Other
2023 plan-year Other DOL Form 5500

NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST

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

NATIONAL LIME & STONE COMPANY

This Other plan holds $42M in total assets and serves 71 participants as of 2023. It is sponsored by NATIONAL LIME & STONE COMPANY in Ohio. The plan reported positive net income of $6M for the year.

Total Assets (2023)
$42M
Participants
71
State
Industry
Mining & Oil Extraction

What the Filing Says About NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST

NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST is a Other retirement plan sponsored by NATIONAL LIME & STONE COMPANY, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 71 participants across the Mining & Oil Extraction industry. The sponsor's EIN on file with the U.S. Department of Labor is 344312430, and the plan has been effective since 1975-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $36M at the beginning of 2023 to $42M at year-end — a gain of 17.4%. Net assets (after liabilities) closed the year at $42M, with reported net income of $6M 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)$36M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$6M
Plan TypeOther
Employer EIN344312430
Plan Effective Date1975-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NATIONAL LIME & STONE COMPANY)

Year Plans Participants Total Assets
2022 2 445 $74M
2023 2 427 $88M
2024 1 374 $53M

Nearby Other Plans in Ohio

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST?
As of the 2023 Form 5500 filing, NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST holds $42M in total assets with 71 participants. It is sponsored by NATIONAL LIME & STONE COMPANY.
What type of plan is NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST?
NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST is a Other plan. It has been effective since 1975-12-01. The plan is filed with the U.S. Department of Labor under EIN 344312430.
Who sponsors the NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST?
NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST is sponsored by NATIONAL LIME & STONE COMPANY, located in Ohio. The sponsor's EIN is 344312430 and the plan operates in the Mining & Oil Extraction industry.
How did NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST perform in 2023?
NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST grew by 17.4% during 2023, moving from $36M to $42M in total assets. Net income was $6M.
Where can I find official filings for NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST?
Official Form 5500 filings for NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 344312430 or plan name at efast.dol.gov.
How does NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST compare to other plans?
You can compare NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST against other Other 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.

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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.

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.