Money Purchase · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$10M
Total assets Small plan by assets
N/A
Participants Small participant base
55th
Percentile by assets National rank
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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

$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.

  • #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.

#3,315
in Finance & Insurance (8,549 peers)
-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'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 2024 · DOL Form 5500

$9,595,005 Top 45% higher than 55% of 123,620 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 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 362872107 · Trustees of National Production Workers Union Severance Trust Fund PY 2024 · Money Purchase

National Production Workers Union Severance Trust Fund · $10M · N/A · 55th

  • 5500 $10M
  • 5500 N/A
  • 5500 55th
  • 5500 Money Purchase
  • 5500 near Larkin & Associates PLLC Keogh Plan
  • 5500 ind #3315

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

First District Association Retirement Benefit Program for Union EmployeesFirst District Association R…$10MMidland Emergency Room Corp. Employee Pension PlanMidland Emergency Room Corp.…$10MNational Production Workers Union Severance Trust FundNational Production Workers …$10MLarkin & Associates PLLC Keogh PlanLarkin & Associates PLLC Keo…$10MFidelity Money Purchase Plan$9M
End-of-year total assets ($M) among National Production Workers Union Severance Trust Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

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

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

2024 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN362872107
Plan Effective Date1979-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50005001000150020002500 -20002004006008001000 Total assets ($M) Participants National Production Workers Union Severance Trust Fund, Total assets ($M): 9.595005 · Participants: 0National Production Workers Union Severance Trust FundRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 795.953748 · Participants: 1782Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 724.821974 · Participants: 2204NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 489.386942 · Participants: 944NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 215.659803 · Participants: 1188International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 209.670961 · Participants: 936Sheet 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 closest out-of-state Money Purchase peers by assets

Outside Illinois, the nearest Money Purchase by end-of-year assets is Larkin & Associates PLLC Keogh Plan in MI at $10M (this filing: $10M).

DOL Form 5500 plan year 2024. 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 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).

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.

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.