2023 Form 5500 filing — A O Smith Retirement Security Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718122812NAL0009136944003) for A O Smith Retirement Security Plan, reported by A O Smith Corporation under EIN 39-0619790 and plan number 018. It reports 5,888 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240718122812NAL0009136944003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A O Smith Corporation
- EIN
- 39-0619790
- Plan number
- 018
- Location
- Milwaukee, WI
- Participants
- 5,888
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $582,729,048
- Net assets (EOY)
- $582,729,048
- Employer contributions
- $16,687,574
- Participant contributions
- $23,425,774
- Total income / additions
- $119,893,637
- Benefits paid
- $48,626,021
- Total expenses
- $48,626,021
- Net increase / (decrease)
- $71,267,616
- Schedule source
- Schedule H