Defined Benefit (Pension) · DOL Form 5500 · 2022
Walbro LLC Pension Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $241,351
- Avg per participant Above avg balance/head
Official DOL plan name: Walbro LLC UAW Local No. 9699 Pension Plan · Sponsored by Walbro LLC · Arizona · Manufacturing
$8M in assets, 33 participants
Walbro LLC's Walbro LLC UAW Local No. 9699 Pension Plan reported $8M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 60th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #9,539 in Manufacturing (20,602 peers)
Walbro LLC multi-year trail
Walbro LLC's plans moved -87.7% in assets from 2022 to 2024; this filing shows Walbro LLC UAW Local No. 9699 Pension Plan at $8M / 33 participants.
- #9,539
- in Manufacturing (20,602 peers)
- -24.3%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Walbro LLC UAW Local No. 9699 Pension Plan's mid-pack asset rank among Manufacturing and all filers
Walbro LLC UAW Local No. 9699 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,964,567 Top 40% higher than 60% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Walbro LLC UAW Local No. 9699 Pension Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walbro LLC UAW Local No. 9699 Pension Plan is a small filing (33 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 382968944 · Walbro LLC PY 2022 · Defined Benefit (Pension)
Walbro LLC UAW Local No. 9699 Pension Plan · $8M · 33 · 60th
- PART $8M
- PART 33
- PART 60th
- PART Defined Benefit (Pension)
- PART near Badger Foundry Company Pension Plan
- PART ind #9539
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Arizona →
Walbro LLC UAW Local No. 9699 Pension Plan in the asset neighbourhood
Walbro LLC multi-year asset trail
Sponsor-wide plan assets over time
All Walbro LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 87.73291938929815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 474 | $51M |
| 2023 | 3 | 444 | $50M |
| 2024 | 3 | 499 | $6M |
Walbro LLC filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$3M |
| Employer EIN | 382968944 |
| Plan Effective Date | 2007-03-07 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.2B · 5,840
- Salt River Project Employees' Retirement Plan $2.5B · 4,802
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,788
- Desert States Employers & Ufcw Unions Pension Plan $960M · 25,673
- Avnet Pension Plan $591M · 2,609
Walbro LLC UAW Local No. 9699 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Badger Foundry Company Pension Plan in MN ($8M); by covered participants it is Retirement Plan for Employees of Beckley Water Company in WV (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
- Retirement Plan for Employees of Beckley Water Company (WV) 33 · 0 off
- The York Water Company Pension Plan for General and Administrative Employees (PA) 33 · 0 off
- Deltrol Corporation Office Employees' Retirement Plan (WI) 33 · 0 off
- Winholt Equipment Corporation Defined Benefit Plan (NY) 33 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.