Plan Ledger DOL Form 5500 · updated monthly

Welbilt, Inc.401(k)

WELBILT 401(K) RETIREMENT PLAN · NEW PORT RICHEY, FL · plan year 2022

Reported admin expense ratio · 2022
0.03%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Welbilt, Inc. reported $80,495 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,579 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $250M–$1B size bracket, benchmarked here against 2,568 comparable plans and shown alongside other manufacturing employers. By assets it is the 174th-largest of 3,644 plans among Florida employers on file, and the 1,110th of 13,661 in manufacturing. In 2022, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$213,900,133
Participants with balances2,073
Active participants1,304
Employer contributions$4,667,614
Employee contributions$9,307,107
Employer contribution per active participant$3,579
Average account balance$103,184
Benefits paid to participants$51,199,461
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$213.9M · 2,073 accts · $4.7M emplr
Administrative expenses, itemized · 2022
Investment management$30,000
Professional / advisory$50,495
Total administrative$80,495
The Welbilt, Inc. 401(k) match · 2022
Employer contribution per active participant$3,579
Median for plans this size$4,065

Welbilt, Inc.'s 2022 employer contribution ran below the $4,065 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$80,495 · 0.03%
All plans at this employer2
WELBILT 401(K) RETIREMENT PLAN401(k)
WELBILT RETIREMENT SAVINGS PLAN401(k)
Similar plansManufacturing · Florida
Swbg, LLC FL$269.4M · 0.18%
Signode Industrial Group LLC FL$263.1M · 0.10%
Refresco Beverages US Inc. FL$216.8M · 0.26%
Helios Technologies, Inc. FL$181.4M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474625716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.