Defined Benefit (Pension) · DOL Form 5500 · 2023

Welbilt, Inc. Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
114
Participants Small participant base
80th
Percentile by assets National rank
$270,691
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Welbilt Pension Plan · Sponsored by Welbilt, Inc. · Florida · Wholesale Trade

$31M in assets, 114 participants

Welbilt, Inc.'s Welbilt Pension Plan reported $31M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,981 in Wholesale Trade (6,309 peers)

Coverage in Florida

Welbilt Pension Plan covers 114 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $31M.

#4,981
in Wholesale Trade (6,309 peers)
+6.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Welbilt Pension Plan's outsized position by total assets

Welbilt Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$30,858,815 Top 20% higher than 80% 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

Welbilt Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welbilt Pension Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Welbilt Pension Plan reported net income rose from -$12M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Welbilt Pension Plan reported participants fell from 128 in the plan year 2022 filing to 114 in the plan year 2023 filing.
  • Welbilt Pension Plan end-of-year assets rose from $29M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 474625716 · Welbilt, Inc. PY 2023 · Defined Benefit (Pension)

Welbilt Pension Plan · $31M · 114 · 80th

  • EIN $31M
  • EIN 114
  • EIN 80th
  • EIN Defined Benefit (Pension)
  • EIN near Iron Workers L. No.12 Pension Fund
  • EIN ind #4981

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 Wholesale Trade retirement plans → · Plans in Florida →

Welbilt Pension Plan in the asset neighbourhood

Philadelphia Municipal Workers District Council 33 Retirement PlanPhiladelphia Municipal Worke…$31MW.R. Grace & Co. Retirement Plan for Lake Charles PlantW.R. Grace & Co. Retirement …$31MWelbilt Pension Plan$31MIron Workers L. No.12 Pension FundIron Workers L. No.12 Pensio…$31MTidewater Pension Plan$31M
End-of-year total assets ($M) among Welbilt Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$2M
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 Defined Benefit (Pension) Plans in Florida

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

Welbilt Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Welbilt Pension Plan, Total assets ($B): 0.030858815 · Participants: 114Welbilt Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Welbilt Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Welbilt Pension Plan side-by-side with 3 peers →

Welbilt Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Iron Workers L. No.12 Pension Fund in CT ($31M); by covered participants it is Estwing Manufacturing Company, Inc. Pension Plan in IL (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Welbilt Pension Plan assets move in 2023? ▼
Welbilt Pension Plan grew at a solid clip - up 6.4% during 2023, from $29M to $31M. Reported net income was $2M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Welbilt Pension Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Welbilt Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iron Workers L. No.12 Pension Fund in CT ($31M, 185 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Welbilt Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Estwing Manufacturing Company, Inc. Pension Plan in IL (114 participants, $16M 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 474625716.

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.