A O Smith Retirement Plan — Form 5500 plan (A. O. Smith Corporation)
Plain-English plan 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 Retirement Plan is a benefit plan reported by A. O. Smith Corporation under EIN 39-0619790 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,926 participants and $22,766,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A. O. Smith Corporation
- EIN
- 39-0619790
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 6,926
- End-of-year plan assets
- $22,766,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,926 | H, C | 20241015095426NAL0014351043002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,766,545
- Net assets (EOY)
- $22,766,545
- Net assets (BOY)
- $25,189,201
Income & contributions
- Total income / additions
- $12,308,975
Expenses & distributions
- Benefits paid
- $8,406,966
- Administrative expenses
- $6,324,665
- Total expenses
- $14,731,631
- Net increase / (decrease)
- -$2,422,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc | UNRELATED | $497,825 | not reported in the loaded dataset | 2023 |
| Foley & Larder | UNRELATED | $118,320 | $0 | 2023 |
| Marquette Associates | UNRELATED | $100,500 | not reported in the loaded dataset | 2023 |
| Legal & General Invt Mgmt | UNRELATED | $89,916 | not reported in the loaded dataset | 2023 |
| A.O. Smith Corporation | PLAN SPONSOR | $88,013 | not reported in the loaded dataset | 2023 |
| Us Bank | TRUSTEE | $40,469 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | UNRELATED | $39,674 | not reported in the loaded dataset | 2023 |
| Naviantgroup, LLC | UNRELATED | $34,631 | not reported in the loaded dataset | 2023 |
| Automatic Data Processing | UNRELATED | $19,893 | not reported in the loaded dataset | 2023 |
| Burton & Mayer | UNRELATED | $8,975 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A. O. Smith Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Aon Consulting, Inc — Schedule C compensation
- Foley & Larder — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Legal & General Invt Mgmt — Schedule C compensation
- A.O. Smith Corporation — Schedule C compensation
- Us Bank — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Naviantgroup, LLC — Schedule C compensation
- Automatic Data Processing — Schedule C compensation
- Burton & Mayer — Schedule C compensation