Defined Benefit (Pension) · DOL Form 5500 · 2023

Moen Incorporated Pension Plan

Data updated 2026-08-25

$267M
Total assets Near avg plan size
741
Participants Near avg headcount
96th
Percentile by assets National rank
$360,748
Avg per participant High balance/head
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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.

  • #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.

#6,119
in Wholesale Trade (6,309 peers)
-4.0%
assets change YoY
2.7×
vs typical plan assets (national mean)

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.

Moen Incorporated Pension Plan's outsized position 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

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

Moen Incorporated 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. Moen Incorporated Pension Plan sits mid-pack in the medium band (741 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 360548230 · Moen Incorporated PY 2023 · Defined Benefit (Pension)

Moen Incorporated Pension Plan · $267M · 741 · 96th

  • PHOTO $267M
  • IND 741
  • EOY 96th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Retirement Plan for Employees of Reckitt Benckiser LLC
  • PCT ind #6119

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 Ohio →

Moen Incorporated Pension Plan in the asset neighbourhood

Madison Gas and Electric Company Retirement PlanMadison Gas and Electric Com…$267MCommunity Bank System, Inc. Pension PlanCommunity Bank System, Inc. …$267MRetirement Plan for Employees of Reckitt Benckiser LLCRetirement Plan for Employee…$267MMoen Incorporated Pension PlanMoen Incorporated Pension Pl…$267MSmith & Nephew U.S. Pension PlanSmith & Nephew U.S. Pension …$267M
End-of-year total assets ($M) among Moen Incorporated Pension 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)$278M
Net Assets (End of Year)$267M
Net Income-$11M
Employer EIN360548230
Plan Effective Date1951-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moen Incorporated)

Sponsor-wide plan assets over time

All Moen Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$127M 54.23717108668718% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $278M $127M ▼ -54.2%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Moen Incorporated Pension Plan, Total assets ($B): 0.267314355 · Participants: 741Moen Incorporated Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Moen Incorporated Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Moen Incorporated Pension Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Reckitt Benckiser LLC in NJ ($267M); by covered participants it is Nintendo of America Inc. Defined Benefit Retirement Plan in WA (740 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (741 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 Moen Incorporated Pension Plan assets move in 2023? ▼
Moen Incorporated Pension Plan edged down modestly - down 4.0% during 2023, from $278M to $267M. Reported net income was -$11M.
How have Moen Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moen Incorporated's sponsor-wide assets declined 54.2%, from $278M to $127M.
Where does Moen Incorporated Pension Plan rank by assets among Form 5500 filers? ▼
Moen Incorporated Pension Plan ranks in the 96th 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 Moen Incorporated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Reckitt Benckiser LLC in NJ ($267M, 259 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Moen Incorporated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nintendo of America Inc. Defined Benefit Retirement Plan in WA (740 participants, $197M 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 360548230.

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.