Defined Benefit (Pension) · DOL Form 5500 · 2023
Moen Incorporated Pension Plan
Data updated 2026-08-11
- $267M
- Total assets
- 741
- Participants
- 96th
- Percentile by assets
- $360,748
- Avg per participant
Official DOL plan name: Moen Incorporated Pension Plan · Sponsored by Moen Incorporated · Ohio · Wholesale Trade
$267M in assets, 741 participants
Moen Incorporated's Moen Incorporated Pension Plan reported $267M in total assets and 741 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #6,119 in Wholesale Trade (6,309 peers)
Where Moen Incorporated Pension Plan sits by assets
Moen Incorporated Pension Plan sits in the top 5% of all filed plans by assets, $267M for 741 participants (~$360,748/participant), down 4.0% in 2023.
- $267M
- total plan assets (2023 EOY)
- 741
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $360,748
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Moen Incorporated Pension Plan sits by total assets
Moen Incorporated Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$267,314,355 Top 4% higher than 96% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Moen Incorporated Pension Plan reported net income rose from -$102M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Moen Incorporated Pension Plan reported participants fell from 830 in the plan year 2022 filing to 741 in the plan year 2023 filing.
- Moen Incorporated Pension Plan end-of-year assets fell from $278M in the plan year 2022 filing to $267M in the plan year 2023 filing.
Moen Incorporated Pension Plan vs the 2023 asset distribution
By assets, Moen Incorporated Pension Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $278M |
|---|---|
| Net Assets (End of Year) | $267M |
| Net Income | -$11M |
| Employer EIN | 360548230 |
| Plan Effective Date | 1951-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moen Incorporated)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 830 | $278M |
| 2023 | 1 | 741 | $267M |
| 2024 | 1 | 673 | $127M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Moen Incorporated Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Moen Incorporated Pension Plan by total assets, not by location.
- Retirement Plan for Employees of Reckitt Benckiser LLC (NJ) $267M · 259
- Community Bank System, Inc. Pension Plan (NY) $267M · 2,476
- Madison Gas and Electric Company Retirement Plan (WI) $267M · 103
- Smith & Nephew U.S. Pension Plan (TN) $267M · 421
Frequently Asked Questions
How did Moen Incorporated Pension Plan assets move in 2023? ▼
How have Moen Incorporated plan assets changed over time? ▼
Where does Moen Incorporated Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Moen Incorporated Pension Plan? ▼
Next read for Moen Incorporated Pension Plan
Scale reading
Ways to act on Moen Incorporated Pension Plan's numbers.
- By total assets, Moen Incorporated 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 Ohio. Compare plans
- Moen Incorporated's sponsor-wide assets have declined 54.2% since 2022 across 3 plan years on file. More Wholesale Trade plans