Defined Benefit (Pension) · DOL Form 5500 · 2022

Zurn LLC Pension Plan

Data updated 2026-08-25

$183M
Total assets Near avg plan size
125
Participants Small participant base
95th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Zurn Pension Plan · Sponsored by Zurn LLC · Wisconsin · Wholesale Trade

$183M in assets, 125 participants

Zurn LLC's Zurn Pension Plan reported $183M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #6,608 in Wholesale Trade (6,843 peers)

Coverage in Wisconsin

Zurn Pension Plan covers 125 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $183M.

#6,608
in Wholesale Trade (6,843 peers)
-25.9%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $64M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zurn Pension Plan's outsized position by total assets

Zurn Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$183,283,811 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Zurn Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zurn Pension Plan sits mid-pack in the medium band (125 participants).

Published 5500 schedule card

Filing strip 043722228 · Zurn LLC PY 2022 · Defined Benefit (Pension)

Zurn Pension Plan · $183M · 125 · 95th

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  • BOOK near Teamsters' Construction Industry & Misc Pension Fund
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Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Wisconsin →

Zurn Pension Plan in the asset neighbourhood

American Commercial Barge Line LLC Pension PlanAmerican Commercial Barge Li…$183MWestern Glaziers Retirement PlanWestern Glaziers Retirement …$183MUnited Association General Officers and Employees Pension FundUnited Association General O…$183MZurn Pension Plan$183MTeamsters' Construction Industry & Misc Pension FundTeamsters' Construction Indu…$183M
End-of-year total assets ($M) among Zurn Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$247M
Net Assets (End of Year)$183M
Net Income-$64M
Employer EIN043722228
Plan Effective Date2007-02-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Zurn LLC)

Sponsor-wide plan assets over time

All Zurn LLC plans reported in each filing year

Latest sponsor-wide plan assets
$567M 47.443660773372166% vs 2022
2024 filing year
$300M$400M$500M$600M 202220232024 $385M $567M ▲ +47.4%
Year Plans Participants Total Assets
2022 2 1,971 $385M
2023 2 2,044 $531M
2024 2 1,885 $567M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Zurn Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 01234 Total assets ($B) Participants Zurn Pension Plan, Total assets ($B): 0.183283811 · Participants: 125Zurn Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Zurn Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Zurn Pension Plan side-by-side with 3 peers →

Zurn Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Teamsters' Construction Industry & Misc Pension Fund in PA ($183M); by covered participants it is Duncan Employees Security Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zurn Pension Plan assets move in 2022? ▼
Zurn Pension Plan declined sharply - down 25.9% during 2022, from $247M to $183M. Reported net income was -$64M.
How have Zurn LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zurn LLC's sponsor-wide assets grew 47.4%, from $385M to $567M.
Where does Zurn Pension Plan rank by assets among Form 5500 filers? ▼
Zurn Pension Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Zurn Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters' Construction Industry & Misc Pension Fund in PA ($183M, 787 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zurn Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Duncan Employees Security Plan in IN (125 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043722228.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.