401(k) · DOL Form 5500 · 2023

A O Smith Corporation 401(k) Plan

Data updated 2026-08-25

$583M
Total assets Above avg plan size
4,638
Participants Above avg headcount
98th
Percentile by assets National rank
$125,642
Avg per participant Near avg balance/head
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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.

  • #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.

#18,025
in Manufacturing (18,722 peers)
+14.5%
assets growth YoY
5.8×
vs typical plan assets (national mean)

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

A O Smith Retirement Security Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$582,729,048 Top 2% higher than 98% of 127,068 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 2023

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A O Smith Retirement Security Plan lands in the large band (4,638 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390619790 · A O Smith Corporation PY 2023 · 401(k)

A O Smith Retirement Security Plan · $583M · 4,638 · 98th

  • 5500 $583M
  • ASSETS 4,638
  • PCT 98th
  • EIN 401(k)
  • RANK near Onemain 401(k) Plan
  • PHOTO ind #18025

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 Security Plan in the asset neighbourhood

Dot Holdings Co 401(k) and Profit Sharing PlanDot Holdings Co 401(k) and P…$583MA O Smith Retirement Security PlanA O Smith Retirement Securit…$583MOnemain 401(k) Plan$583MNetscout Systems, Inc. 401(k) PlanNetscout Systems, Inc. 401(k…$582MHawaiian Airlines, Inc. Pilots' 401(k) PlanHawaiian Airlines, Inc. Pilo…$582M
End-of-year total assets ($M) among A O Smith Retirement Security Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$509M
Net Assets (End of Year)$583M
Net Income$71M
Employer EIN390619790
Plan Effective Date1956-07-31
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 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 Scatter plot of 6 data points. 020000400006000080000100000 0246810 Total assets ($B) Participants A O Smith Retirement Security Plan, Total assets ($B): 0.582729048 · Participants: 4638A O Smith Retirement Security PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
A O Smith Retirement Security Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare A O Smith Retirement Security Plan side-by-side with 3 peers →

A O Smith Retirement Security Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Onemain 401(k) Plan in IN ($583M); by covered participants it is Oncor Thrift Plan in TX (4,636 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($583M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,638 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did A O Smith Retirement Security Plan assets move in 2023? ▼
A O Smith Retirement Security Plan grew at a solid clip - up 14.5% during 2023, from $509M to $583M. Reported net income was $71M.
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 Security Plan rank by assets among Form 5500 filers? ▼
A O Smith Retirement Security Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to A O Smith Retirement Security Plan? ▼
Among 401(k) plans in other states, the closest by assets is Onemain 401(k) Plan in IN ($583M, 9,161 participants).
Which 401(k) plans cover a similar participant headcount to A O Smith Retirement Security Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oncor Thrift Plan in TX (4,636 participants, $1.0B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.