Money Purchase · DOL Form 5500 · 2022
Trustees of National Production Workers Union Severance Trust Fund Money Purchase Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 304
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $50,652
- Avg per participant Low balance/head
Official DOL plan name: National Production Workers Union Severance Trust Fund · Sponsored by Trustees of National Production Workers Union Severance Trust Fund · Illinois · Finance & Insurance
$15M in assets, 304 participants
Trustees of National Production Workers Union Severance Trust Fund's National Production Workers Union Severance Trust Fund reported $15M in total assets and 304 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,374 in Finance & Insurance (9,261 peers)
Coverage in Illinois
National Production Workers Union Severance Trust Fund covers 304 participants in Illinois, about 39% of the average Illinois filer (state average ~779 per filing). Assets: $15M.
- #5,374
- in Finance & Insurance (9,261 peers)
- -62.3%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
National Production Workers Union Severance Trust Fund's outsized position by total assets
National Production Workers Union Severance Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,398,305 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
National Production Workers Union Severance Trust Fund 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. National Production Workers Union Severance Trust Fund sits mid-pack in the medium band (304 participants).
EBSA filing schedule strip
Filing strip 362872107 · Trustees of National Production Workers Union Severance Trust Fund PY 2022 · Money Purchase
National Production Workers Union Severance Trust Fund · $15M · 304 · 73rd
- BOOK $15M
- BOOK 304
- BOOK 73rd
- BOOK Money Purchase
- BOOK near The Clark Estates, Inc. Pension Plan
- BOOK ind #5374
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 Finance & Insurance retirement plans → · Plans in Illinois →
National Production Workers Union Severance Trust Fund in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$5M |
| Employer EIN | 362872107 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of National Production Workers Union Severance Trust Fund)
Sponsor-wide plan assets over time
All Trustees of National Production Workers Union Severance Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 0.5745274455710122% vs 2022
- 2024 filing year
| 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.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $669M · 1,625
- NECA-IBEW Local 176 Pension Trust Fund $616M · 2,741
- NECA-IBEW Local 364 Defined Contribution Plan $418M · 320
- Smart Local 265 Supplemental Retirement Savings Plan $302M · 2,526
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $173M · 1,223
National Production Workers Union Severance Trust Fund's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is The Clark Estates, Inc. Pension Plan in NY ($15M); by covered participants it is United Nations International School Employees Pension Plan in NY (304 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (304 participants); asset peers above are excluded.
- United Nations International School Employees Pension Plan (NY) 304 · 0 off
- Au Medical Associates Employees' Money Purchase Pension Plan (GA) 303 · 1 off
- Boston Plasterers & Cement Masons Local 534 Deferred Income Plan (MA) 303 · 1 off
- Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan (PA) 302 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.