Defined Benefit (Pension) · DOL Form 5500 · 2024
A. O. Smith Corporation Pension Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 65th
- Percentile by assets National rank
Official DOL plan name: A O Smith Retirement Plan · Sponsored by A. O. Smith Corporation · Wisconsin · Manufacturing
$16M in assets, N/A participants
A. O. Smith Corporation's A O Smith Retirement Plan reported $16M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #9,498 in Manufacturing (17,777 peers)
A. O. Smith Corporation multi-year trail
A. O. Smith Corporation's plans moved +16.8% in assets from 2022 to 2024; this filing shows A O Smith Retirement Plan at $16M / N/A participants.
- #9,498
- in Manufacturing (17,777 peers)
- -31.6%
- assets change YoY
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
A O Smith Retirement Plan's mid-pack asset rank among Manufacturing and all filers
A O Smith Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,563,029 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- A O Smith Retirement Plan reported net income fell from -$2M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- A O Smith Retirement Plan reported participants fell from 44 in the plan year 2023 filing to N/A in the plan year 2024 filing.
- A O Smith Retirement Plan end-of-year assets fell from $23M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 390619790 · A. O. Smith Corporation PY 2024 · Defined Benefit (Pension)
A O Smith Retirement Plan · $16M · N/A · 65th
- EBSA $16M
- EBSA N/A
- EBSA 65th
- EBSA Defined Benefit (Pension)
- EBSA near Group Pension Plan for Employees of Rail Europe North America Inc.
- EBSA ind #9498
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 Plan in the asset neighbourhood
A. O. Smith Corporation multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 14,335 | $558M |
| 2023 | 3 | 5,407 | $626M |
| 2024 | 3 | 5,469 | $652M |
A. O. Smith Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$7M |
| Employer EIN | 390619790 |
| Plan Effective Date | 1947-11-11 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
A O Smith Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Wisconsin, the nearest Defined Benefit (Pension) by end-of-year assets is Group Pension Plan for Employees of Rail Europe North America Inc. in FL at $16M (this filing: $16M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.