Defined Benefit (Pension) · DOL Form 5500 · 2023

National Lime & Stone Company Pension Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
71
Participants Small participant base
84th
Percentile by assets National rank
$588,677
Avg per participant High balance/head
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Official DOL plan name: National Lime & Stone Company Hourly Employees' Retirement Plan and Trust · Sponsored by National Lime & Stone Company · Ohio · Mining & Oil Extraction

$42M in assets, 71 participants

National Lime & Stone Company's National Lime & Stone Company Hourly Employees' Retirement Plan and Trust reported $42M in total assets and 71 participants in its 2023 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.

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

Where National Lime & Stone Company Hourly Employees' Retirement Plan and Trust sits by assets

National Lime & Stone Company Hourly Employees' Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $42M for 71 participants (~$588,677/participant), up 17.4% in 2023.

#566
in Mining & Oil Extraction (811 peers)
+17.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

National Lime & Stone Company Hourly Employees' Retirement Plan and Trust's outsized position by total assets

National Lime & Stone Company Hourly Employees' Retirement Plan and Trust vs every filed plan by assets

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

$41,796,054 Top 16% higher than 84% 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

National Lime & Stone Company Hourly Employees' Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Lime & Stone Company Hourly Employees' Retirement Plan and Trust is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Lime & Stone Company Hourly Employees' Retirement Plan and Trust reported net income rose from $1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • National Lime & Stone Company Hourly Employees' Retirement Plan and Trust end-of-year assets rose from $36M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • National Lime & Stone Company Hourly Employees' Retirement Plan and Trust reported participants fell from 82 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 344312430 · National Lime & Stone Company PY 2023 · Defined Benefit (Pension)

National Lime & Stone Company Hourly Employees' Retirement Plan and Trust · $42M · 71 · 84th

  • BOY $42M
  • BOY 71
  • BOY 84th
  • BOY Defined Benefit (Pension)
  • BOY near Major League Baseball Pension Plan for Non-Uniformed Personnel
  • BOY ind #566

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 Ohio →

National Lime & Stone Company Hourly Employees' Retirement Plan and Trust in the asset neighbourhood

Retirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension FundRetirement Plan of Wholesale…$42MNational Lime & Stone Company Hourly Employees' Retirement Plan and TrustNational Lime & Stone Compan…$42MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$42MDechert LLP Pension Plan for Staff EmployeesDechert LLP Pension Plan for…$42MWestern Farm Bureau Pension PlanWestern Farm Bureau Pension …$42M
End-of-year total assets ($M) among National Lime & Stone Company Hourly Employees' Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$42M
Net Income$6M
Employer EIN344312430
Plan Effective Date1975-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Lime & Stone Company)

Sponsor-wide plan assets over time

All National Lime & Stone Company plans reported in each filing year

Latest sponsor-wide plan assets
$53M 28.294881390286402% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $73.6M $52.8M ▼ -28.3%
Year Plans Participants Total Assets
2022 2 445 $74M
2023 2 427 $88M
2024 1 374 $53M

Nearby Defined Benefit (Pension) Plans in Ohio

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

National Lime & Stone Company Hourly Employees' Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants National Lime & Stone Company Hourly Employees' Retirement Plan and Trust, Total assets ($B): 0.041796054 · Participants: 71National Lime & Stone Company Hourly Employees' Retirement Plan and TrustFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
National Lime & Stone Company Hourly Employees' Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare National Lime & Stone Company Hourly Employees' Retirement Plan and Trust side-by-side with 3 peers →

National Lime & Stone Company Hourly Employees' Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in CA ($42M); by covered participants it is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 National Lime & Stone Company Hourly Employees' Retirement Plan and Trust assets move in 2023? ▼
National Lime & Stone Company Hourly Employees' Retirement Plan and Trust grew sharply - up 17.4% during 2023, from $36M to $42M. Reported net income was $6M.
How have National Lime & Stone Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Lime & Stone Company's sponsor-wide assets declined 28.3%, from $74M to $53M.
Where does National Lime & Stone Company Hourly Employees' Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
National Lime & Stone Company Hourly Employees' Retirement Plan and Trust ranks in the 84th 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 Defined Benefit (Pension) plans are similar in size to National Lime & Stone Company Hourly Employees' Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in CA ($42M, 114 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Lime & Stone Company Hourly Employees' Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (71 participants, $5M 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 344312430.

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.