Money Purchase · DOL Form 5500 · 2023

Trustees of National Production Workers Union Severance Trust Fund Money Purchase Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
320
Participants Below avg headcount
61st
Percentile by assets National rank
$34,287
Avg per participant Low balance/head
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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

$11M in assets, 320 participants

Trustees of National Production Workers Union Severance Trust Fund's National Production Workers Union Severance Trust Fund reported $11M in total assets and 320 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,021 in Finance & Insurance (8,869 peers)

Coverage in Illinois

National Production Workers Union Severance Trust Fund covers 320 participants in Illinois, about 41% of the average Illinois filer (state average ~779 per filing). Assets: $11M.

#4,021
in Finance & Insurance (8,869 peers)
-28.7%
assets change YoY

The plan reported a net loss of $3M 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 mid-pack asset rank among Finance & Insurance and all filers

National Production Workers Union Severance Trust Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,971,846 Top 39% higher than 61% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

National Production Workers Union Severance Trust Fund 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. National Production Workers Union Severance Trust Fund sits mid-pack in the medium band (320 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Production Workers Union Severance Trust Fund reported net income rose from -$5M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • National Production Workers Union Severance Trust Fund end-of-year assets fell from $15M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • National Production Workers Union Severance Trust Fund reported participants rose from 304 in the plan year 2022 filing to 320 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362872107 · Trustees of National Production Workers Union Severance Trust Fund PY 2023 · Money Purchase

National Production Workers Union Severance Trust Fund · $11M · 320 · 61st

  • SCH $11M
  • EBSA 320
  • PART 61st
  • TYPE Money Purchase
  • NET near C-R Cousins, Inc. Money Purchase Pension Plan
  • BOOK ind #4021

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

Cao Van Pham, M.D., Inc. Money Purchase Pension PlanCao Van Pham, M.D., Inc. Mon…$11MC-R Cousins, Inc. Money Purchase Pension PlanC-R Cousins, Inc. Money Purc…$11MNational Production Workers Union Severance Trust FundNational Production Workers …$11MEcmro PC Employees Pension PlanEcmro PC Employees Pension P…$11MStart Employee's Retirement PlanStart Employee's Retirement …$11M
End-of-year total assets ($M) among National Production Workers Union Severance Trust Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN362872107
Plan Effective Date1979-01-01
Filing StatusFILING 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
$34M$34.2M$34.4M$34.6M$34.8M$35M 202220232024 $34.8M $34.6M ▼ -0.6%
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.

National Production Workers Union Severance Trust Fund vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -2000200400600800 Total assets ($M) Participants National Production Workers Union Severance Trust Fund, Total assets ($M): 10.971846 · Participants: 320National Production Workers Union Severance Trust FundRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings Fund
National Production Workers Union Severance Trust Fund vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare National Production Workers Union Severance Trust Fund side-by-side with 3 peers →

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 C-R Cousins, Inc. Money Purchase Pension Plan in CA ($11M); by covered participants it is Plumbers & Steamfitters Local Union 52 Defined Con Plan in AL (322 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (320 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.

Frequently Asked Questions

How did National Production Workers Union Severance Trust Fund assets move in 2023? ▼
National Production Workers Union Severance Trust Fund declined sharply - down 28.7% during 2023, from $15M to $11M. Reported net income was -$3M.
How have Trustees of National Production Workers Union Severance Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of National Production Workers Union Severance Trust Fund's sponsor-wide assets declined 0.6%, from $35M to $35M.
Which Money Purchase plans are similar in size to National Production Workers Union Severance Trust Fund? ▼
Among Money Purchase plans in other states, the closest by assets is C-R Cousins, Inc. Money Purchase Pension Plan in CA ($11M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to National Production Workers Union Severance Trust Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Plumbers & Steamfitters Local Union 52 Defined Con Plan in AL (322 participants, $70M in assets).

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 362872107.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.