401(k)
2023 plan-year 401(k) DOL Form 5500

NATIONS LENDING 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NATIONS LENDING CORPORATION

This 401(k) plan holds $24M in total assets and serves 477 participants as of 2023. It is sponsored by NATIONS LENDING CORPORATION in Ohio. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$24M
Participants
477
State
Industry
Professional & Technical Services

What the Filing Says About NATIONS LENDING 401(K) PLAN

NATIONS LENDING 401(K) PLAN is a 401(k) retirement plan sponsored by NATIONS LENDING CORPORATION, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $24M in total end-of-year assets and covers 477 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 770605392, and the plan has been effective since 2012-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $26M at the beginning of 2023 to $24M at year-end — a decline of 8.0%. Net assets (after liabilities) closed the year at $24M, with reported net income of $-2,045,704 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$26M
Total Assets (End of Year)$24M
Net Assets (End of Year)$24M
Net Income$-2,045,704
Plan Type401(k)
Employer EIN770605392
Plan Effective Date2012-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NATIONS LENDING CORPORATION)

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.

Frequently Asked Questions

How much money is in the NATIONS LENDING 401(K) PLAN?
As of the 2023 Form 5500 filing, NATIONS LENDING 401(K) PLAN holds $24M in total assets with 477 participants. It is sponsored by NATIONS LENDING CORPORATION.
What type of plan is NATIONS LENDING 401(K) PLAN?
NATIONS LENDING 401(K) PLAN is a 401(k) plan. It has been effective since 2012-02-01. The plan is filed with the U.S. Department of Labor under EIN 770605392.
Who sponsors the NATIONS LENDING 401(K) PLAN?
NATIONS LENDING 401(K) PLAN is sponsored by NATIONS LENDING CORPORATION, located in Ohio. The sponsor's EIN is 770605392 and the plan operates in the Professional & Technical Services industry.
How did NATIONS LENDING 401(K) PLAN perform in 2023?
NATIONS LENDING 401(K) PLAN declined by 8.0% during 2023, moving from $26M to $24M in total assets. Net income was $-2,045,704.
Where can I find official filings for NATIONS LENDING 401(K) PLAN?
Official Form 5500 filings for NATIONS LENDING 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 770605392 or plan name at efast.dol.gov.
How does NATIONS LENDING 401(K) PLAN compare to other plans?
You can compare NATIONS LENDING 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 770605392.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.