Defined Benefit (Pension) · DOL Form 5500 · 2024
Borgwarner Inc. Pension Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 381
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $332,063
- Avg per participant High balance/head
Official DOL plan name: Borgwarner Inc. Retirement Plan · Sponsored by Borgwarner Inc. · Michigan · Manufacturing
$127M in assets, 381 participants
Borgwarner Inc.'s Borgwarner Inc. Retirement Plan reported $127M in total assets and 381 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,645 in Manufacturing (17,777 peers)
Where Borgwarner Inc. Retirement Plan sits by assets
Borgwarner Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $127M for 381 participants (~$332,063/participant), up 3.2% in 2024.
- #15,645
- in Manufacturing (17,777 peers)
- +3.2%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
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 2024 · DOL Form 5500
$126,515,964 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Borgwarner Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 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 (381 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Borgwarner Inc. Retirement Plan reported net income rose from -$6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Borgwarner Inc. Retirement Plan reported participants fell from 431 in the plan year 2023 filing to 381 in the plan year 2024 filing.
- Borgwarner Inc. Retirement Plan end-of-year assets rose from $123M in the plan year 2023 filing to $127M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 133404508 · Borgwarner Inc. PY 2024 · Defined Benefit (Pension)
Borgwarner Inc. Retirement Plan · $127M · 381 · 92nd
- PCT $127M
- PCT 381
- PCT 92nd
- PCT Defined Benefit (Pension)
- PCT near Pension Plan of Wayne Memorial Hospital, Inc.
- PCT ind #15645
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $126M |
| Net Income | $4M |
| Employer EIN | 133404508 |
| Plan Effective Date | 1941-03-01 |
| Filing Status | FILING 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
| 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.
- General Motors Hourly-Rate Employees Pension Plan $42.5B · 15,648
- Ford Motor Company UAW Retirement Plan $17.8B · 25,742
- Ford Motor Company General Retirement Plan $12.1B · 8,585
- Dow Employees' Pension Plan $10.9B · 6,888
- Fca US LLC UAW Pension Agreement $10.3B · 12,752
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 Pension Plan of Wayne Memorial Hospital, Inc. in NC ($127M); by covered participants it is Tidewater Electrical Industry Pension Fund in VA (381 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
- Pension Plan of Wayne Memorial Hospital, Inc. (NC) $127M · 221
- Nfl Player Cash Balance Plan (MD) $127M · 1,317
- West Valley Pension Plan (NY) $126M · 104
- Ironworkers Local #16 Pension Plan (WA) $127M · 110
Similar participant headcount
Nearest other-state filings by covered participants (381 participants); asset peers above are excluded.
- Tidewater Electrical Industry Pension Fund (VA) 381 · 0 off
- Bakery Drivers Local 802 Pension Fund (NY) 381 · 0 off
- Benjamin Moore & Co. Retirement Income Plan (NJ) 381 · 0 off
- The Campbell's Company Retirement and Pension Plan for Employees Covered by Collective Bargaining Agreements (NJ) 381 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.