Defined Benefit (Pension) · DOL Form 5500 · 2023
A.O. Smith Corporation Pension Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 725
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $27,968
- Avg per participant Low balance/head
Official DOL plan name: American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit · Sponsored by A.O. Smith Corporation · Wisconsin · Manufacturing
$20M in assets, 725 participants
A.O. Smith Corporation's American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit reported $20M in total assets and 725 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #11,772 in Manufacturing (18,722 peers)
A.O. Smith Corporation multi-year trail
A.O. Smith Corporation's plans moved +16.8% in assets from 2022 to 2024; this filing shows American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit at $20M / 725 participants.
- #11,772
- in Manufacturing (18,722 peers)
- +2.4%
- assets growth YoY
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit's outsized position by total assets
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,276,798 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit 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. American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit sits mid-pack in the medium band (725 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit reported net income rose from -$3M in the plan year 2022 filing to $503K in the plan year 2023 filing.
- American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit reported participants rose from N/A in the plan year 2022 filing to 725 in the plan year 2023 filing.
- American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit end-of-year assets rose from $20M in the plan year 2022 filing to $20M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 390619790 · A.O. Smith Corporation PY 2023 · Defined Benefit (Pension)
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit · $20M · 725 · 73rd
- PCT $20M
- EIN 725
- RANK 73rd
- PHOTO Defined Benefit (Pension)
- IND near The Retirement Plan for Union Employees of U.S. Oil & Refining Co.
- EOY ind #11772
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 →
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit in the asset neighbourhood
A.O. Smith Corporation multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 14,335 | $558M |
| 2023 | 3 | 5,407 | $626M |
| 2024 | 3 | 5,469 | $652M |
A.O. Smith Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $503K |
| Employer EIN | 390619790 |
| Plan Effective Date | 2021-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is The Retirement Plan for Union Employees of U.S. Oil & Refining Co. in TX ($20M); by covered participants it is Momentive Performance Materials Inc. Pension Plan in NY (725 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (725 participants); asset peers above are excluded.
- Momentive Performance Materials Inc. Pension Plan (NY) 725 · 0 off
- Iron Workers Pension Trust Fund for Colorado (CO) 725 · 0 off
- Iron Workers District Council of Western New York and Vicinity Pension Plan (NY) 725 · 0 off
- Pension Plan for Hourly Employees of the Cleveland-Cliffs Iron Company and Its Associated Employers (OH) 726 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.