Defined Benefit (Pension) · DOL Form 5500 · 2023
Nacco Natural Resources Corporation Pension Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 19
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries · Sponsored by Nacco Natural Resources Corporation · Texas · Mining & Oil Extraction
$30M in assets, 19 participants
Nacco Natural Resources Corporation's The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries reported $30M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #517 in Mining & Oil Extraction (811 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, $30M for 19 participants (~$1.6M/participant), down 12.6% in 2023.
- #517
- in Mining & Oil Extraction (811 peers)
- -12.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M 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 2023 · DOL Form 5500
$30,127,715 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries among smaller filed plans by headcount
Plan-year 2023 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 (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries reported net income rose from -$10M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
- The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries end-of-year assets fell from $34M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries reported participants fell from 20 in the plan year 2022 filing to 19 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 341554846 · Nacco Natural Resources Corporation PY 2023 · Defined Benefit (Pension)
The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries · $30M · 19 · 79th
- NET $30M
- NET 19
- NET 79th
- NET Defined Benefit (Pension)
- NET near Apartment Employees' Pension Trust
- NET ind #517
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$5M |
| Employer EIN | 341554846 |
| Plan Effective Date | 1986-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nacco Natural Resources Corporation)
Sponsor-wide plan assets over time
All Nacco Natural Resources Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $797M 20.417136564020343% vs 2022
- 2024 filing year
| 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.
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
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 Apartment Employees' Pension Trust in CA ($30M); by covered participants it is Daily Gazette Company Salaried Employees' Pension Plan in NY (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- Daily Gazette Company Salaried Employees' Pension Plan (NY) 19 · 0 off
- Retirement Plan for Employees of the Ovid Bell Press, Inc. (MO) 19 · 0 off
- Interval Partners, LP Cash Balance Plan (NY) 19 · 0 off
- Retirement Plan for Employees of International Brotherhood of Electrical Workers Local 134 (IL) 19 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.