Defined Benefit (Pension) · DOL Form 5500 · 2022

A O Smith Corporation Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
9,566
Participants Very large workforce
83rd
Percentile by assets National rank
$3,093
Avg per participant Low balance/head
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Official DOL plan name: A O Smith Retirement Plan · Sponsored by A O Smith Corporation · Wisconsin · Manufacturing

$30M in assets, 9,566 participants

A O Smith Corporation's A O Smith Retirement Plan reported $30M in total assets and 9,566 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,538 in Manufacturing (20,602 peers)

Coverage in Wisconsin

A O Smith Retirement Plan covers 9,566 participants in Wisconsin, 17x the typical Wisconsin plan (state average ~563 per filing). Assets: $30M.

#15,538
in Manufacturing (20,602 peers)
-96.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $780M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A O Smith Retirement Plan's outsized position by total assets

A O Smith Retirement Plan vs every filed plan by assets

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

$29,588,966 Top 17% higher than 83% 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

A O Smith Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A O Smith Retirement Plan lands in the large band (9,566 participants).

Plan-year Form 5500 strip

Filing strip 390619790 · A O Smith Corporation PY 2022 · Defined Benefit (Pension)

A O Smith Retirement Plan · $30M · 9,566 · 83rd

  • SCH $30M
  • SCH 9,566
  • SCH 83rd
  • SCH Defined Benefit (Pension)
  • SCH near Officers and Employees of Local 478 and Funds Employees Pension Plan
  • SCH ind #15538

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 Manufacturing retirement plans → · Plans in Wisconsin →

A O Smith Retirement Plan in the asset neighbourhood

Ducommun Aerostructures, Inc. Collective Bargaining Ee's Pension PlanDucommun Aerostructures, Inc…$30MTuthill Corporation Hourly Employees Pension PlanTuthill Corporation Hourly E…$30MOfficers and Employees of Local 478 and Funds Employees Pension PlanOfficers and Employees of Lo…$30MA O Smith Retirement Plan$30MCommunity Resource Credit Union Pension PlanCommunity Resource Credit Un…$30M
End-of-year total assets ($M) among A O Smith Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$808M
Net Assets (End of Year)$25M
Net Income-$780M
Employer EIN390619790
Plan Effective Date1947-11-11
Filing StatusFILING RECEIVED

Sponsor Plan History (A O Smith Corporation)

Sponsor-wide plan assets over time

All A O Smith Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$652M 16.750005618662207% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $558M $652M ▲ +16.8%
Year Plans Participants Total Assets
2022 3 14,335 $558M
2023 3 5,407 $626M
2024 3 5,469 $652M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

A O Smith Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 -101234 Total assets ($B) Participants A O Smith Retirement Plan, Total assets ($B): 0.029588966 · Participants: 9566A O Smith Retirement 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
A O Smith Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare A O Smith Retirement Plan side-by-side with 3 peers →

A O Smith Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Officers and Employees of Local 478 and Funds Employees Pension Plan in CT ($30M); by covered participants it is California Ironworkers Field Pension Trust in CA (9,581 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,566 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 A O Smith Retirement Plan assets move in 2022? ▼
A O Smith Retirement Plan contracted severely - down 96.3% during 2022, from $808M to $30M. Reported net income was -$780M.
How have A O Smith Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A O Smith Corporation's sponsor-wide assets grew 16.8%, from $558M to $652M.
Where does A O Smith Retirement Plan rank by assets among Form 5500 filers? ▼
A O Smith Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to A O Smith Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Officers and Employees of Local 478 and Funds Employees Pension Plan in CT ($30M, 37 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to A O Smith Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is California Ironworkers Field Pension Trust in CA (9,581 participants, $3.0B 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 390619790.

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.