Defined Benefit (Pension) · DOL Form 5500 · 2024

Walbro LLC Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
25
Participants Small participant base
46th
Percentile by assets National rank
$248,997
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 · Arizona · Manufacturing

$6M in assets, 25 participants

Walbro LLC's Walbro LLC UAW Local No. 9699 Pension Plan reported $6M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,250 in Manufacturing (17,777 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 $6M / 25 participants.

#5,250
in Manufacturing (17,777 peers)
-22.9%
assets change YoY

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.

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 2024 · DOL Form 5500

$6,224,933 46th percentile higher than 46% 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

Walbro LLC UAW Local No. 9699 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. Walbro LLC UAW Local No. 9699 Pension Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Walbro LLC UAW Local No. 9699 Pension Plan reported net income fell from $114K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Walbro LLC UAW Local No. 9699 Pension Plan end-of-year assets fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Walbro LLC UAW Local No. 9699 Pension Plan reported participants fell from 31 in the plan year 2023 filing to 25 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 382968944 · Walbro LLC PY 2024 · Defined Benefit (Pension)

Walbro LLC UAW Local No. 9699 Pension Plan · $6M · 25 · 46th

  • PART $6M
  • TYPE 25
  • NET 46th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust
  • BOY ind #5250

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 Arizona →

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

Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & TrustNorthwest Oral & Maxillofaci…$6MRogers Brothers Pension Plan for Non-Bargaining EmployeesRogers Brothers Pension Plan…$6MIron Workers District Council of New England Staff Retirement PlanIron Workers District Counci…$6MWalbro LLC UAW Local No. 9699 Pension PlanWalbro LLC UAW Local No. 969…$6MThe Retirement Plan of North Shore Animal League America, Inc.The Retirement Plan of North…$6M
End-of-year total assets ($M) among Walbro LLC UAW Local No. 9699 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN382968944
Plan Effective Date2007-03-07
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

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 Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Walbro LLC UAW Local No. 9699 Pension Plan, Total assets ($B): 0.006224933 · Participants: 25Walbro LLC UAW Local No. 9699 Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.099073138 · Participants: 6044Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.908519301 · Participants: 4989Salt River Project Employees' Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.037847285 · Participants: 24099Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.472409413 · Participants: 2732Avnet Pension PlanArizona Pipe Trades Pension Plan, Total assets ($B): 0.418546411 · Participants: 2281Arizona Pipe Trades Pension Plan
Walbro LLC UAW Local No. 9699 Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, 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 Arizona, the nearest Defined Benefit (Pension) by assets is Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust in IL ($6M); by covered participants it is Ada West Dermatology Defined Benefit Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Walbro LLC UAW Local No. 9699 Pension Plan assets move in 2024? ▼
Walbro LLC UAW Local No. 9699 Pension Plan declined sharply - down 22.9% during 2024, from $8M to $6M. Reported net income was -$2M.
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 Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust in IL ($6M, 24 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 Ada West Dermatology Defined Benefit Plan in ID (25 participants, N/A 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 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.