Defined Benefit (Pension) · DOL Form 5500 · 2022

Navistar, Inc. Pension Plan

Data updated 2026-08-25

$140M
Total assets Near avg plan size
1
Participants Small participant base
94th
Percentile by assets National rank
$140.2M
Avg per participant High balance/head
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Official DOL plan name: Navistar, Inc. Hourly Employees Pension Plan No. 2 · Sponsored by Navistar, Inc. · Illinois · Manufacturing

$140M in assets, 1 participants

Navistar, Inc.'s Navistar, Inc. Hourly Employees Pension Plan No. 2 reported $140M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #18,795 in Manufacturing (20,602 peers)

Where Navistar, Inc. Hourly Employees Pension Plan No. 2 sits by assets

Navistar, Inc. Hourly Employees Pension Plan No. 2 sits in the top 10% of all filed plans by assets, $140M for 1 participant (~$140.2M/participant), down 23.6% in 2022.

#18,795
in Manufacturing (20,602 peers)
-23.6%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $43M 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. 2's outsized position by total assets

Navistar, Inc. Hourly Employees Pension Plan No. 2 vs every filed plan by assets

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

$140,174,029 Top 6% higher than 94% 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. 2 among micro 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. 2 is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

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

Navistar, Inc. Hourly Employees Pension Plan No. 2 · $140M · 1 · 94th

  • RANK $140M
  • PHOTO 1
  • IND 94th
  • EOY Defined Benefit (Pension)
  • 5500 near Drywall Pension Fund
  • ASSETS ind #18795

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. 2 in the asset neighbourhood

Bakers Local No 433 Pension PlanBakers Local No 433 Pension …$140MDrywall Pension Fund$140MNavistar, Inc. Hourly Employees Pension Plan No. 2Navistar, Inc. Hourly Employ…$140MHeat & Frost Insulators and Allied Workers Local 6 Pension FundHeat & Frost Insulators and …$140MThe American and National Leagues of Professional Baseball Clubs Retirement Income Plan for UmpiresThe American and National Le…$140M
End-of-year total assets ($M) among Navistar, Inc. Hourly Employees Pension Plan No. 2 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$183M
Net Assets (End of Year)$140M
Net Income-$43M
Employer EIN361264810
Plan Effective Date2019-01-01
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. 2 vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Navistar, Inc. Hourly Employees Pension Plan No. 2, Total assets ($B): 0.140174029 · Participants: 1Navistar, Inc. Hourly Employees Pension Plan No. 2Central 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. 2 vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Navistar, Inc. Hourly Employees Pension Plan No. 2 side-by-side with 3 peers →

Navistar, Inc. Hourly Employees Pension Plan No. 2's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Drywall Pension Fund in NY ($140M); by covered participants it is Bruce Baker Enterprises Inc Defined Benefit Pension Plan in CA (1 participant). Same-state nearby plans are listed separately above.

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. 2 assets move in 2022? ▼
Navistar, Inc. Hourly Employees Pension Plan No. 2 declined sharply - down 23.6% during 2022, from $183M to $140M. Reported net income was -$43M.
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. 2 rank by assets among Form 5500 filers? ▼
Navistar, Inc. Hourly Employees Pension Plan No. 2 ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Navistar, Inc. Hourly Employees Pension Plan No. 2? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Drywall Pension Fund in NY ($140M, 987 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Navistar, Inc. Hourly Employees Pension Plan No. 2? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bruce Baker Enterprises Inc Defined Benefit Pension Plan in CA (1 participant, $3M 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.