NAVISTAR GLOBAL, LLC DBA 3B FILTERS
3B FILTERS 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2025
Plan summary
What matters most
This plan has a documented employer contribution and vesting that still needs verification. Reported employer contributions are around the middle of comparable plans.
high confidence
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
of eligible compensation.
The official filing does not support a reliable dollar example.
86 25,412,578 Employer 18,503,798 15,914,137 Rollover 3,836,110 2,041,150 Total Contributions 50,076,994 43,367,865 Deductions: Benefits Paid to Participants 60,598,545 54,894,454 Administrative Expenses 840,597 784,281 Total Deductions 61,439,142 55,678,735 Net Increase 120,965,022 92,136,350 Net Assets Available for Benefits Beginning of Year 843,466,787 751,330,437 End of Year $ 964,431,809 $ 843,466,787 See accompanying Notes to Financial Statements.
eligible to participate in the Plan after their first pay period following employment
tion and transferred to the Plan Trustee as soon as practicable following the payroll period in which such amounts are withheld.
epresenting distributions from other qualified defined benefit or defined contribution plans, subject to IRC limits. Employee contributions represent tax-deferred compensation and Roth 401(k) after tax compensation and may be invested in the employee’s choice of various fund options (each with a different investment objective and risk) in the combination specified by the employee. Employee contributions are made by payroll deduction and transferred to the Plan Trustee as soon as practicable following the payroll period in which such amounts are withheld. Plan participants hired prior to April 1, 2022 are automatically enrolled in the Plan upon eligibility at a 3 % deferral rate, with an automatic increase of 1 % each year up to 15 %. Plan participants hired on or after April 1, 2022 are au
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 1.0% of assets
How the score works →What still needs verification
vesting, investment choices. These items stay out of the summary until a dated source confirms them.
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
How this filing compares
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, NAVISTAR GLOBAL, LLC DBA 3B FILTERS reported $32,789 in employer contributions across this plan, or $1,726 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $32,789 $1,726 per active participant
- Participant contributions
- $73,668
- Other contributions
- $0 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 30.8%
- Active participants
- 19 Small plan
- Total participants
- 29 23 at the beginning of the year
- Ending assets
- $1,149,060 $39,623 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $786,995
- Ending net assets
- $1,149,060
- Beginning liabilities
- $0
- Ending liabilities
- $0
- Total income
- $264,502
- Total expenses
- $1,636,818
- Administrative expenses
- $3,283 $113 per active participant
- Participant loans
- $11,324 1.0% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $1,726 | 19 | 1.1M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 1.0%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 392094833-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Oct 1, 2007
- Industry
- Industry group 33
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
What it says about employer contributions
of eligible compensation. Remaining Local 77 employees are eligible for the additional non-elective contribution equal to 5 % of eligible compensation as of December 16, 2024. The Company matching contributions are made in the form of cash that is invested as directed by participants from among the investment options offered under the Plan. Any employees who transfer or have transferred from a Local 77 employee directly to non-Local 77 employee on or after January 1, 2014, other than those Local 77 employees hired on or after April 1, 2017 as a Distribution Dispatcher or Gas Controller from outside Avista or who is ineligible to participate in the Retirement Plan for Employees of Avista Corporation, are not eligible for the additional non-elective employer contributions. Participant Accoun
What it says about automatic enrollment
tion and transferred to the Plan Trustee as soon as practicable following the payroll period in which such amounts are withheld. Plan participants hired prior to April 1, 2022 are automatically enrolled in the Plan upon eligibility at a 3 % deferral rate, with an automatic increase of 1 % each year up to 15 %. Plan participants hired on or after April 1, 2022 are automatically enrolled in the Plan upon eligibility at a 6 % deferral rate, with an automatic increase of 1 % each year up to 15 %. Participants can opt out of the Plan at any time. Participants can change their deferral rate at any time. Plan participants may transfer balances from other qualified defined benefit or defined contribution plans, and certain eligible retirement plans and accounts to the Plan. Avista has an obligatio
What it says about fees
86 25,412,578 Employer 18,503,798 15,914,137 Rollover 3,836,110 2,041,150 Total Contributions 50,076,994 43,367,865 Deductions: Benefits Paid to Participants 60,598,545 54,894,454 Administrative Expenses 840,597 784,281 Total Deductions 61,439,142 55,678,735 Net Increase 120,965,022 92,136,350 Net Assets Available for Benefits Beginning of Year 843,466,787 751,330,437 End of Year $ 964,431,809 $ 843,466,787 See accompanying Notes to Financial Statements. 6 Table of Contents NOTE 1. DESCRIPTION OF THE PLAN The following description of The Investment and Employee Stock Ownership Plan of Avista Corporation (the Plan) provides only general information. Participants should refer to the Plan document for a more complete description of the Plan’s provisions. General Effective January 1, 1984, Avi
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.