401(k) · DOL Form 5500 · 2022

Nally & Hamilton Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
193
Participants Below avg headcount
67th
Percentile by assets National rank
$56,336
Avg per participant Low balance/head
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Official DOL plan name: Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Nally & Hamilton Enterprises, Inc. · Kentucky · Mining & Oil Extraction

$11M in assets, 193 participants

Nally & Hamilton Enterprises, Inc.'s Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 193 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #421 in Mining & Oil Extraction (892 peers)

Coverage in Kentucky

Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan covers 193 participants in Kentucky, about 30% of the average Kentucky filer (state average ~647 per filing). Assets: $11M.

#421
in Mining & Oil Extraction (892 peers)
-14.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,872,759 Top 33% higher than 67% 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

Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (193 participants).

Published 5500 schedule card

Filing strip 610861287 · Nally & Hamilton Enterprises, Inc. PY 2022 · 401(k)

Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan · $11M · 193 · 67th

  • VS-ST $11M
  • VS-ST 193
  • VS-ST 67th
  • VS-ST 401(k)
  • VS-ST near Lhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing Plan
  • VS-ST ind #421

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 Mining & Oil Extraction retirement plans → · Plans in Kentucky →

Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing PlanNally & Hamilton Enterprises…$11MLhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing PlanLhc, Incorporated/Thompson R…$11MLehigh Heavy Forge Corporation Union 401(k) Savings Plan & TrustLehigh Heavy Forge Corporati…$11MMidwest Refrigerated 401(k) PlanMidwest Refrigerated 401(k) …$11MRetirement Savings Plan for Employees of Continental-Bestdrive, LLCRetirement Savings Plan for …$11M
End-of-year total assets ($M) among Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN610861287
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nally & Hamilton Enterprises, Inc.)

Sponsor-wide plan assets over time

All Nally & Hamilton Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 30.97731679696018% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.9M $14.2M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 193 $11M
2023 1 228 $12M
2024 1 243 $14M

Nearby 401(k) Plans in Kentucky

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

Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010872759 · Participants: 193Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Lhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing Plan in MT ($11M); by covered participants it is K&d Services 401(k) Plan in WA (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 14.8% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Nally & Hamilton Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nally & Hamilton Enterprises, Inc.'s sponsor-wide assets grew 31.0%, from $11M to $14M.
Which 401(k) plans are similar in size to Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing Plan in MT ($11M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is K&d Services 401(k) Plan in WA (193 participants, $598K 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 610861287.

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.