Defined Benefit (Pension) · DOL Form 5500 · 2023

Jacuzzi Brands Corp. Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
8
Participants Small participant base
65th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Jacuzzi Brands Corp. Pension Plan · Sponsored by Jacuzzi Brands Corp. · California · Management of Enterprises

$13M in assets, 8 participants

Jacuzzi Brands Corp.'s Jacuzzi Brands Corp. Pension Plan reported $13M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #495 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Jacuzzi Brands Corp. Pension Plan ranks #495 of 1,137 2023 filers by assets (2688% of the sector average)-$13M for 8 participants.

#495
in Management of Enterprises (1,137 peers)
+11.4%
assets growth YoY

Jacuzzi Brands Corp. Pension Plan's mid-pack asset rank among Management of Enterprises and all filers

Jacuzzi Brands Corp. Pension Plan vs every filed plan by assets

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

$13,224,962 Top 35% higher than 65% 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

Jacuzzi Brands Corp. Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jacuzzi Brands Corp. Pension Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacuzzi Brands Corp. Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jacuzzi Brands Corp. Pension Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208158665 · Jacuzzi Brands Corp. PY 2023 · Defined Benefit (Pension)

Jacuzzi Brands Corp. Pension Plan · $13M · 8 · 65th

  • EOY $13M
  • EOY 8
  • EOY 65th
  • EOY Defined Benefit (Pension)
  • EOY near Merchants & Marine Bank Pension Plan
  • EOY ind #495

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 Management of Enterprises retirement plans → · Plans in California →

Jacuzzi Brands Corp. Pension Plan in the asset neighbourhood

Retirement Plan for Officers,Business Reps and Office Employees of Local 464aRetirement Plan for Officers…$13MJacuzzi Brands Corp. Pension PlanJacuzzi Brands Corp. Pension…$13MMerchants & Marine Bank Pension PlanMerchants & Marine Bank Pens…$13MBurr & Forman LLP Cash Balance PlanBurr & Forman LLP Cash Balan…$13MRetirement Plan for Bargaining Unit Employees of Landis+GyrRetirement Plan for Bargaini…$13M
End-of-year total assets ($M) among Jacuzzi Brands Corp. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN208158665
Plan Effective Date1979-04-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacuzzi Brands Corp.)

Sponsor-wide plan assets over time

All Jacuzzi Brands Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 19.212709273503396% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.6M $77M ▲ +19.2%
Year Plans Participants Total Assets
2022 2 754 $65M
2023 2 1,111 $72M
2024 2 966 $77M

Nearby Defined Benefit (Pension) Plans in California

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

Jacuzzi Brands Corp. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Jacuzzi Brands Corp. Pension Plan, Total assets ($B): 0.013224962 · Participants: 8Jacuzzi Brands Corp. Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Jacuzzi Brands Corp. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Jacuzzi Brands Corp. Pension Plan side-by-side with 3 peers →

Jacuzzi Brands Corp. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Merchants & Marine Bank Pension Plan in MS ($13M); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Jacuzzi Brands Corp. Pension Plan assets move in 2023? ▼
Jacuzzi Brands Corp. Pension Plan grew at a solid clip - up 11.4% during 2023, from $12M to $13M. Reported net income was $1M.
How have Jacuzzi Brands Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacuzzi Brands Corp.'s sponsor-wide assets grew 19.2%, from $65M to $77M.
Which Defined Benefit (Pension) plans are similar in size to Jacuzzi Brands Corp. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Merchants & Marine Bank Pension Plan in MS ($13M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jacuzzi Brands Corp. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $992K 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 208158665.

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.