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Original filing (PDF)20250729100421NAL0003073361001
JOHNSON TRACTOR INC
Form 5500
FILING_RECEIVED
JOHNSON TRACTOR, INC. EMPLOYEE 401(K) PLAN
401(k) retirement plan
Active participants
209
Accounts w/ balance
178
Plan assets (EOY)
$22.3M
Net assets (EOY)
$22.3M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON TRACTOR INC.
Plan sponsor
Name
JOHNSON TRACTOR INC
EIN
39-1380353
Address
1110 N. US HWY 14 · JANESVILLE, WI · 53546
Phone
(608) 756-1257
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
REILLY, PENNER & BENTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON BANK | 39-1141446 | — | RECORDKEEPER | $50K | — |
Investments
30 direct securities· $22.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Registered Investment Company | — | — | — | $3.2M | 14.4% | |
| Harbor Capital Appreciation Registered Investment Company | — | — | — | $2.6M | 11.9% | |
| T Rowe Price Retirement 2025 Registered Investment Company | — | — | — | $1.5M | 6.6% | |
| T Rowe Price Retirement 2030 Registered Investment Company | — | — | — | $1.3M | 5.9% | |
| MFS Value Registered Investment Company | — | — | — | $1.2M | 5.6% | |
| Income Fund of America Registered Investment Company | — | — | — | $1.2M | 5.4% | |
| T Rowe Price Retirement 2050 Registered Investment Company | — | — | — | $1.1M | 5.1% | |
| T Rowe Price Retirement 2055 Registered Investment Company | — | — | — | $1.0M | 4.5% | |
| MFS International Growth Registered Investment Company | — | — | — | $914K | 4.1% | |
| T Rowe Price Retirement 2035 Registered Investment Company | — | — | — | $738K | 3.3% | |
| Dodge & Cox Income Registered Investment Company | — | — | — | $715K | 3.2% | |
| T Rowe Price Retirement 2060 Registered Investment Company | — | — | — | $703K | 3.2% | |
| T Rowe Price Retirement 2045 Registered Investment Company | — | — | — | $687K | 3.1% | |
| Principal Mid Cap Institutional Registered Investment Company | — | — | — | $630K | 2.8% | |
| Vanguard Inflation-Protected Registered Investment Company | — | — | — | $614K | 2.8% | |
| Vanguard Mid Cap Index Registered Investment Company | — | — | — | $607K | 2.7% | |
| Dodge & Cox International Stock Registered Investment Company | — | — | — | $593K | 2.7% | |
| T Rowe Price Retirement 2040 Registered Investment Company | — | — | — | $481K | 2.2% | |
| Retirement Hood River Small-Cap Growth Registered Investment Company | — | — | — | $425K | 1.9% | |
| John Hancock Disciplined Mid Value Registered Investment Company | — | — | — | $319K | 1.4% | |
| T Rowe Price Retirement 2065 Registered Investment Company | — | — | — | $305K | 1.4% | |
| Vanguard Wellesley Income Registered Investment Company | — | — | — | $277K | 1.2% | |
| Goldman Sachs Government Income Registered Investment Company | — | — | — | $244K | 1.1% | |
| Vanguard Small-Cap Value Index Registered Investment Company | — | — | — | $240K | 1.1% | |
| American Funds Europacific Growth Registered Investment Company | — | — | — | $209K | 0.9% | |
| T Rowe Price Small-Cap Value Registered Investment Company | — | — | — | $171K | 0.8% | |
| Fidelity Investment Money Market Interest-Bearing Cash | — | — | — | $125K | 0.6% | |
| T Rowe Price Retirement 2020 Registered Investment Company | — | — | — | $18K | <0.1% | |
| JT JFG All Equity Registered Investment Company | — | — | — | $7K | <0.1% | |
| T Rowe Price Retirement Balanced Registered Investment Company | — | — | — | $3K | <0.1% |
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