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Employer · plans filed under one EIN

S.C. Johnson & Son, Inc.

Racine, WI · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$2.14Bnet assets across plans
7,622participant records3,726 active
$41.8Memployer contributions, latest plan years$11,221 per active record
$2.6MSchedule C compensation to organisations$345.78 per participant record

S.C. Johnson & Son, Inc., based in Racine, Wisconsin, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 7,622 participant records and $2.14B in net assets.

The largest is S.C. Johnson & Son, Inc. Employees Deferred Profit Sharing and Savings Plan, a 401(k) plan with 4,709 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $41.8M and participant contributions $40.7M in the latest plan years; benefits paid were $197M. Schedule C compensation reported to service provider organisations totalled $2.6M.

Combined net assets moved from $748M in 2009 to $2.14B in 2024 (up 186%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
S.C. Johnson & Son, Inc. Employees Deferred Profit Sharing and Savings Plan401(k) plan20244,709$1.73B$368,315$12,896$1.1M
Retirement Plan for Employees of S.C. Johnson & Socash balance pension plan20242,913$406M$139,455—$1.5M
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $748M2010: $1.50B2011: $1.50B2012: $1.63B2013: $1.76B2014: $1.75B2015: $1.67B2016: $1.72B2017: $1.91B2018: $1.75B2019: $1.96B2020: $2.11B2021: $2.26B2022: $1.85B2023: $2.00B2024: $2.14B$748M$2.26B$2.14B20092012201620202024
Combined net assets
2009: 4,1092010: 9,3702011: 9,3592012: 8,9292013: 8,6632014: 8,3772015: 8,3022016: 8,1802017: 8,0872018: 7,9332019: 7,8452020: 7,7572021: 7,8322022: 7,8112023: 7,7812024: 7,6224,1099,3707,62220092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202427,622$2.14B$41.8M$40.7M
202327,781$2.00B$37.9M$38.2M
202227,811$1.85B$39.0M$35.6M
202127,832$2.26B$40.5M$34.3M
202027,757$2.11B$40.2M$33.7M
201927,845$1.96B$33.2M$32.2M
201827,933$1.75B$64.5M$32.2M
201728,087$1.91B$51.8M$31.9M
201628,180$1.72B$31.6M$30.0M
201528,302$1.67B$106M$28.6M
201428,377$1.75B$27.8M$29.8M
201328,663$1.76B$39.4M$30.1M
201228,929$1.63B$36.3M$29.0M
201129,359$1.50B$28.3M$28.8M
201029,370$1.50B$46.5M$28.6M
200914,109$748M$24.8M$29.1M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Financial EnginesInvestment advisory (plan)1$1,005,577
Willis Towers Watson US LLCActuarial1$403,633
JP Morgan ChaseInvestment management1$288,682
Robert W. Baird and CompanyInvestment management1$247,707
Garcia Hamilton & Associates, L.P.Investment management1$193,640
Northern Trust CompanyTrustee (directed)1$149,923
CAPTRUST AdvisorsInvestment advisory (plan)1$120,000
Fidelity Investments InstitutionalParticipant loan processing1$109,242
Reams Asset ManagementInvestment management1$59,945
JP Morgan Investment Management Inc.Investment management1$48,097
Baker Tilly US LLPAccounting (including auditing)1$9,125

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Financial Engines$1.0M
Willis Towers Watson US LLC$404K
JP Morgan Chase$289K
Robert W. Baird and Company$248K
Garcia Hamilton & Associates, L.P.$194K
Northern Trust Company$150K
CAPTRUST Advisors$120K
Fidelity Investments Institutional$109K

Questions and answers

How many retirement plans does S.C. Johnson & Son, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: S.C. Johnson & Son, Inc. Employees Deferred Profit Sharing and Savings Plan and Retirement Plan for Employees of S.C. Johnson & So. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does S.C. Johnson & Son, Inc. contribute to its plans?

$41,809,327 in employer contributions across these plans in their latest plan years, about $11,221 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Financial Engines, Willis Towers Watson US LLC, JP Morgan Chase and Robert W. Baird and Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.