Other · DOL Form 5500 · 2024
Walbro LLC UAW Local No. 9699 Pension Plan
Data updated 2026-05-15
- $6M
- Total assets
- 25
- Participants
- 46th
- Percentile by assets
- $248,997
- Avg per participant
Sponsored by Walbro LLC · Arizona · Manufacturing
What the 2024 filing shows
Walbro LLC UAW Local No. 9699 Pension Plan holds $6M for 25 participants - about $248,997 per participant, in the lower half of filed plans by assets, down 22.9% over the 2024 plan year.
- $6M
- total plan assets (2024 EOY)
- 25
- covered participants
- 46th
- percentile by assets (of 116,472 plans)
- $248,997
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Other · DOL Form 5500 · 2024
What the Filing Says About Walbro LLC UAW Local No. 9699 Pension Plan
Walbro LLC UAW Local No. 9699 Pension Plan is an Other retirement plan sponsored by Walbro LLC, headquartered in Arizona. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 25 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 382968944, and the plan has been effective since 2007-03-07. Its filing status is currently FILING RECEIVED.
Year over year, total assets declined sharply from $8M at the beginning of 2024 to $6M at year-end - down 22.9%. Net assets (after liabilities) closed the year at $6M, with reported net income of -$2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Walbro LLC has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $51M to $6M, a decline of 87.7%, while reported participants moved from 474 to 499 (+5.3%). The strongest year on file by total sponsor assets was 2022 at $51M; the softest was 2024 at $6M. Year-by-year, sponsor-wide filings show: 2022 - $51M in assets across 3 plans covering 474 participants; 2023 - $50M in assets across 3 plans covering 444 participants; 2024 - $6M in assets across 3 plans covering 499 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Walbro LLC UAW Local No. 9699 Pension Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Total Assets (End of Year) | $6M |
| Net Assets (End of Year) | $6M |
| Net Income | -$2M |
| Plan Type | Other |
| Employer EIN | 382968944 |
| Plan Effective Date | 2007-03-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Walbro LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 474 | $51M |
| 2023 | 3 | 444 | $50M |
| 2024 | 3 | 499 | $6M |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 24,099
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Operating Engineers Local 428 Annuity Trust Fund $313M · 7,789
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan $229M · 1,996
Frequently Asked Questions
How much money is in the Walbro LLC UAW Local No. 9699 Pension Plan? ▼
What type of plan is Walbro LLC UAW Local No. 9699 Pension Plan? ▼
Who sponsors the Walbro LLC UAW Local No. 9699 Pension Plan? ▼
How did Walbro LLC UAW Local No. 9699 Pension Plan perform in 2024? ▼
What this filing means
Ways to act on Walbro LLC UAW Local No. 9699 Pension Plan's numbers.
- By total assets, Walbro LLC UAW Local No. 9699 Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Arizona. Compare plans
- Walbro LLC's sponsor-wide assets have declined 87.7% since 2022 across 3 plan years on file. More Manufacturing plans
- An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 382968944.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.