Defined Benefit (Pension) · DOL Form 5500 · 2022

The North American Coal Corporation Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
20
Participants Small participant base
84th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries · Sponsored by The North American Coal Corporation · Texas · Mining & Oil Extraction

$34M in assets, 20 participants

The North American Coal Corporation's The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries reported $34M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

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

Where The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries sits by assets

The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries sits in the top quartile of all filed plans by assets, $34M for 20 participants (~$1.7M/participant), down 21.6% in 2022.

#641
in Mining & Oil Extraction (892 peers)
-21.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries's outsized position by total assets

The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries vs every filed plan by assets

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

$34,483,111 Top 16% higher than 84% 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

The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries is a small filing (20 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 341554846 · The North American Coal Corporation PY 2022 · Defined Benefit (Pension)

The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries · $34M · 20 · 84th

  • RANK $34M
  • RANK 20
  • RANK 84th
  • RANK Defined Benefit (Pension)
  • RANK near US Magnesium LLC Hourly Defined Benefit Pension Plan
  • RANK ind #641

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 Texas →

The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries in the asset neighbourhood

Belco Community Credit Union Cash Balance Defined Benefit Plan and TrustBelco Community Credit Union…$35MUS Magnesium LLC Hourly Defined Benefit Pension PlanUS Magnesium LLC Hourly Defi…$35MCalifornia Winery Workers Pension Plan TrustCalifornia Winery Workers Pe…$35MThe Combined Defined Benefit Plan for Nacco Industries, Inc. and Its SubsidiariesThe Combined Defined Benefit…$34MPacificsource Pension Plan$34M
End-of-year total assets ($M) among The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$34M
Net Income-$10M
Employer EIN341554846
Plan Effective Date1986-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The North American Coal Corporation)

Sponsor-wide plan assets over time

All The North American Coal Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$797M 20.417136564020343% vs 2022
2024 filing year
$600M$650M$700M$750M$800M$850M 202220232024 $662M $797M ▲ +20.4%
Year Plans Participants Total Assets
2022 2 1,636 $662M
2023 2 1,690 $748M
2024 2 1,726 $797M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries, Total assets ($B): 0.034483111 · Participants: 20The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its SubsidiariesAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is US Magnesium LLC Hourly Defined Benefit Pension Plan in UT ($35M); by covered participants it is Idaho Skin Surgery Center, P.C. Cash Balance Plan in ID (20 participants). Same-state nearby plans are listed separately above.

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 The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries assets move in 2022?
The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries declined sharply - down 21.6% during 2022, from $44M to $34M. Reported net income was -$10M.
How have The North American Coal Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), The North American Coal Corporation's sponsor-wide assets grew 20.4%, from $662M to $797M.
Where does The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries rank by assets among Form 5500 filers?
The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries?
Among Defined Benefit (Pension) plans in other states, the closest by assets is US Magnesium LLC Hourly Defined Benefit Pension Plan in UT ($35M, 57 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Idaho Skin Surgery Center, P.C. Cash Balance Plan in ID (20 participants, $767K in assets).