Defined Benefit (Pension) · DOL Form 5500 · 2024
Zurn LLC Pension Plan
Data updated 2026-08-25
- $200M
- Total assets Near avg plan size
- 109
- Participants Small participant base
- 94th
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Zurn Pension Plan · Sponsored by Zurn LLC · Wisconsin · Wholesale Trade
$200M in assets, 109 participants
Zurn LLC's Zurn Pension Plan reported $200M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #5,812 in Wholesale Trade (6,080 peers)
Coverage in Wisconsin
Zurn Pension Plan covers 109 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $200M.
- #5,812
- in Wholesale Trade (6,080 peers)
- +4.0%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Zurn Pension Plan's outsized position by total assets
Zurn Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$199,858,239 Top 6% higher than 94% 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
Zurn Pension Plan 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. Zurn Pension Plan sits mid-pack in the medium band (109 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zurn Pension Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Zurn Pension Plan reported participants fell from 117 in the plan year 2023 filing to 109 in the plan year 2024 filing.
- Zurn Pension Plan end-of-year assets rose from $192M in the plan year 2023 filing to $200M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 043722228 · Zurn LLC PY 2024 · Defined Benefit (Pension)
Zurn Pension Plan · $200M · 109 · 94th
- EIN $200M
- EIN 109
- EIN 94th
- EIN Defined Benefit (Pension)
- EIN near Ryerson Pension Plan
- EIN ind #5812
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Zurn Pension Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $192M |
|---|---|
| Net Assets (End of Year) | $200M |
| Net Income | $8M |
| Employer EIN | 043722228 |
| Plan Effective Date | 2007-02-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zurn LLC)
Sponsor-wide plan assets over time
All Zurn LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $567M 47.443660773372166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,971 | $385M |
| 2023 | 2 | 2,044 | $531M |
| 2024 | 2 | 1,885 | $567M |
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
Zurn Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Ryerson Pension Plan in IL ($200M); by covered participants it is Spencer Savings Bank, Sla Employees' Pension Plan in NJ (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($200M here).
- Ryerson Pension Plan (IL) $200M · 422
- Metal Companies Multi-Employer Pension Plan (IL) $200M · 394
- Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan (OH) $200M · 472
- Carmax, Inc. Pension Plan (VA) $199M · 2,563
Similar participant headcount
Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.
- Spencer Savings Bank, Sla Employees' Pension Plan (NJ) 109 · 0 off
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Nebraska (NE) 109 · 0 off
- Erc Retirement Plan (CT) 109 · 0 off
- Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh (MD) 109 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.