Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Moen Incorporated Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Moen Incorporated · Ohio · Wholesale Trade

What the 2023 filing shows

Moen Incorporated Pension Plan holds $278M for 830 participants — about $335,439 per participant, down 26.9% over the 2022 plan year.

$278M
total plan assets (2022 EOY)
830
covered participants
$335,439
avg assets per participant
-26.9%
assets change YoY

The plan reported a net loss of $102M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$278M
Participants
830
State
Industry
Wholesale Trade

What the Filing Says About Moen Incorporated Pension Plan

Moen Incorporated Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Moen Incorporated, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $278M in total end-of-year assets and covers 830 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 360548230, and the plan has been effective since 1951-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $381M at the beginning of 2022 to $278M at year-end — a decline of 26.9%. Net assets (after liabilities) closed the year at $278M, with reported net income of $-102,419,517 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$381M
Total Assets (End of Year)$278M
Net Assets (End of Year)$278M
Net Income$-102,419,517
Plan TypeDefined Benefit (Pension)
Employer EIN360548230
Plan Effective Date1951-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moen Incorporated)

Year Plans Participants Total Assets
2022 1 830 $278M
2023 1 741 $267M
2024 1 673 $127M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Frequently Asked Questions

How much money is in the Moen Incorporated Pension Plan?
As of the 2022 Form 5500 filing, Moen Incorporated Pension Plan holds $278M in total assets with 830 participants. It is sponsored by Moen Incorporated.
What type of plan is Moen Incorporated Pension Plan?
Moen Incorporated Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1951-07-01. The plan is filed with the U.S. Department of Labor under EIN 360548230.
Who sponsors the Moen Incorporated Pension Plan?
Moen Incorporated Pension Plan is sponsored by Moen Incorporated, located in Ohio. The sponsor's EIN is 360548230 and the plan operates in the Wholesale Trade industry.
How did Moen Incorporated Pension Plan perform in 2022?
Moen Incorporated Pension Plan declined by 26.9% during 2022, moving from $381M to $278M in total assets. Net income was $-102,419,517.
Where can I find official filings for Moen Incorporated Pension Plan?
Official Form 5500 filings for Moen Incorporated Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 360548230 or plan name at efast.dol.gov.
How does Moen Incorporated Pension Plan compare to other plans?
You can compare Moen Incorporated Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 360548230.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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