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Original filing (PDF)20250415153732NAL0001606515001
JOHNSON MATTHEY INC.
Form 5500
FILING_RECEIVED
JOHNSON MATTHEY INC. AMENDED AND RESTATED SALARIED EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
328
Accounts w/ balance
—
Plan assets (EOY)
$227.3M
Net assets (EOY)
$227.3M
How this plan invests
This plan
7 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 359% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON MATTHEY INC..
Plan sponsor
Name
JOHNSON MATTHEY INC.
EIN
23-0411710
Address
435 DEVON PARK DRIVE, SUITE 600 · WAYNE, PA · 190871998
Phone
(610) 971-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $804K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $196K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $31K | — |
| MORGAN, LEWIS & BOCKIUS LLP | — | PHILADELPHIA, PA | NONE | $12K | — |
Investments
7 pooled funds· $227.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EB TEMP INV FD VAR RT 12/31/49 F CL BNY MELLON, N.A. · EIN 25-6078093 / PN 023 | Common Collective Trust | $98.8M | 43.5% |
| BNYM-M DB SL LT CREDIT BIF BNY MELLON, N.A. · EIN 25-6078093 / PN 062 | Common Collective Trust | $64.0M | 28.1% |
| BNYM-M DB SL INT GOVT BIF BNY MELLON, N.A. · EIN 25-6078093 / PN 061 | Common Collective Trust | $38.8M | 17.1% |
| BNYM-M DB SL LT GOVT BIF BNY MELLON, N.A. · EIN 25-6078093 / PN 063 | Common Collective Trust | $25.8M | 11.3% |
| BNYM-M DB SL BROAD MKT SIF BNY MELLON, N.A. · EIN 25-6078093 / PN 106 | Common Collective Trust | $0 | <0.1% |
| BNYM-M DB SL INT CREDIT BIF BNY MELLON, N.A. · EIN 25-6078093 / PN 060 | Common Collective Trust | $0 | <0.1% |
| BNYM-M DB SL LGUS T-STRIPS BIF BNY MELLON, N.A. · EIN 25-6078093 / PN 336 | Common Collective Trust | $0 | <0.1% |