Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NAVISTAR, INC.

This Defined Benefit (Pension) plan holds $140M in total assets and serves 1 participants as of 2022. It is sponsored by NAVISTAR, INC. in Illinois. The plan reported a net loss of $43M for the year.

Total Assets (2023)
$140M
Participants
1
State
Industry
Manufacturing

What the Filing Says About NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2

NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2 is a Defined Benefit (Pension) retirement plan sponsored by NAVISTAR, INC., headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $140M in total end-of-year assets and covers 1 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 361264810, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $183M at the beginning of 2022 to $140M at year-end — a decline of 23.6%. Net assets (after liabilities) closed the year at $140M, with reported net income of $-43,156,948 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$183M
Total Assets (End of Year)$140M
Net Assets (End of Year)$140M
Net Income$-43,156,948
Plan TypeDefined Benefit (Pension)
Employer EIN361264810
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NAVISTAR, INC.)

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.

Frequently Asked Questions

How much money is in the NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2?
As of the 2022 Form 5500 filing, NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2 holds $140M in total assets with 1 participants. It is sponsored by NAVISTAR, INC..
What type of plan is NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2?
NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2 is a Defined Benefit (Pension) plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 361264810.
Who sponsors the NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2?
NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2 is sponsored by NAVISTAR, INC., located in Illinois. The sponsor's EIN is 361264810 and the plan operates in the Manufacturing industry.
How did NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2 perform in 2022?
NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2 declined by 23.6% during 2022, moving from $183M to $140M in total assets. Net income was $-43,156,948.
Where can I find official filings for NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2?
Official Form 5500 filings for NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2 are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 361264810 or plan name at efast.dol.gov.
How does NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2 compare to other plans?
You can compare NAVISTAR, INC. HOURLY EMPLOYEES PENSION PLAN NO. 2 against other Defined Benefit (Pension) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.