401(k) · DOL Form 5500 · 2023

Nations Lending Corporation 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
477
Participants Below avg headcount
76th
Percentile by assets National rank
$49,486
Avg per participant Low balance/head
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Official DOL plan name: Nations Lending 401(k) Plan · Sponsored by Nations Lending Corporation · Ohio · Professional & Technical Services

$24M in assets, 477 participants

Nations Lending Corporation's Nations Lending 401(k) Plan reported $24M in total assets and 477 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,400 in Professional & Technical Services (20,321 peers)

Where Nations Lending 401(k) Plan sits by assets

Nations Lending 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 477 participants (~$49,486/participant), down 8.0% in 2023.

#15,400
in Professional & Technical Services (20,321 peers)
-8.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Nations Lending 401(k) Plan's outsized position by total assets

Nations Lending 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$23,604,606 Top 24% higher than 76% of 127,068 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 2023

Nations Lending 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nations Lending 401(k) Plan sits mid-pack in the medium band (477 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nations Lending 401(k) Plan reported net income fell from -$595K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Nations Lending 401(k) Plan reported participants fell from 618 in the plan year 2022 filing to 477 in the plan year 2023 filing.
  • Nations Lending 401(k) Plan end-of-year assets fell from $26M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 770605392 · Nations Lending Corporation PY 2023 · 401(k)

Nations Lending 401(k) Plan · $24M · 477 · 76th

  • TYPE $24M
  • TYPE 477
  • TYPE 76th
  • TYPE 401(k)
  • TYPE near Elme Communities 401(k) Plan
  • TYPE ind #15400

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Nations Lending 401(k) Plan in the asset neighbourhood

The Lyman Group 401(k) Profit Sharing PlanThe Lyman Group 401(k) Profi…$24MFirst Harrison Bank 401(k) and Profit Sharing PlanFirst Harrison Bank 401(k) a…$24MNations Lending 401(k) Plan$24MElme Communities 401(k) Plan$24MAvant, LLC 401(k) Plan$24M
End-of-year total assets ($M) among Nations Lending 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$24M
Net Income-$2M
Employer EIN770605392
Plan Effective Date2012-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nations Lending Corporation)

Sponsor-wide plan assets over time

All Nations Lending Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$25M 3.956306960812559% vs 2022
2024 filing year
$23M$24M$25M$26M 202220232024 $25.7M $24.6M ▼ -3.9%
Year Plans Participants Total Assets
2022 1 618 $26M
2023 1 477 $24M
2024 1 597 $25M

Nearby 401(k) Plans in Ohio

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

Nations Lending 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Nations Lending 401(k) Plan, Total assets ($B): 0.023604606 · Participants: 477Nations Lending 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Nations Lending 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Nations Lending 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Elme Communities 401(k) Plan in MD ($24M); by covered participants it is Talking Rain 401 (K) Retirement Plan and Trust in WA (477 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (477 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nations Lending 401(k) Plan assets move in 2023?
Nations Lending 401(k) Plan pulled back noticeably - down 8.0% during 2023, from $26M to $24M. Reported net income was -$2M.
How have Nations Lending Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Nations Lending Corporation's sponsor-wide assets declined 4.0%, from $26M to $25M.
Where does Nations Lending 401(k) Plan rank by assets among Form 5500 filers?
Nations Lending 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Nations Lending 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Elme Communities 401(k) Plan in MD ($24M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Nations Lending 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Talking Rain 401 (K) Retirement Plan and Trust in WA (477 participants, $38M in assets).