Plan Ledger DOL Form 5500 · updated monthly

Navistar Inc.401(k)

NAVISTAR, INC. RETIREMENT ACCUMULATION PLAN · LISLE, IL · plan year 2025

Reported admin expense ratio · 2025
0.04%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Navistar Inc. reported $718,218 in plan administrative expenses for 2025: 0.04% of average plan assets, above the peer median. Employer contributions averaged $8,701 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.06% to 0.04%. The plan sits in the over $1B size bracket, benchmarked here against 141 comparable plans and shown alongside other manufacturing employers. By assets it is the 57th-largest of 3,702 plans among Illinois employers on file, and the 190th of 13,661 in manufacturing. In 2025, employees put in $1.19 for every $1.00 the employer contributed; active participation has grown from 4,670 to 5,721 since 2022.

Plan summary
Net assets, end of year$1,773,630,568
Participants with balances7,610
Active participants5,721
Employer contributions$49,781,162
Employee contributions$59,195,302
Employer contribution per active participant$8,701
Average account balance$233,066
Benefits paid to participants$123,882,385
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$1.8B · 7,610 accts · $49.8M emplr
2024$1.5B · 7,574 accts · $47.8M emplr
2023$1.3B · 7,065 accts · $42.6M emplr
2022$1.1B · 6,435 accts · $36.3M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$251,511
Investment management$466,707
Total administrative$718,218
The Navistar Inc. 401(k) match · 2025
Employer contribution per active participant$8,701
Median for plans this size$5,084
2025$8,701 per active participant
2024$8,291 per active participant
2023$7,886 per active participant
2022$7,784 per active participant

Navistar Inc.'s 2025 employer contribution ran above the $5,084 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping$251,511
EMPOWER ADVISORY GROUP, LLC · Investment management · Investment advisory (participants)$466,707

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Empower
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$718,218 · 0.04%
2024$543,994 · 0.04%
2023$849,665 · 0.07%
2022$693,560 · 0.06%
All plans at this employer2
NAVISTAR, INC. 401(K) PLAN FOR REPRESENTED EMPLOYEES401(k)
NAVISTAR, INC. RETIREMENT ACCUMULATION PLAN401(k)
Same employer
Similar plansManufacturing · Illinois
Astellas US LLC IL$1.9B · 0.07%
Dover Corporation IL$1.9B · 0.08%
Brunswick Corporation IL$1.8B · 0.06%
Kellanova IL$1.8B
Conagra Brands, Inc. IL$1.7B · 0.06%
Marmon Holdings, Inc IL$1.7B · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361264810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.