Defined Benefit (Pension) · DOL Form 5500 · 2023
Lennox Industries Inc. Pension Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 379
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $152,188
- Avg per participant Above avg balance/head
Official DOL plan name: Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc · Sponsored by Lennox Industries Inc. · Texas · Manufacturing
$58M in assets, 379 participants
Lennox Industries Inc.'s Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc reported $58M in total assets and 379 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,154 in Manufacturing (18,722 peers)
Where Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc sits by assets
Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc sits in the top quartile of all filed plans by assets, $58M for 379 participants (~$152,188/participant), up 29.5% in 2023.
- #15,154
- in Manufacturing (18,722 peers)
- +29.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc's outsized position by total assets
Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$57,679,227 Top 13% higher than 87% 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
Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc 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. Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc sits mid-pack in the medium band (379 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc reported net income rose from -$15M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc end-of-year assets rose from $45M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc reported participants fell from 407 in the plan year 2022 filing to 379 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 420377110 · Lennox Industries Inc. PY 2023 · Defined Benefit (Pension)
Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc · $58M · 379 · 87th
- EBSA $58M
- EBSA 379
- EBSA 87th
- EBSA Defined Benefit (Pension)
- EBSA near Tidewater Electrical Industry Pension Fund
- EBSA ind #15154
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 Texas →
Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $13M |
| Employer EIN | 420377110 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lennox Industries Inc.)
Sponsor-wide plan assets over time
All Lennox Industries Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 22.275230930988187% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 407 | $45M |
| 2023 | 1 | 379 | $58M |
| 2024 | 1 | 361 | $54M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Tidewater Electrical Industry Pension Fund in VA ($58M); by covered participants it is Foodland Super Market, Ltd. Pension Plan in HI (379 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (379 participants); asset peers above are excluded.
- Foodland Super Market, Ltd. Pension Plan (HI) 379 · 0 off
- Atalco LLC Hourly Employee Pension Plan (LA) 379 · 0 off
- Cyprus Federal Credit Union Cash Balance Defined Benefit Plan and Trust (UT) 379 · 0 off
- Lynden Pension Equity Plan (WA) 378 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.