Defined Benefit (Pension) · DOL Form 5500 · 2023
Zurn LLC Pension Plan
Data updated 2026-08-11
- $192M
- Total assets
- 117
- Participants
- 95th
- Percentile by assets
- $1.6M
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $192M
- total plan assets (2023 EOY)
- 117
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $1.6M
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Zurn Pension Plan reports 117 participants - about 21% of that state average ($192M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $192M |
| Net Income | $9M |
| Employer EIN | 043722228 |
| Plan Effective Date | 2007-02-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zurn LLC)
| 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
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Zurn Pension Plan by total assets, not by location.
- Del Monte Foods, Inc. Retirement Plan (CA) $192M · 246
- O'melveny & Myers LLP Cash Balance Plan (CA) $192M · 229
- Spire Missouri Employees' Retirement Plan (MO) $192M · 2,024
- Retirement Plan for Employees of Southern States (VA) $192M · 247
Frequently Asked Questions
How did Zurn Pension Plan assets move in 2023? ▼
How have Zurn LLC plan assets changed over time? ▼
Where does Zurn Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Zurn Pension Plan? ▼
Next read for Zurn Pension Plan
Filing takeaways
Ways to act on Zurn Pension Plan's numbers.
- By total assets, Zurn Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
- Zurn LLC's sponsor-wide assets have grown 47.4% since 2022 across 3 plan years on file. More Wholesale Trade plans