A O SMITH RETIREMENT SECURITY PLAN

Plan Contact

  • Address: 11270 W. PARK PLACE,,MILWAUKEE,WI
  • Phone: (414) 359-4082

Plan General Information

A O SMITH RETIREMENT SECURITY PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of A O SMITH RETIREMENT SECURITY PLAN is $582,729,048.00.This plan was established in 1956.

A O SMITH RETIREMENT SECURITY PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in A O SMITH RETIREMENT SECURITY PLAN is 5888

A O SMITH RETIREMENT SECURITY PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for A O SMITH RETIREMENT SECURITY PLAN is $98,968.00

A O SMITH RETIREMENT SECURITY PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for A O SMITH RETIREMENT SECURITY PLAN is $4,126.00.

A O SMITH RETIREMENT SECURITY PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in A O SMITH RETIREMENT SECURITY PLAN is approximately $2,834.00
Investing in this additonal $2,834.00 for 20 years would give you extra $181,386.00, assuming a 10% annual return.

A O SMITH RETIREMENT SECURITY PLAN Total Employer Contribution and Match Rate

In 2023, A O SMITH RETIREMENT SECURITY PLAN allocates $16,687,574.00 to match its employees' contributions, providing an employer match rate of 71.24% of their contributions

A O SMITH RETIREMENT SECURITY PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of A O SMITH RETIREMENT SECURITY PLAN is 14.50%.

A O SMITH RETIREMENT SECURITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for A O SMITH RETIREMENT SECURITY PLAN is 15.51%. This measures the effectiveness of the plan participants' investments in the year.

A O SMITH RETIREMENT SECURITY PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of A O SMITH RETIREMENT SECURITY PLAN is 0.00%.

Enrollment Features

A O SMITH RETIREMENT SECURITY PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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