Defined Benefit (Pension) · DOL Form 5500 · 2023
Navistar, Inc. Pension Plan
Data updated 2026-08-25
- $741M
- Total assets Above avg plan size
- 840
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $882,392
- Avg per participant High balance/head
Official DOL plan name: Navistar, Inc. Hourly Employees Pension Plan No. 1 · Sponsored by Navistar, Inc. · Illinois · Manufacturing
$741M in assets, 840 participants
Navistar, Inc.'s Navistar, Inc. Hourly Employees Pension Plan No. 1 reported $741M in total assets and 840 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #18,135 in Manufacturing (18,722 peers)
Where Navistar, Inc. Hourly Employees Pension Plan No. 1 sits by assets
Navistar, Inc. Hourly Employees Pension Plan No. 1 sits in the top 5% of all filed plans by assets, $741M for 840 participants (~$882,392/participant), down 1.7% in 2023.
- #18,135
- in Manufacturing (18,722 peers)
- -1.7%
- assets change YoY
- 7.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M 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. 1's outsized position by total assets
Navistar, Inc. Hourly Employees Pension Plan No. 1 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$741,209,174 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Navistar, Inc. Hourly Employees Pension Plan No. 1 among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Navistar, Inc. Hourly Employees Pension Plan No. 1 sits mid-pack in the medium band (840 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Navistar, Inc. Hourly Employees Pension Plan No. 1 reported net income rose from -$253M in the plan year 2022 filing to -$13M in the plan year 2023 filing.
- Navistar, Inc. Hourly Employees Pension Plan No. 1 reported participants fell from 992 in the plan year 2022 filing to 840 in the plan year 2023 filing.
- Navistar, Inc. Hourly Employees Pension Plan No. 1 end-of-year assets fell from $754M in the plan year 2022 filing to $741M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 361264810 · Navistar, Inc. PY 2023 · Defined Benefit (Pension)
Navistar, Inc. Hourly Employees Pension Plan No. 1 · $741M · 840 · 98th
- 5500 $741M
- 5500 840
- 5500 98th
- 5500 Defined Benefit (Pension)
- 5500 near Jm Family Enterprises, Inc. Associates' Retirement Plan
- 5500 ind #18135
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. 1 in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $754M |
|---|---|
| Net Assets (End of Year) | $741M |
| Net Income | -$13M |
| Employer EIN | 361264810 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING 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
| 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.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Navistar, Inc. Hourly Employees Pension Plan No. 1's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Jm Family Enterprises, Inc. Associates' Retirement Plan in FL ($739M); by covered participants it is Amalgamated Sugar Company Hourly Retirement Plan in ID (840 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($741M here).
- Jm Family Enterprises, Inc. Associates' Retirement Plan (FL) $739M · 3,878
- Chs Inc. Pension Plan (MN) $738M · 6,730
- Blue Cross and Blue Shield of Alabama Retirement Plan (AL) $737M · 2,014
- Bwxt Retirement Plan (VA) $737M · 1,837
Similar participant headcount
Nearest other-state filings by covered participants (840 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.