401(k) · DOL Form 5500 · 2022
A O Smith Corporation 401(k) Plan
Data updated 2026-08-11
- $509M
- Total assets
- 4,769
- Participants
- 98th
- Percentile by assets
- $106,716
- Avg per participant
Official DOL plan name: A O Smith Retirement Security Plan · Sponsored by A O Smith Corporation · Wisconsin · Manufacturing
$509M in assets, 4,769 participants
A O Smith Corporation's A O Smith Retirement Security Plan reported $509M in total assets and 4,769 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 98th percentile by assets (of 139,126 plans)
- #19,884 in Manufacturing (20,602 peers)
Coverage in Wisconsin
A O Smith Retirement Security Plan covers 4,769 participants in Wisconsin, 8.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $509M.
- $509M
- total plan assets (2022 EOY)
- 4,769
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $106,716
- avg assets per participant
The plan reported a net loss of $80M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. A O Smith Retirement Security Plan reports 4,769 participants - 8.5x that state average ($509M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $589M |
|---|---|
| Net Assets (End of Year) | $509M |
| Net Income | -$80M |
| Employer EIN | 390619790 |
| Plan Effective Date | 1956-07-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A O Smith Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 14,335 | $558M |
| 2023 | 3 | 5,407 | $626M |
| 2024 | 3 | 5,469 | $652M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
A O Smith Retirement Security Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to A O Smith Retirement Security Plan by total assets, not by location.
- The Marvin Companies Profit Sharing and 401(k) Plan (MN) $509M · 6,137
- Saltchuk Companies 401(k) Plan (WA) $509M · 4,726
- Avantor Retirement Savings 401(k) Plan and Trust (PA) $508M · 5,649
- Toll Brothers 401(k) Savings Plan (PA) $510M · 4,283
Frequently Asked Questions
How did A O Smith Retirement Security Plan assets move in 2022? ▼
How have A O Smith Corporation plan assets changed over time? ▼
Where does A O Smith Retirement Security Plan rank by assets among Form 5500 filers? ▼
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Next read for A O Smith Retirement Security Plan
Filing takeaways
Ways to act on A O Smith Retirement Security Plan's numbers.
- By total assets, A O Smith Retirement Security Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- A O Smith Corporation's sponsor-wide assets have grown 16.8% since 2022 across 3 plan years on file. More Manufacturing plans