401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$12M
Total assets Small plan by assets
228
Participants Below avg headcount
63rd
Percentile by assets National rank
$54,768
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Nally & Hamilton Enterprises, Inc. · Kentucky · Mining & Oil Extraction

$12M in assets, 228 participants

Nally & Hamilton Enterprises, Inc.'s Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #340 in Mining & Oil Extraction (811 peers)

Coverage in Kentucky

Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan covers 228 participants in Kentucky, about 35% of the average Kentucky filer (state average ~647 per filing). Assets: $12M.

#340
in Mining & Oil Extraction (811 peers)
+14.8%
assets growth YoY

Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

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

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

$12,487,006 Top 37% higher than 63% 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

Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing 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. Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan reported participants rose from 193 in the plan year 2022 filing to 228 in the plan year 2023 filing.
  • Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 610861287 · Nally & Hamilton Enterprises, Inc. PY 2023 · 401(k)

Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan · $12M · 228 · 63rd

  • PHOTO $12M
  • IND 228
  • EOY 63rd
  • 5500 401(k)
  • ASSETS near Little - Morris, LLP Profit Sharing Plan
  • PCT ind #340

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…$12MLittle - Morris, LLP Profit Sharing PlanLittle - Morris, LLP Profit …$12MThe Reserves Network, Inc. Employees 401(k) PlanThe Reserves Network, Inc. E…$12MG.E. Foodland Retirement Plan$12MMid-States Distributing, LLC 401(k) PlanMid-States Distributing, LLC…$12M
End-of-year total assets ($M) among Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
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 -20246810 Total assets ($B) Participants Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012487006 · Participants: 228Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings 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 Little - Morris, LLP Profit Sharing Plan in ID ($12M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.8% during 2023, from $11M to $12M. 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 Little - Morris, LLP Profit Sharing Plan in ID ($12M, 35 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 Cam Properties 401(k) Plan in AZ (228 participants, $2M in assets).

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 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.