Money Purchase
2022 plan-year Money Purchase DOL Form 5500

NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND

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

TRUSTEES OF NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND

This Money Purchase plan holds $15M in total assets and serves 304 participants as of 2022. It is sponsored by TRUSTEES OF NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND in Illinois. The plan reported a net loss of $5M for the year.

Total Assets (2023)
$15M
Participants
304
State
Industry
Finance & Insurance

What the Filing Says About NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND

NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND is a Money Purchase retirement plan sponsored by TRUSTEES OF NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 304 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 362872107, and the plan has been effective since 1979-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $41M at the beginning of 2022 to $15M at year-end — a decline of 62.3%. Net assets (after liabilities) closed the year at $15M, with reported net income of $-5,030,098 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)$41M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$-5,030,098
Plan TypeMoney Purchase
Employer EIN362872107
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND)

Year Plans Participants Total Assets
2022 2 1,037 $35M
2023 2 882 $34M
2024 2 543 $35M

Nearby Money Purchase Plans in Illinois

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND?
As of the 2022 Form 5500 filing, NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND holds $15M in total assets with 304 participants. It is sponsored by TRUSTEES OF NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND.
What type of plan is NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND?
NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND is a Money Purchase plan. It has been effective since 1979-01-01. The plan is filed with the U.S. Department of Labor under EIN 362872107.
Who sponsors the NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND?
NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND is sponsored by TRUSTEES OF NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND, located in Illinois. The sponsor's EIN is 362872107 and the plan operates in the Finance & Insurance industry.
How did NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND perform in 2022?
NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND declined by 62.3% during 2022, moving from $41M to $15M in total assets. Net income was $-5,030,098.
Where can I find official filings for NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND?
Official Form 5500 filings for NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362872107 or plan name at efast.dol.gov.
How does NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND compare to other plans?
You can compare NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUND against other Money Purchase 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.

Explore PlainRetire

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 362872107.

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.