Defined Benefit (Pension) · DOL Form 5500 · 2022

A.O. Smith Corporation Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
N/A
Participants Small participant base
77th
Percentile by assets National rank
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Official DOL plan name: American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit · Sponsored by A.O. Smith Corporation · Wisconsin · Manufacturing

$20M in assets, N/A participants

A.O. Smith Corporation's American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit reported $20M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,017 in Manufacturing (20,602 peers)

Where American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit sits by assets

American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit sits in the top quartile of all filed plans by assets, $20M for N/A participants, down 12.4% in 2022.

#14,017
in Manufacturing (20,602 peers)
-12.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit's outsized position by total assets

American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit vs every filed plan by assets

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

$19,801,821 Top 23% higher than 77% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

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

American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit · $20M · N/A · 77th

  • EIN $20M
  • RANK N/A
  • PHOTO 77th
  • IND Defined Benefit (Pension)
  • EOY near Pension Program for Employees of Olean General Hospital
  • 5500 ind #14017

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 →

American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit in the asset neighbourhood

Pension Plan for Bargaining Unit Employees of Amfac PlantationsPension Plan for Bargaining …$20MAmerican Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining UnitAmerican Water Heater Compan…$20MPension Program for Employees of Olean General HospitalPension Program for Employee…$20MRetirement Plan for Hourly Paid Employees of International Specialty Products Inc.Retirement Plan for Hourly P…$20MPension Plan for Employees of Kopp Glass, Inc.Pension Plan for Employees o…$20M
End-of-year total assets ($M) among American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN390619790
Plan Effective Date2021-12-31
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.

American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit, Total assets ($B): 0.019801821 · Participants: 0American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining UnitThe 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
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Wisconsin, the nearest Defined Benefit (Pension) by end-of-year assets is Pension Program for Employees of Olean General Hospital in NY at $20M (this filing: $20M).

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 American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit assets move in 2022?
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit pulled back noticeably - down 12.4% during 2022, from $23M to $20M. Reported net income was -$3M.
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 American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit rank by assets among Form 5500 filers?
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit ranks in the 77th 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 American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Program for Employees of Olean General Hospital in NY ($20M, 302 participants).