Defined Benefit (Pension) · DOL Form 5500 · 2023
Navistar, Inc. Pension Plan
Data updated 2026-08-25
- $133M
- Total assets Near avg plan size
- 1
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $133.2M
- Avg per participant High balance/head
Official DOL plan name: Navistar, Inc. Hourly Employees Pension Plan No. 2 · Sponsored by Navistar, Inc. · Illinois · Manufacturing
$133M in assets, 1 participants
Navistar, Inc.'s Navistar, Inc. Hourly Employees Pension Plan No. 2 reported $133M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,705 in Manufacturing (18,722 peers)
Where Navistar, Inc. Hourly Employees Pension Plan No. 2 sits by assets
Navistar, Inc. Hourly Employees Pension Plan No. 2 sits in the top 10% of all filed plans by assets, $133M for 1 participant (~$133.2M/participant), down 5.0% in 2023.
- #16,705
- in Manufacturing (18,722 peers)
- -5.0%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M 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. 2's outsized position by total assets
Navistar, Inc. Hourly Employees Pension Plan No. 2 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$133,229,114 Top 7% higher than 93% 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. 2 among micro 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. 2 is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Navistar, Inc. Hourly Employees Pension Plan No. 2 reported net income rose from -$43M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
- Navistar, Inc. Hourly Employees Pension Plan No. 2 end-of-year assets fell from $140M in the plan year 2022 filing to $133M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 361264810 · Navistar, Inc. PY 2023 · Defined Benefit (Pension)
Navistar, Inc. Hourly Employees Pension Plan No. 2 · $133M · 1 · 93rd
- EIN $133M
- EIN 1
- EIN 93rd
- EIN Defined Benefit (Pension)
- EIN near South Florida Electrical Workers Pension Plan
- EIN ind #16705
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. 2 in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | -$7M |
| Employer EIN | 361264810 |
| Plan Effective Date | 2019-01-01 |
| 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. 2's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is South Florida Electrical Workers Pension Plan in AZ ($133M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($133M here).
- South Florida Electrical Workers Pension Plan (AZ) $133M · 804
- Gate Gourmet, Inc. Defined Benefit Pension Plan (VA) $133M · 641
- Sps Technologies, LLC Retirement Income Plan (PA) $133M · 619
- The Local 259 Pension Fund (NJ) $133M · 950
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.