401(k) · DOL Form 5500 · 2022

Welbilt, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
457
Participants Below avg headcount
86th
Percentile by assets National rank
$91,667
Avg per participant Below avg balance/head
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Official DOL plan name: Welbilt Retirement Savings Plan · Sponsored by Welbilt, Inc. · Florida · Manufacturing

$42M in assets, 457 participants

Welbilt, Inc.'s Welbilt Retirement Savings Plan reported $42M in total assets and 457 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #16,531 in Manufacturing (20,602 peers)

Where Welbilt Retirement Savings Plan sits by assets

Welbilt Retirement Savings Plan sits in the top quartile of all filed plans by assets, $42M for 457 participants (~$91,667/participant), down 35.6% in 2022.

#16,531
in Manufacturing (20,602 peers)
-35.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Welbilt Retirement Savings Plan's outsized position by total assets

Welbilt Retirement Savings Plan vs every filed plan by assets

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

$41,891,698 Top 14% higher than 86% 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

Welbilt Retirement Savings 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. Welbilt Retirement Savings Plan sits mid-pack in the medium band (457 participants).

Published 5500 schedule card

Filing strip 474625716 · Welbilt, Inc. PY 2022 · 401(k)

Welbilt Retirement Savings Plan · $42M · 457 · 86th

  • BOOK $42M
  • BOOK 457
  • BOOK 86th
  • BOOK 401(k)
  • BOOK near Avenue5 Residential, LLC Employee Savings Plan
  • BOOK ind #16531

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 Florida →

Welbilt Retirement Savings Plan in the asset neighbourhood

Avenue5 Residential, LLC Employee Savings PlanAvenue5 Residential, LLC Emp…$42MGroup One Trading, L.P. Retirement PlanGroup One Trading, L.P. Reti…$42MParsec, Inc. Profit Sharing/401(k) PlanParsec, Inc. Profit Sharing/…$42MWelbilt Retirement Savings PlanWelbilt Retirement Savings P…$42MVogel Law Firm 401(k) Profit Sharing PlanVogel Law Firm 401(k) Profit…$42M
End-of-year total assets ($M) among Welbilt Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$42M
Net Income-$23M
Employer EIN474625716
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Welbilt, Inc.)

Sponsor-wide plan assets over time

All Welbilt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 89.0330369441787% vs 2022
2024 filing year
$0M$100M$200M$300M$400M 202220232024 $285M $31.2M ▼ -89.0%
Year Plans Participants Total Assets
2022 5 3,770 $285M
2023 1 114 $31M
2024 1 95 $31M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Welbilt Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Welbilt Retirement Savings Plan, Total assets ($B): 0.041891698 · Participants: 457Welbilt Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Welbilt Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Welbilt Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Avenue5 Residential, LLC Employee Savings Plan in WA ($42M); by covered participants it is Albert Kemperle, Inc. Retirement Trust in NY (457 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (457 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 Welbilt Retirement Savings Plan assets move in 2022?
Welbilt Retirement Savings Plan contracted severely - down 35.6% during 2022, from $65M to $42M. Reported net income was -$23M.
How have Welbilt, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Welbilt, Inc.'s sponsor-wide assets declined 89.0%, from $285M to $31M.
Where does Welbilt Retirement Savings Plan rank by assets among Form 5500 filers?
Welbilt Retirement Savings Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Welbilt Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Avenue5 Residential, LLC Employee Savings Plan in WA ($42M, 2,136 participants).
Which 401(k) plans cover a similar participant headcount to Welbilt Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Albert Kemperle, Inc. Retirement Trust in NY (457 participants, $31M in assets).