Defined Benefit (Pension) · DOL Form 5500 · 2023

A. O. Smith Corporation Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
44
Participants Small participant base
75th
Percentile by assets National rank
$517,421
Avg per participant High balance/head
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Official DOL plan name: A O Smith Retirement Plan · Sponsored by A. O. Smith Corporation · Wisconsin · Manufacturing

$23M in assets, 44 participants

A. O. Smith Corporation's A O Smith Retirement Plan reported $23M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,235 in Manufacturing (18,722 peers)

Where A O Smith Retirement Plan sits by assets

A O Smith Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 44 participants (~$517,421/participant), down 23.1% in 2023.

#12,235
in Manufacturing (18,722 peers)
-23.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

A O Smith Retirement Plan vs every filed plan by assets

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

$22,766,545 Top 25% higher than 75% 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 Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A O Smith Retirement Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A O Smith Retirement Plan reported net income rose from -$780M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • A O Smith Retirement Plan reported participants fell from 9,566 in the plan year 2022 filing to 44 in the plan year 2023 filing.
  • A O Smith Retirement Plan end-of-year assets fell from $30M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390619790 · A. O. Smith Corporation PY 2023 · Defined Benefit (Pension)

A O Smith Retirement Plan · $23M · 44 · 75th

  • EBSA $23M
  • EBSA 44
  • EBSA 75th
  • EBSA Defined Benefit (Pension)
  • EBSA near Local 840 I. B. of T. Pension Fund
  • EBSA ind #12235

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 Plan in the asset neighbourhood

Lakeside Bank Retirement Plan$23MA O Smith Retirement Plan$23MLocal 840 I. B. of T. Pension FundLocal 840 I. B. of T. Pensio…$23MGroup Pension Plan for Salaried Ees of Keystone Powdered Metal CoGroup Pension Plan for Salar…$23MExhibition Employees Local 829 Pension FundExhibition Employees Local 8…$23M
End-of-year total assets ($M) among A O Smith Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$23M
Net Income-$2M
Employer EIN390619790
Plan Effective Date1947-11-11
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 Defined Benefit (Pension) Plans in Wisconsin

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

A O Smith Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants A O Smith Retirement Plan, Total assets ($B): 0.022766545 · Participants: 44A O Smith Retirement 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
A O Smith Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare A O Smith Retirement Plan side-by-side with 3 peers →

A O Smith Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Local 840 I. B. of T. Pension Fund in NY ($23M); by covered participants it is Mamiye Brothers Inc. Pension Plan in NY (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Plan assets move in 2023? ▼
A O Smith Retirement Plan declined sharply - down 23.1% during 2023, from $30M to $23M. Reported net income was -$2M.
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 Plan rank by assets among Form 5500 filers? ▼
A O Smith Retirement Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to A O Smith Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 840 I. B. of T. Pension Fund in NY ($23M, 144 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to A O Smith Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mamiye Brothers Inc. Pension Plan in NY (44 participants, $12M 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.