Money Purchase · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$10M
Total assets: N/A
Participants: 55th
Percentile by assets

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

$10M in assets, N/A participants

Trustees of National Production Workers Union Severance Trust Fund's National Production Workers Union Severance Trust Fund reported $10M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

55th percentile by assets (of 123,622 plans)
#3,315 in Finance & Insurance (8,549 peers)

2024 asset change

National Production Workers Union Severance Trust Fund pulled back noticeably 12.5% in 2024 ($11M → $10M) for N/A participants.

$10M
total plan assets (2024 EOY): N/A
covered participants: 55th
percentile by assets (of 123,622 plans): -12.5%
assets change YoY

The plan reported a net loss of $1M 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 reported participants fell from 320 in the plan year 2023 filing to N/A in the plan year 2024 filing.
National Production Workers Union Severance Trust Fund reported net income rose from -$3M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
National Production Workers Union Severance Trust Fund end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Illinois

Industry

Finance & Insurance

2024 asset move for National Production Workers Union Severance Trust Fund

Year over year, total assets pulled back noticeably from $11M at the start of 2024 to $10M at year-end (down 12.5%). Net assets closed at $8M; reported net income -$1M.

Trustees of National Production Workers Union Severance Trust Fund years around the 2024 move

Total plan assets by year, all Trustees of National Production Workers Union Severance Trust Fund plans on file

Year	Plans	Participants	Total Assets
2022	2	1,037	$35M
2023	2	882	$34M
2024	2	543	$35M

2024 asset-move particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$8M
Net Income	-$1M
Employer EIN	362872107
Plan Effective Date	1979-01-01
Filing Status	FILING RECEIVED

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

Retirement Plan for Employees of Fermi Research Alliance, LLC $796M · 1,782
NECA-IBEW Local 176 Pension Trust Fund $725M · 2,204
NECA-IBEW Local 364 Defined Contribution Plan $489M · 944
International Association of Heat and Frost Insulators Local 17 Annuity Fund $216M · 1,188
Sheet Metal Workers Local 219 Retirement Savings Fund $210M · 936

Compare National Production Workers Union Severa… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to National Production Workers Union Severance Trust Fund by total assets, not by location.

Larkin & Associates PLLC Keogh Plan (MI) $10M · 7
Midland Emergency Room Corp. Employee Pension Plan (MI) $10M · 30
First District Association Retirement Benefit Program for Union Employees (MN) $10M · 117
Fidelity Money Purchase Plan (IA) $9M · 247

Frequently Asked Questions

How did National Production Workers Union Severance Trust Fund assets move in 2024? ▼

National Production Workers Union Severance Trust Fund pulled back noticeably - down 12.5% during 2024, from $11M to $10M. Reported net income was -$1M.

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 Larkin & Associates PLLC Keogh Plan in MI ($10M, 7 participants).

Next read for National Production Workers Union Severa…

2024 change

Ways to act on National Production Workers Union Severance Trust Fund's numbers.

By total assets, National Production Workers Union Severance Trust Fund ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Illinois. Compare plans
Trustees of National Production Workers Union Severance Trust Fund's sponsor-wide assets have declined 0.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362872107.