MACK UAW PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
MACK TRUCKS INC
This Other plan holds $864M in total assets and serves 1,123 participants as of 2023. It is sponsored by MACK TRUCKS INC in North Carolina. The plan reported a net loss of $5M for the year.
What the Filing Says About MACK UAW PENSION PLAN
MACK UAW PENSION PLAN is a Other retirement plan sponsored by MACK TRUCKS INC, headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $864M in total end-of-year assets and covers 1,123 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 221582040, and the plan has been effective since 1951-01-02. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $869M at the beginning of 2023 to $864M at year-end — a decline of 0.6%. Net assets (after liabilities) closed the year at $864M, with reported net income of $-5,427,491 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) | $869M |
| Total Assets (End of Year) | $864M |
| Net Assets (End of Year) | $864M |
| Net Income | $-5,427,491 |
| Plan Type | Other |
| Employer EIN | 221582040 |
| Plan Effective Date | 1951-01-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (MACK TRUCKS INC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,996 | $1.0B |
| 2023 | 2 | 4,884 | $1.1B |
| 2024 | 2 | 4,977 | $630M |
Nearby Other Plans in North Carolina
Peer Other plans — same state, same plan type — ranked by total assets.
- DUKE ENERGY RETIREMENT CASH BALANCE PLAN $4.0B · 14,485
- DUKE ENERGY LEGACY PENSION PLAN $3.4B · 371
- THE TRANE MERGED HOURLY PENSION PLAN $775M · 1,183
- ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES $437M · 317
- KANSAS CITY DIVISION HOURLY EMPLOYEES' PENSION PLAN $381M · 520
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 221582040.
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.
Read our methodology — how this data is sourced, computed, and verified.