Defined Benefit (Pension) · DOL Form 5500 · 2023

Zurn LLC Pension Plan

Data updated 2026-08-25

$192M
Total assets Near avg plan size
117
Participants Small participant base
95th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Zurn Pension Plan · Sponsored by Zurn LLC · Wisconsin · Wholesale Trade

$192M in assets, 117 participants

Zurn LLC's Zurn Pension Plan reported $192M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #6,048 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

Zurn Pension Plan covers 117 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $192M.

#6,048
in Wholesale Trade (6,309 peers)
+4.9%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Zurn Pension Plan's outsized position by total assets

Zurn Pension Plan vs every filed plan by assets

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

$192,232,749 Top 5% higher than 95% 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

Zurn Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zurn Pension Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zurn Pension Plan reported net income rose from -$64M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Zurn Pension Plan reported participants fell from 125 in the plan year 2022 filing to 117 in the plan year 2023 filing.
  • Zurn Pension Plan end-of-year assets rose from $183M in the plan year 2022 filing to $192M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043722228 · Zurn LLC PY 2023 · Defined Benefit (Pension)

Zurn Pension Plan · $192M · 117 · 95th

  • PHOTO $192M
  • IND 117
  • EOY 95th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Del Monte Foods, Inc. Retirement Plan
  • PCT ind #6048

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Zurn Pension Plan in the asset neighbourhood

Spire Missouri Employees' Retirement PlanSpire Missouri Employees' Re…$192MDel Monte Foods, Inc. Retirement PlanDel Monte Foods, Inc. Retire…$192MZurn Pension Plan$192MO'melveny & Myers LLP Cash Balance PlanO'melveny & Myers LLP Cash B…$192MRetirement Plan for Employees of Southern StatesRetirement Plan for Employee…$192M
End-of-year total assets ($M) among Zurn Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$183M
Net Assets (End of Year)$192M
Net Income$9M
Employer EIN043722228
Plan Effective Date2007-02-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Zurn LLC)

Sponsor-wide plan assets over time

All Zurn LLC plans reported in each filing year

Latest sponsor-wide plan assets
$567M 47.443660773372166% vs 2022
2024 filing year
$300M$400M$500M$600M 202220232024 $385M $567M ▲ +47.4%
Year Plans Participants Total Assets
2022 2 1,971 $385M
2023 2 2,044 $531M
2024 2 1,885 $567M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Zurn Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 01234 Total assets ($B) Participants Zurn Pension Plan, Total assets ($B): 0.192232749 · Participants: 117Zurn Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Zurn Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Zurn Pension Plan side-by-side with 3 peers →

Zurn Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Del Monte Foods, Inc. Retirement Plan in CA ($192M); by covered participants it is Cotton Incorporated Pension Plan in NC (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($192M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Zurn Pension Plan assets move in 2023? ▼
Zurn Pension Plan edged up modestly - up 4.9% during 2023, from $183M to $192M. Reported net income was $9M.
How have Zurn LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zurn LLC's sponsor-wide assets grew 47.4%, from $385M to $567M.
Where does Zurn Pension Plan rank by assets among Form 5500 filers? ▼
Zurn Pension Plan ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to Zurn Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Del Monte Foods, Inc. Retirement Plan in CA ($192M, 246 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zurn Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cotton Incorporated Pension Plan in NC (117 participants, $35M 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 043722228.

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.