Defined Benefit (Pension) · DOL Form 5500 · 2022

Navistar, Inc. Pension Plan

Data updated 2026-08-25

$754M
Total assets Above avg plan size
992
Participants Near avg headcount
99th
Percentile by assets National rank
$760,269
Avg per participant High balance/head
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Official DOL plan name: Navistar, Inc. Hourly Employees Pension Plan No. 1 · Sponsored by Navistar, Inc. · Illinois · Manufacturing

$754M in assets, 992 participants

Navistar, Inc.'s Navistar, Inc. Hourly Employees Pension Plan No. 1 reported $754M in total assets and 992 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #20,075 in Manufacturing (20,602 peers)

Where Navistar, Inc. Hourly Employees Pension Plan No. 1 sits by assets

Navistar, Inc. Hourly Employees Pension Plan No. 1 sits among the largest 1% of all filed plans, $754M for 992 participants (~$760,269/participant), down 25.1% in 2022.

#20,075
in Manufacturing (20,602 peers)
-25.1%
assets change YoY
7.6×
vs typical plan assets (national mean)

The plan reported a net loss of $253M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Navistar, Inc. Hourly Employees Pension Plan No. 1's outsized position by total assets

Navistar, Inc. Hourly Employees Pension Plan No. 1 vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$754,186,352 Top 1% higher than 99% of 139,123 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 2022

Navistar, Inc. Hourly Employees Pension Plan No. 1 among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Navistar, Inc. Hourly Employees Pension Plan No. 1 sits mid-pack in the medium band (992 participants).

Form 5500 schedule snapshot

Filing strip 361264810 · Navistar, Inc. PY 2022 · Defined Benefit (Pension)

Navistar, Inc. Hourly Employees Pension Plan No. 1 · $754M · 992 · 99th

  • VS-ST $754M
  • BOY 992
  • SCH 99th
  • EBSA Defined Benefit (Pension)
  • PART near Yum Brands Retirement Plan
  • TYPE ind #20075

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 Illinois →

Navistar, Inc. Hourly Employees Pension Plan No. 1 in the asset neighbourhood

Komatsu U.S. Pension Plan$756MChristian School Pension Plan and Trust FundChristian School Pension Pla…$756MFederal-Mogul Pension Plan$755MNavistar, Inc. Hourly Employees Pension Plan No. 1Navistar, Inc. Hourly Employ…$754MYum Brands Retirement Plan$754M
End-of-year total assets ($M) among Navistar, Inc. Hourly Employees Pension Plan No. 1 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$754M
Net Income-$253M
Employer EIN361264810
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Navistar, Inc.)

Sponsor-wide plan assets over time

All Navistar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.0B 5.13775078054056% vs 2022
2024 filing year
$2.8B$2.85B$2.9B$2.95B$3B$3.05B 202220232024 $2.87B $3.01B ▲ +4.9%
Year Plans Participants Total Assets
2022 6 8,605 $2.9B
2023 5 8,914 $2.9B
2024 5 9,600 $3.0B

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Navistar, Inc. Hourly Employees Pension Plan No. 1 vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Navistar, Inc. Hourly Employees Pension Plan No. 1, Total assets ($B): 0.754186352 · Participants: 992Navistar, Inc. Hourly Employees Pension Plan No. 1Central States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Navistar, Inc. Hourly Employees Pension Plan No. 1 vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Navistar, Inc. Hourly Employees Pension Plan No. 1 side-by-side with 3 peers →

Navistar, Inc. Hourly Employees Pension Plan No. 1's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Yum Brands Retirement Plan in KY ($754M); by covered participants it is Ng Es Union Represented Employees Pension Plan in VA (992 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($754M here).

Similar participant headcount

Nearest other-state filings by covered participants (992 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Navistar, Inc. Hourly Employees Pension Plan No. 1 assets move in 2022? ▼
Navistar, Inc. Hourly Employees Pension Plan No. 1 declined sharply - down 25.1% during 2022, from $1.0B to $754M. Reported net income was -$253M.
How have Navistar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navistar, Inc.'s sponsor-wide assets grew 5.1%, from $2.9B to $3.0B.
Where does Navistar, Inc. Hourly Employees Pension Plan No. 1 rank by assets among Form 5500 filers? ▼
Navistar, Inc. Hourly Employees Pension Plan No. 1 ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Navistar, Inc. Hourly Employees Pension Plan No. 1? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Yum Brands Retirement Plan in KY ($754M, 4,539 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Navistar, Inc. Hourly Employees Pension Plan No. 1? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ng Es Union Represented Employees Pension Plan in VA (992 participants, $601M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 361264810.

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.