Defined Benefit (Pension) · DOL Form 5500 · 2022

A O Smith Corporation Pension Plan

Data updated 2026-08-11

$30M
Total assets
9,566
Participants
83rd
Percentile by assets
$3,093
Avg per participant
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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.

  • 83rd percentile by assets (of 139,126 plans)
  • #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.

$30M
total plan assets (2022 EOY)
9,566
covered participants
83rd
percentile by assets (of 139,126 plans)
$3,093
avg assets per participant

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.

Where A O Smith Retirement Plan sits 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 $2,010,000,000 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

State
Wisconsin
Industry
Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. A O Smith Retirement Plan reports 9,566 participants - 17x that state average ($30M EOY assets).

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)

$500M$550M$600M$650M$700M 202220232024 $558M $652M ▲ +16.8%
Total plan assets by year, all A O Smith Corporation plans on file
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 ($B) Participants A O Smith Retirement…, Total assets ($B): 0.029588966 · Participants: 9566A O Smith Retirement…The Northwestern Mut…, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mut…Building Trades Unit…, Total assets ($B): 2.951985172 · Participants: 9724Building Trades Unit…Rockwell Automation …, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation …The Northwestern Mut…, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mut…Harley-Davidson Reti…, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Reti…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to A O Smith Retirement Plan by total assets, not by location.

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).

Next read for A O Smith Retirement Plan

Filing takeaways

Ways to act on A O Smith Retirement Plan's numbers.

  • By total assets, A O Smith Retirement Plan ranks in the top quartile 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
  • A O Smith Corporation's sponsor-wide assets have grown 16.8% since 2022 across 3 plan years on file. More Manufacturing plans

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.