401(k) · DOL Form 5500 · 2024

A O Smith Corporation 401(k) Plan

Data updated 2026-08-25

$618M
Total assets Above avg plan size
4,837
Participants Above avg headcount
98th
Percentile by assets National rank
$127,704
Avg per participant Near avg balance/head
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Official DOL plan name: A O Smith Retirement Security Plan · Sponsored by A O Smith Corporation · Wisconsin · Manufacturing

$618M in assets, 4,837 participants

A O Smith Corporation's A O Smith Retirement Security Plan reported $618M in total assets and 4,837 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,101 in Manufacturing (17,777 peers)

Coverage in Wisconsin

A O Smith Retirement Security Plan covers 4,837 participants in Wisconsin, 8.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $618M.

#17,101
in Manufacturing (17,777 peers)
+6.0%
assets growth YoY
6.2×
vs typical plan assets (national mean)

A O Smith Retirement Security Plan's outsized position by total assets

A O Smith Retirement Security Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$617,703,307 Top 2% higher than 98% of 123,620 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 2024

A O Smith Retirement Security Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A O Smith Retirement Security Plan lands in the large band (4,837 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A O Smith Retirement Security Plan reported net income fell from $71M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • A O Smith Retirement Security Plan end-of-year assets rose from $583M in the plan year 2023 filing to $618M in the plan year 2024 filing.
  • A O Smith Retirement Security Plan reported participants rose from 4,638 in the plan year 2023 filing to 4,837 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390619790 · A O Smith Corporation PY 2024 · 401(k)

A O Smith Retirement Security Plan · $618M · 4,837 · 98th

  • VS-ST $618M
  • VS-ST 4,837
  • VS-ST 98th
  • VS-ST 401(k)
  • VS-ST near Ugi Utilities, Inc. Savings Plan
  • VS-ST ind #17101

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 →

A O Smith Retirement Security Plan in the asset neighbourhood

Children's of Alabama 401(k) PlanChildren's of Alabama 401(k)…$618MPpl Deferred Savings Plan$618MA O Smith Retirement Security PlanA O Smith Retirement Securit…$618MUgi Utilities, Inc. Savings PlanUgi Utilities, Inc. Savings …$618MSogeti USA 401(k) Profit Sharing PlanSogeti USA 401(k) Profit Sha…$617M
End-of-year total assets ($M) among A O Smith Retirement Security Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$583M
Net Assets (End of Year)$618M
Net Income$26M
Employer EIN390619790
Plan Effective Date1956-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (A O Smith Corporation)

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
$500M$550M$600M$650M$700M 202220232024 $558M $652M ▲ +16.8%
Year Plans Participants Total Assets
2022 3 14,335 $558M
2023 3 5,407 $626M
2024 3 5,469 $652M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

A O Smith Retirement Security Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 051015 Total assets ($B) Participants A O Smith Retirement Security Plan, Total assets ($B): 0.617703307 · Participants: 4837A O Smith Retirement Security PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
A O Smith Retirement Security Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare A O Smith Retirement Security Plan side-by-side with 3 peers →

A O Smith Retirement Security Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Ugi Utilities, Inc. Savings Plan in PA ($618M); by covered participants it is Mister Car Wash 401(k) Retirement Plan in AZ (4,841 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($618M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,837 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did A O Smith Retirement Security Plan assets move in 2024? ▼
A O Smith Retirement Security Plan grew at a solid clip - up 6.0% during 2024, from $583M to $618M. Reported net income was $26M.
How have A O Smith Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A O Smith Corporation's sponsor-wide assets grew 16.8%, from $558M to $652M.
Where does A O Smith Retirement Security Plan rank by assets among Form 5500 filers? ▼
A O Smith Retirement Security Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to A O Smith Retirement Security Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ugi Utilities, Inc. Savings Plan in PA ($618M, 2,750 participants).
Which 401(k) plans cover a similar participant headcount to A O Smith Retirement Security Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mister Car Wash 401(k) Retirement Plan in AZ (4,841 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390619790.

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.