Defined Benefit (Pension) · DOL Form 5500 · 2024
A.O. Smith Corporation Pension Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 632
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $29,383
- Avg per participant Low balance/head
Official DOL plan name: American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit · Sponsored by A.O. Smith Corporation · Wisconsin · Manufacturing
$19M in assets, 632 participants
A.O. Smith Corporation's American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit reported $19M in total assets and 632 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #10,301 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 American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit at $19M / 632 participants.
- #10,301
- in Manufacturing (17,777 peers)
- -8.4%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit's outsized position by total assets
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,569,909 Top 31% higher than 69% 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
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit sits mid-pack in the medium band (632 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit reported net income fell from $503K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit reported participants fell from 725 in the plan year 2023 filing to 632 in the plan year 2024 filing.
- American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit end-of-year assets fell from $20M in the plan year 2023 filing to $19M in the plan year 2024 filing.
DOL schedule card
Filing strip 390619790 · A.O. Smith Corporation PY 2024 · Defined Benefit (Pension)
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit · $19M · 632 · 69th
- PCT $19M
- EIN 632
- RANK 69th
- PHOTO Defined Benefit (Pension)
- IND near St Louis Community Credit Union Cash Balance Retirement Pension Plan
- EOY ind #10301
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 →
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit 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) | $20M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$2M |
| Employer EIN | 390619790 |
| Plan Effective Date | 2021-12-31 |
| 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
American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is St Louis Community Credit Union Cash Balance Retirement Pension Plan in MO ($19M); by covered participants it is Baton Rouge Sheet Metal Workers Pension Fund in LA (632 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (632 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.