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Benchmarking A O Smith Retirement Security Plan in Milwaukee, WI against all plans

 

A O Smith Retirement Security Plan in Milwaukee, WI has the 5th-most participant loans as a percentage of plan assets (1.79%) among the 27 plans within 50 miles. That 1.79% compares to an average of 1.01% across those 27 plans.

Reaching the average of 1.01% would imply a savings of $4,009,751 in participant loans.

Note: participant loans as a percentage of plan assets =
(100 * participant loans) รท total assets

A O Smith Retirement Security Plan has these standings among those 27 plans:

  • participant loans as a percentage of plan assets = 1.79% (5th-most)

  • participant loans = $9,175,172 (7th-most)

  • total assets = $513.10M (9th-most)

Visualize

 
 

Peers

better than Kohler Co. 401(K) Savings Plan in Kohler, WI (3.18%), Rev Group, Inc. 401(K) Retirement Plan in Brookfield, WI (2.83%), Molson Coors Consolidated Retirement and Thrift Savings Plan in Milwaukee, WI (2.48%), and Brookdale Senior Living Inc. 401(K) Retirement Savings Plan in Milwaukee, WI (1.82%).

exceeded Rexnord LLC 401(K) Plan in Milwaukee, WI (1.67%), Rite-Hite Retirement Savings Plan and Trust in Milwaukee, WI (1.47%), Komatsu Mining Corp. Retirement Savings Plan in Milwaukee, WI (1.44%), and Snap-On Incorporated 401k Savings Plan in Kenosha, WI (1.29%), and 18 others, ending with Uline, Inc. Profit Sharing Plan and Trust in Pleasant Prairie, WI (0.00%).

References

  1. participant loans as a percentage of plan assets. Lower values are better. Participant loans as a percentage of plan assets equals participant loans, Line 1c(8) of Schedule H, divided by total assets, Line 1f of Schedule H, multiplied by 100. A high value may indicate excessive borrowing from participants' retirement accounts. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. within 50 miles.

    • The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
    • In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.

    Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.