Defined Benefit (Pension) · DOL Form 5500 · 2022

Borgwarner Inc. Pension Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
502
Participants Below avg headcount
94th
Percentile by assets National rank
$257,123
Avg per participant Above avg balance/head
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Official DOL plan name: Borgwarner Inc. Retirement Plan · Sponsored by Borgwarner Inc. · Michigan · Manufacturing

$129M in assets, 502 participants

Borgwarner Inc.'s Borgwarner Inc. Retirement Plan reported $129M in total assets and 502 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #18,691 in Manufacturing (20,602 peers)

Where Borgwarner Inc. Retirement Plan sits by assets

Borgwarner Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $129M for 502 participants (~$257,123/participant), down 26.9% in 2022.

#18,691
in Manufacturing (20,602 peers)
-26.9%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Borgwarner Inc. Retirement Plan's outsized position by total assets

Borgwarner Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$129,075,860 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Borgwarner Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Borgwarner Inc. Retirement Plan sits mid-pack in the medium band (502 participants).

Plan-year Form 5500 strip

Filing strip 133404508 · Borgwarner Inc. PY 2022 · Defined Benefit (Pension)

Borgwarner Inc. Retirement Plan · $129M · 502 · 94th

  • PART $129M
  • PART 502
  • PART 94th
  • PART Defined Benefit (Pension)
  • PART near Retirement Plan for Employees of the Burnham Group
  • PART ind #18691

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 Michigan →

Borgwarner Inc. Retirement Plan in the asset neighbourhood

Borgwarner Inc. Retirement PlanBorgwarner Inc. Retirement P…$129MRetirement Plan for Employees of the Burnham GroupRetirement Plan for Employee…$129MPension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - IatsePension Fund of Make-Up Arti…$129MHodgson Russ Retirement Plan$129MI.B.E.W. Local Union # 654 - Defined Benefit Pension PlanI.B.E.W. Local Union # 654 -…$129M
End-of-year total assets ($M) among Borgwarner Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$177M
Net Assets (End of Year)$129M
Net Income-$48M
Employer EIN133404508
Plan Effective Date1941-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Borgwarner Inc.)

Sponsor-wide plan assets over time

All Borgwarner Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 1.392454448663641% vs 2022
2024 filing year
$1.65B$1.7B$1.75B$1.8B 202220232024 $1.7B $1.72B ▲ +1.2%
Year Plans Participants Total Assets
2022 2 6,311 $1.7B
2023 2 6,286 $1.8B
2024 2 6,642 $1.7B

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Borgwarner Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Borgwarner Inc. Retirement Plan, Total assets ($B): 0.12907586 · Participants: 502Borgwarner Inc. Retirement PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pension Agreement
Borgwarner Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Borgwarner Inc. Retirement Plan side-by-side with 3 peers →

Borgwarner Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of the Burnham Group in PA ($129M); by covered participants it is Arkema Inc. Retirement Benefits Plan in PA (502 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (502 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Borgwarner Inc. Retirement Plan assets move in 2022? ▼
Borgwarner Inc. Retirement Plan declined sharply - down 26.9% during 2022, from $177M to $129M. Reported net income was -$48M.
How have Borgwarner Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Borgwarner Inc.'s sponsor-wide assets grew 1.4%, from $1.7B to $1.7B.
Where does Borgwarner Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Borgwarner Inc. Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Borgwarner Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of the Burnham Group in PA ($129M, 227 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Borgwarner Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Arkema Inc. Retirement Benefits Plan in PA (502 participants, $143M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133404508.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.