Other
2023 plan-year Other DOL Form 5500

Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Lennox Industries Inc. · Texas · Manufacturing

What the 2023 filing shows

Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc holds $58M for 379 participants — about $152,188 per participant, up 29.5% over the 2023 plan year.

$58M
total plan assets (2023 EOY)
379
covered participants
$152,188
avg assets per participant
+29.5%
assets growth YoY
Total Assets (2023)
$58M
Participants
379
State
Industry
Manufacturing

What the Filing Says About Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc

Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc is a Other retirement plan sponsored by Lennox Industries Inc., headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports $58M in total end-of-year assets and covers 379 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 420377110, and the plan has been effective since 1951-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $45M at the beginning of 2023 to $58M at year-end — a gain of 29.5%. Net assets (after liabilities) closed the year at $58M, with reported net income of $13M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$45M
Total Assets (End of Year)$58M
Net Assets (End of Year)$58M
Net Income$13M
Plan TypeOther
Employer EIN420377110
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lennox Industries Inc.)

Year Plans Participants Total Assets
2022 1 407 $45M
2023 1 379 $58M
2024 1 361 $54M

Nearby Other Plans in Texas

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc?
As of the 2023 Form 5500 filing, Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc holds $58M in total assets with 379 participants. It is sponsored by Lennox Industries Inc..
What type of plan is Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc?
Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc is a Other plan. It has been effective since 1951-01-01. The plan is filed with the U.S. Department of Labor under EIN 420377110.
Who sponsors the Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc?
Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc is sponsored by Lennox Industries Inc., located in Texas. The sponsor's EIN is 420377110 and the plan operates in the Manufacturing industry.
How did Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc perform in 2023?
Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc grew by 29.5% during 2023, moving from $45M to $58M in total assets. Net income was $13M.
Where can I find official filings for Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc?
Official Form 5500 filings for Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 420377110 or plan name at efast.dol.gov.
How does Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc compare to other plans?
You can compare Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg Inc against other Other plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 420377110.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.