401(k) · DOL Form 5500 · 2022

Nanney & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
35th
Percentile by assets National rank
$111,962
Avg per participant Below avg balance/head
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Official DOL plan name: Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan · Sponsored by Nanney & Son, Inc. · Alabama · Manufacturing

$2M in assets, 20 participants

Nanney & Son, Inc.'s Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan reported $2M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,938 in Manufacturing (20,602 peers)

2022 asset change

Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan declined sharply 17.2% in 2022 ($3M → $2M) for 20 participants.

#3,938
in Manufacturing (20,602 peers)
-17.2%
assets change YoY

The plan reported a net loss of $466K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,239,237 35th percentile higher than 35% of 139,123 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 2022

Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan is a small filing (20 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 630905818 · Nanney & Son, Inc. PY 2022 · 401(k)

Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan · $2M · 20 · 35th

  • EBSA $2M
  • EBSA 20
  • EBSA 35th
  • EBSA 401(k)
  • EBSA near Issuer Direct Corporation 401(k) Plan
  • EBSA ind #3938

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 Manufacturing retirement plans → · Plans in Alabama →

Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan in the asset neighbourhood

Nanney & Son, Inc. 401(k) Profit Sharing Retirement PlanNanney & Son, Inc. 401(k) Pr…$2MIssuer Direct Corporation 401(k) PlanIssuer Direct Corporation 40…$2MPayzer, LLC 401(k) Profit Sharing Plan and TrustPayzer, LLC 401(k) Profit Sh…$2MTrllc 401(k)$2MPanzer Nursery, Inc. 401(k) PlanPanzer Nursery, Inc. 401(k) …$2M
End-of-year total assets ($M) among Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nanney & Son, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Nanney & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.515685030213416% vs 2022
2024 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M$2.7M 202220232024 $2.24M $2.41M ▲ +7.6%
Year Plans Participants Total Assets
2022 1 20 $2M
2023 1 19 $3M
2024 1 17 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$466K
Employer EIN630905818
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan, Total assets ($B): 0.002239237 · Participants: 20Nanney & Son, Inc. 401(k) Profit Sharing Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan side-by-side with 3 peers →

Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Issuer Direct Corporation 401(k) Plan in NC ($2M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan assets move in 2022? ▼
Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan declined sharply - down 17.2% during 2022, from $3M to $2M. Reported net income was -$466K.
How have Nanney & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nanney & Son, Inc.'s sponsor-wide assets grew 7.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Issuer Direct Corporation 401(k) Plan in NC ($2M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Nanney & Son, Inc. 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630905818.

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.