A O Smith Corporation — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, A O Smith Corporation (EIN 39-0619790) is a plan sponsor located in Milwaukee, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 39-0619790
- Location
- Milwaukee, WI
- Loaded plans
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $625,772,391
- Total reported net assets (EOY)
- $625,772,391
Contributions & income
- Employer contributions
- $16,687,574
- Participant contributions
- $23,425,774
- Total income / additions
- $133,198,098
Expenses & distributions
- Benefits paid / distributions
- $57,217,228
- Total expenses
- $63,849,726
- Net increase / (decrease)
- $69,348,372
Coverage
- Total reported participants
- 18,693
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| A O Smith Retirement Security Plan | 018 | 5,888 | $582,729,048 | 2023 |
| A O Smith Retirement Plan | 001 | 6,926 | $22,766,545 | 2023 |
| American Water Heater Company Pension Plan For The Johnson City, Tennessee Manufacturing Bargaining Unit | 019 | 784 | $20,276,798 | 2023 |
| A. O. Smith Corporation Group Insurance Plan | 501 | 5,095 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | A O Smith Retirement Security Plan | 5,888 | H | 20240718122812NAL0009136944003 |
| 2023 | A. O. Smith Corporation Group Insurance Plan | 5,095 | — | 20240731165940NAL0021966113001 |
| 2023 | A O Smith Retirement Plan | 6,926 | H, C | 20241015095426NAL0014351043002 |
| 2023 | American Water Heater Company Pension Plan For The Johnson City, Tennessee Manufacturing Bargaining Unit | 784 | H, C | 20241015095426NAL0014351043003 |