Defined Benefit (Pension) · DOL Form 5500 · 2023

Walbro LLC Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
31
Participants Small participant base
54th
Percentile by assets National rank
$260,594
Avg per participant Above avg balance/head
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Official DOL plan name: Walbro LLC UAW Local No. 9699 Pension Plan · Sponsored by Walbro LLC · Ohio · Manufacturing

$8M in assets, 31 participants

Walbro LLC's Walbro LLC UAW Local No. 9699 Pension Plan reported $8M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #7,320 in Manufacturing (18,722 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 / 31 participants.

#7,320
in Manufacturing (18,722 peers)
+1.4%
assets growth YoY

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 2023 · DOL Form 5500

$8,078,419 Top 46% higher than 54% of 127,068 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 2023

Walbro LLC UAW Local No. 9699 Pension Plan among smaller filed plans by headcount

Plan-year 2023 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 (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walbro LLC UAW Local No. 9699 Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $114K in the plan year 2023 filing.
  • Walbro LLC UAW Local No. 9699 Pension Plan reported participants fell from 33 in the plan year 2022 filing to 31 in the plan year 2023 filing.
  • Walbro LLC UAW Local No. 9699 Pension Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 382968944 · Walbro LLC PY 2023 · Defined Benefit (Pension)

Walbro LLC UAW Local No. 9699 Pension Plan · $8M · 31 · 54th

  • VS-ST $8M
  • VS-ST 31
  • VS-ST 54th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Chyronhego Employee's Pension Plan
  • VS-ST ind #7320

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 Ohio →

Walbro LLC UAW Local No. 9699 Pension Plan in the asset neighbourhood

Walbro LLC UAW Local No. 9699 Pension PlanWalbro LLC UAW Local No. 969…$8MBlue Sky Blue Sea, Inc. Defined Benefit Pension PlanBlue Sky Blue Sea, Inc. Defi…$8MChyronhego Employee's Pension PlanChyronhego Employee's Pensio…$8MWhiting Swenson Employees Retirement PlanWhiting Swenson Employees Re…$8MSchenley Industries Employees' Retirement and Benefit PlanSchenley Industries Employee…$8M
End-of-year total assets ($M) among Walbro LLC UAW Local No. 9699 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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
$0M$20M$40M$60M 202220232024 $50.8M $6.22M ▼ -87.7%
Year Plans Participants Total Assets
2022 3 474 $51M
2023 3 444 $50M
2024 3 499 $6M

Walbro LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$114K
Employer EIN382968944
Plan Effective Date2007-03-07
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

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

Walbro LLC UAW Local No. 9699 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Walbro LLC UAW Local No. 9699 Pension Plan, Total assets ($B): 0.008078419 · Participants: 31Walbro LLC UAW Local No. 9699 Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Walbro LLC UAW Local No. 9699 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Walbro LLC UAW Local No. 9699 Pension Plan side-by-side with 3 peers →

Walbro LLC UAW Local No. 9699 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Chyronhego Employee's Pension Plan in NY ($8M); by covered participants it is Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees in MO (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Walbro LLC UAW Local No. 9699 Pension Plan assets move in 2023? ▼
Walbro LLC UAW Local No. 9699 Pension Plan edged up modestly - up 1.4% during 2023, from $8M to $8M. Reported net income was $114K.
How have Walbro LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walbro LLC's sponsor-wide assets declined 87.7%, from $51M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Walbro LLC UAW Local No. 9699 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chyronhego Employee's Pension Plan in NY ($8M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Walbro LLC UAW Local No. 9699 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees in MO (31 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 382968944.

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.