PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. A O SMITH CORPORATION
Sponsor portfolioTH

A O SMITH CORPORATION

EIN 39-0619790-consumer goods-Latest filing 2024
Plans
4
Retirement
3
$651.8M assets
Welfare
1
$5.7M premiums
Participants
12,291
11270 W. PARK PLACE - MILWAUKEE, WI 532249506414-359-4082aosmithindia.comLinkedIn10001+ employeesconsumer goods
Plans on this EIN
4 filings
#018401k-$617.7M - 6,080 part#019TraditionalDB-$18.6M - 845 part#001CashBalance-$15.6M - 0 part#501Mixed-$5.7M - 5,432 lives

Retirement portfolio analytics

3 plans aggregated / $651.8M assets / 6,925 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • RETIREMENT SECURITY PLAN (#018)95%
  • MANUFACTURING BARGAINING UNIT (#019)3%
  • SMITH RETIREMENT PLAN (#001)2%
Total $651.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT SECURITY PLAN (#018)6,080
  • MANUFACTURING BARGAINING UNIT (#019)845
Total 6,925Click row to drill in

Benefits portfolio analytics

1 plan / $5.7M premiums / 5,432 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.3M
  • Long-term disability$1.7M
  • Other$1.1M
  • Vision$613K
  • Health$34K
  • Dental$34K
Total $5.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • HARTFORD LIFE AND ACCIDENT88%
  • VISION SERVICE PLAN10%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
  • UNITED HEALTHCARE INSURANCE COMPANY1%
Total $5.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $274K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#018

A O SMITH RETIREMENT SECURITY PLAN

401k

Assets$617.7M
Participants6,080
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#019

AMERICAN WATER HEATER COMPANY PENSION PLAN FOR THE JOHNSON CITY, TENNESSEE MANUFACTURING BARGAINING UNIT

TraditionalDB

Assets$18.6M
Participants845
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

A O SMITH RETIREMENT PLAN

CashBalance

Assets$15.6M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A. O. SMITH CORPORATION GROUP INSURANCE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$5.7M
Covered lives5,432
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
018A O SMITH RETIREMENT SECURITY PLAN401k$617.7M6,0802024
019AMERICAN WATER HEATER COMPANY PENSION PLAN FOR THE JOHNSON CITY, TENNESSEE MANUFACTURING BARGAINING UNITTraditionalDB$18.6M8452024
001A O SMITH RETIREMENT PLANCashBalance$15.6M02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A. O. SMITH CORPORATION GROUP INSURANCE PLANMixedHARTFORD LIFE AND ACCIDENT$5.7M5,4322024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica