Defined Benefit (Pension) · DOL Form 5500 · 2022
Zurn LLC Pension Plan
Data updated 2026-08-11
- $183M
- Total assets
- 125
- Participants
- 95th
- Percentile by assets
- $1.5M
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $183M
- total plan assets (2022 EOY)
- 125
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $1.5M
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Zurn Pension Plan reports 125 participants - about 22% of that state average ($183M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $247M |
|---|---|
| Net Assets (End of Year) | $183M |
| Net Income | -$64M |
| Employer EIN | 043722228 |
| Plan Effective Date | 2007-02-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zurn LLC)
| 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
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Zurn Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Zurn Pension Plan assets move in 2022? ▼
How have Zurn LLC plan assets changed over time? ▼
Where does Zurn Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Zurn Pension Plan? ▼
Next read for Zurn Pension Plan
Filing takeaways
Ways to act on Zurn Pension Plan's numbers.
- By total assets, Zurn Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
- Zurn LLC's sponsor-wide assets have grown 47.4% since 2022 across 3 plan years on file. More Wholesale Trade plans