A O Smith Retirement Security 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 Security Plan is a benefit plan reported by A O Smith Corporation under EIN 39-0619790 and plan number 018. The latest loaded filing year is 2023. The filing reports 5,888 participants and $582,729,048 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
- 018
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 5,888
- End-of-year plan assets
- $582,729,048
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,888 | H | 20240718122812NAL0009136944003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $582,729,048
- Net assets (EOY)
- $582,729,048
- Net assets (BOY)
- $508,927,169
Income & contributions
- Employer contributions
- $16,687,574
- Participant contributions
- $23,425,774
- Total contributions
- $43,862,205
- Total income / additions
- $119,893,637
Expenses & distributions
- Benefits paid
- $48,626,021
- Total expenses
- $48,626,021
- Net increase / (decrease)
- $71,267,616
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.