Defined Benefit (Pension) · DOL Form 5500 · 2024

Welbilt, Inc. Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
95
Participants Small participant base
78th
Percentile by assets National rank
$328,800
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, 95 participants

Welbilt, Inc.'s Welbilt Pension Plan reported $31M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,653 in Wholesale Trade (6,080 peers)

Where Welbilt Pension Plan sits by assets

Welbilt Pension Plan sits in the top quartile of all filed plans by assets, $31M for 95 participants (~$328,800/participant), up 1.2% in 2024.

#4,653
in Wholesale Trade (6,080 peers)
+1.2%
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 2024 · DOL Form 5500

$31,236,033 Top 22% higher than 78% of 123,620 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 2024

Welbilt Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welbilt Pension Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Welbilt Pension Plan reported net income fell from $2M in the plan year 2023 filing to $377K in the plan year 2024 filing.
  • Welbilt Pension Plan reported participants fell from 114 in the plan year 2023 filing to 95 in the plan year 2024 filing.
  • Welbilt Pension Plan end-of-year assets rose from $31M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 474625716 · Welbilt, Inc. PY 2024 · Defined Benefit (Pension)

Welbilt Pension Plan · $31M · 95 · 78th

  • RANK $31M
  • RANK 95
  • RANK 78th
  • RANK Defined Benefit (Pension)
  • RANK near Johns Hopkins Bayview Medical Center,Inc. Represen Employees Pension Plan
  • RANK ind #4653

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

Welbilt Pension Plan$31MJohns Hopkins Bayview Medical Center,Inc. Represen Employees Pension PlanJohns Hopkins Bayview Medica…$31MGeneral American Investors Company, Inc. Employees' Retirement PlanGeneral American Investors C…$31MUfcw and Safeway Variable Annuity Pension FundUfcw and Safeway Variable An…$31MOhio Local No 1 Operative Plasterers and Cement Masons Pension FundOhio Local No 1 Operative Pl…$31M
End-of-year total assets ($M) among Welbilt Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$31M
Net Income$377K
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. -500005000100001500020000 -202468 Total assets ($B) Participants Welbilt Pension Plan, Total assets ($B): 0.031236033 · Participants: 95Welbilt Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement 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 Johns Hopkins Bayview Medical Center,Inc. Represen Employees Pension Plan in MD ($31M); by covered participants it is United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension Plan in OH (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Welbilt Pension Plan edged up modestly - up 1.2% during 2024, from $31M to $31M. Reported net income was $377K.
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 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Johns Hopkins Bayview Medical Center,Inc. Represen Employees Pension Plan in MD ($31M, 331 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 United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension Plan in OH (95 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.