2B | $169M | $3,881 | 0.06% | Not published | Form 5500 ↗ |
Other Johnson Controls plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Johnson Controls Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Alight Solutions LLC | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Johnson Controls Select Hourly Retirement Savings and Investment Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Invest. Inst. Opr. Co. | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Johnson Controls match 401(k) contributions?
The match terms for the Johnson Controls Retirement Savings and Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $175M in employer contributions, about $3,594 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Johnson Controls 401(k) match vested?
The vesting schedule for the Johnson Controls Retirement Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Johnson Controls 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Invest Inst Opr Co.. The plan administrator is Johnson Controls, Inc..
I left Johnson Controls. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Johnson Controls, Inc., (414) 524-1200) or the recordkeeper, Fidelity Invest Inst Opr Co.. The Johnson Controls old 401(k) page lists the contacts from every plan filing. Find an old Johnson Controls 401(k)
Data from the public Form 5500 annual reports Johnson Controls filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Johnson Controls. Not financial advice. Report a correction · Methodology