Defined Benefit (Pension) · DOL Form 5500 · 2024

Moen Incorporated Pension Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
673
Participants Below avg headcount
92nd
Percentile by assets National rank
$189,317
Avg per participant Above avg balance/head
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Official DOL plan name: Moen Incorporated Pension Plan · Sponsored by Moen Incorporated · Ohio · Wholesale Trade

$127M in assets, 673 participants

Moen Incorporated's Moen Incorporated Pension Plan reported $127M in total assets and 673 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,692 in Wholesale Trade (6,080 peers)

Where Moen Incorporated Pension Plan sits by assets

Moen Incorporated Pension Plan sits in the top 10% of all filed plans by assets, $127M for 673 participants (~$189,317/participant), down 52.3% in 2024.

#5,692
in Wholesale Trade (6,080 peers)
-52.3%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $140M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Moen Incorporated Pension Plan's outsized position by total assets

Moen Incorporated Pension Plan vs every filed plan by assets

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

$127,410,441 Top 8% higher than 92% 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

Moen Incorporated 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. Moen Incorporated Pension Plan sits mid-pack in the medium band (673 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moen Incorporated Pension Plan reported net income fell from -$11M in the plan year 2023 filing to -$140M in the plan year 2024 filing.
  • Moen Incorporated Pension Plan end-of-year assets fell from $267M in the plan year 2023 filing to $127M in the plan year 2024 filing.
  • Moen Incorporated Pension Plan reported participants fell from 741 in the plan year 2023 filing to 673 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 360548230 · Moen Incorporated PY 2024 · Defined Benefit (Pension)

Moen Incorporated Pension Plan · $127M · 673 · 92nd

  • BOOK $127M
  • BOOK 673
  • BOOK 92nd
  • BOOK Defined Benefit (Pension)
  • BOOK near Ua of Plumbers & Pipefitters Local 51 Pension Plan
  • BOOK ind #5692

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 Ohio →

Moen Incorporated Pension Plan in the asset neighbourhood

Bashas' Employees Defined Benefit Pension Plan and TrustBashas' Employees Defined Be…$127MMoen Incorporated Pension PlanMoen Incorporated Pension Pl…$127MUa of Plumbers & Pipefitters Local 51 Pension PlanUa of Plumbers & Pipefitters…$127MOperative Plasterers and Cement Masons Local No. 109 Pension PlanOperative Plasterers and Cem…$127MMorgan US Employees' Retirement PlanMorgan US Employees' Retirem…$127M
End-of-year total assets ($M) among Moen Incorporated Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$267M
Net Assets (End of Year)$127M
Net Income-$140M
Employer EIN360548230
Plan Effective Date1951-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moen Incorporated)

Sponsor-wide plan assets over time

All Moen Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$127M 54.23717108668718% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $278M $127M ▼ -54.2%
Year Plans Participants Total Assets
2022 1 830 $278M
2023 1 741 $267M
2024 1 673 $127M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Moen Incorporated Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Moen Incorporated Pension Plan, Total assets ($B): 0.127410441 · Participants: 673Moen Incorporated Pension PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Moen Incorporated Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Moen Incorporated Pension Plan side-by-side with 3 peers →

Moen Incorporated Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Ua of Plumbers & Pipefitters Local 51 Pension Plan in RI ($127M); by covered participants it is Molex Hourly Employees' Pension Plan in IL (674 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (673 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 Moen Incorporated Pension Plan assets move in 2024? ▼
Moen Incorporated Pension Plan contracted severely - down 52.3% during 2024, from $267M to $127M. Reported net income was -$140M.
How have Moen Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moen Incorporated's sponsor-wide assets declined 54.2%, from $278M to $127M.
Where does Moen Incorporated Pension Plan rank by assets among Form 5500 filers? ▼
Moen Incorporated Pension Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Moen Incorporated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ua of Plumbers & Pipefitters Local 51 Pension Plan in RI ($127M, 591 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Moen Incorporated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Molex Hourly Employees' Pension Plan in IL (674 participants, $109M 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 360548230.

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.