Plan5500

Peterbilt Nashville - Local 1832 Uaw Retirement — Form 5500 plan (Paccar, Inc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Peterbilt Nashville - Local 1832 Uaw Retirement is a benefit plan reported by Paccar, Inc under EIN 91-0351110 and plan number 030. The latest loaded filing year is 2023. The filing reports 880 participants and $90,800,769 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$90.6MPlan net assets, end of year$90,637,404
Participants880Covered participants reported
Assets / participant$103.2KComputed: assets ÷ participants$103,183 (computed)
Provider compensation$384.6K4 Schedule C provider row(s)$384,555
Plan sponsor
Paccar, Inc
EIN
91-0351110
Plan number
030
Plan type
2
Location
Bellevue, WA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    880 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$90.8M total assets
Net assets$90.6MLiabilities$163.4K
Money in vs. money out
Total income / additions$7.2M
Total expenses$7.9M
Benefits paid / distributions$7.4M
Full reported line items

Net assets

Total assets (EOY)
$90,800,769
Total liabilities (EOY)
$163,365
Net assets (EOY)
$90,637,404
Net assets (BOY)
$91,275,110

Income & contributions

Total contributions
$0
Total income / additions
$7,228,702

Expenses & distributions

Benefits paid
$7,397,373
Administrative expenses
$469,035
Total expenses
$7,866,408
Net increase / (decrease)
-$637,706
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income102%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Frank Russell Trust Co$224.3K
    NONE · Direct $224.3K · Indirect $0
  2. 2
    Usi Consulting$114.5K
    NONE · Direct $114.5K
  3. 3
    Ernst & Young$28.4K
    NONE · Direct $28.4K · Indirect $0
  4. 4
    State Street Corporation$17.4K
    NONE · Direct $17.4K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Peterbilt Nashville - Local 1832 Uaw Retirement?
Peterbilt Nashville - Local 1832 Uaw Retirement is reported as sponsored by Paccar, Inc (EIN 91-0351110, plan number 030) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Peterbilt Nashville - Local 1832 Uaw Retirement?
The latest Form 5500 filing year loaded for Peterbilt Nashville - Local 1832 Uaw Retirement is 2023.
How many participants does Peterbilt Nashville - Local 1832 Uaw Retirement report?
Peterbilt Nashville - Local 1832 Uaw Retirement reports 880 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Peterbilt Nashville - Local 1832 Uaw Retirement?
Peterbilt Nashville - Local 1832 Uaw Retirement reports $90,800,769 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages