401(k) · DOL Form 5500 · 2023
A O Smith Corporation 401(k) Plan
Data updated 2026-08-11
- $583M
- Total assets
- 4,638
- Participants
- 98th
- Percentile by assets
- $125,642
- Avg per participant
Official DOL plan name: A O Smith Retirement Security Plan · Sponsored by A O Smith Corporation · Wisconsin · Manufacturing
$583M in assets, 4,638 participants
A O Smith Corporation's A O Smith Retirement Security Plan reported $583M in total assets and 4,638 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #18,025 in Manufacturing (18,722 peers)
Coverage in Wisconsin
A O Smith Retirement Security Plan covers 4,638 participants in Wisconsin, 8.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $583M.
- $583M
- total plan assets (2023 EOY)
- 4,638
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $125,642
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- A O Smith Retirement Security Plan reported net income rose from -$80M in the plan year 2022 filing to $71M in the plan year 2023 filing.
- A O Smith Retirement Security Plan end-of-year assets rose from $509M in the plan year 2022 filing to $583M in the plan year 2023 filing.
- A O Smith Retirement Security Plan reported participants fell from 4,769 in the plan year 2022 filing to 4,638 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. A O Smith Retirement Security Plan reports 4,638 participants - 8.2x that state average ($583M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $509M |
|---|---|
| Net Assets (End of Year) | $583M |
| Net Income | $71M |
| Employer EIN | 390619790 |
| Plan Effective Date | 1956-07-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A O Smith Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 14,335 | $558M |
| 2023 | 3 | 5,407 | $626M |
| 2024 | 3 | 5,469 | $652M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
A O Smith Retirement Security Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to A O Smith Retirement Security Plan by total assets, not by location.
- Onemain 401(k) Plan (IN) $583M · 9,161
- Dot Holdings Co 401(k) and Profit Sharing Plan (MO) $583M · 6,814
- Netscout Systems, Inc. 401(k) Plan (MA) $582M · 1,505
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan (HI) $582M · 1,021
Frequently Asked Questions
How did A O Smith Retirement Security Plan assets move in 2023? ▼
How have A O Smith Corporation plan assets changed over time? ▼
Where does A O Smith Retirement Security Plan rank by assets among Form 5500 filers? ▼
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Next read for A O Smith Retirement Security Plan
Filing takeaways
Ways to act on A O Smith Retirement Security Plan's numbers.
- By total assets, A O Smith Retirement Security Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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