Other

Less: Fair value of plan assets at end of period

Western Digital Less: Fair value of plan assets at end of period decreased by 1.7% to $176.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 6.4%, from $188.00M to $176.00M. Over 5 years (FY 2020 to FY 2025), Less: Fair value of plan assets at end of period shows relatively stable performance with a -1.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryLiquidity
SignalHigher is better
VolatilityModerate
First reportedQ4 2018
Last reportedQ3 2026Apr 30, 2026

How to read this metric

Higher values indicate a better-funded pension plan, reducing the risk of future cash calls from the company.

Detailed definition

This represents the total market value of all assets held within a defined benefit pension plan at the end of the report...

Peer comparison

Large industrial companies typically maintain significant plan assets relative to their total pension obligations.

Metric ID: other_defined_benefit_plan_fair_value_of_plan_assets

Historical Data

21 periods
 Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Value$213.00M$227.00M$229.00M$223.00M$210.00M$189.00M$177.00M$195.00M$194.00M$185.00M$180.00M$188.00M$176.00M$184.00M$198.00M$179.00M$188.00M$204.00M$191.00M$179.00M$176.00M
QoQ Change+6.6%+0.9%-2.6%-5.8%-10.0%-6.3%+10.2%-0.5%-4.6%-2.7%+4.4%-6.4%+4.5%+7.6%-9.6%+5.0%+8.5%-6.4%-6.3%-1.7%
YoY Change-1.4%-16.7%-22.7%-12.6%-7.6%-2.1%+1.7%-3.6%-9.3%-0.5%+10.0%-4.8%+6.8%+10.9%-3.5%+0.0%-6.4%
Range$176.00M$229.00M
CAGR-3.7%
Avg YoY Growth-3.6%
Median YoY Growth-3.5%
Current Streak3 quarters decline

Frequently Asked Questions

What is Western Digital's less: fair value of plan assets at end of period?
Western Digital (WDC) reported less: fair value of plan assets at end of period of $176.00M in Q1 2026.
How has Western Digital's less: fair value of plan assets at end of period changed year-over-year?
Western Digital's less: fair value of plan assets at end of period decreased by 6.4% year-over-year, from $188.00M to $176.00M.
What is the long-term trend for Western Digital's less: fair value of plan assets at end of period?
Over 5 years (2020 to 2025), Western Digital's less: fair value of plan assets at end of period has grown at a -1.0% compound annual growth rate (CAGR), from $215.00M to $204.00M.
What does less: fair value of plan assets at end of period mean?
The total market value of investments held to pay for employee pension benefits.