401(k)
2024 plan-year 401(k) DOL Form 5500

Nalbach Companies, Et. Al. Profit Sharing 401(k)

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

Sponsored by John Nalbach Engineering Co., Inc. · Illinois · Manufacturing

What the 2023 filing shows

Nalbach Companies, Et. Al. Profit Sharing 401(k) holds $11M for 195 participants — about $58,504 per participant, down 8.8% over the 2024 plan year.

$11M
total plan assets (2024 EOY)
195
covered participants
$58,504
avg assets per participant
-8.8%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$11M
Participants
195
State
Industry
Manufacturing

What the Filing Says About Nalbach Companies, Et. Al. Profit Sharing 401(k)

Nalbach Companies, Et. Al. Profit Sharing 401(k) is a 401(k) retirement plan sponsored by John Nalbach Engineering Co., Inc., headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 195 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 362265986, and the plan has been effective since 1962-03-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2024 to $11M at year-end — a decline of 8.8%. Net assets (after liabilities) closed the year at $11M, with reported net income of $-1,103,291 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)$13M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$-1,103,291
Plan Type401(k)
Employer EIN362265986
Plan Effective Date1962-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (John Nalbach Engineering Co., Inc.)

Year Plans Participants Total Assets
2022 1 155 $12M
2023 1 205 $13M
2024 1 195 $11M

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Frequently Asked Questions

How much money is in the Nalbach Companies, Et. Al. Profit Sharing 401(k)?
As of the 2024 Form 5500 filing, Nalbach Companies, Et. Al. Profit Sharing 401(k) holds $11M in total assets with 195 participants. It is sponsored by John Nalbach Engineering Co., Inc..
What type of plan is Nalbach Companies, Et. Al. Profit Sharing 401(k)?
Nalbach Companies, Et. Al. Profit Sharing 401(k) is a 401(k) plan. It has been effective since 1962-03-31. The plan is filed with the U.S. Department of Labor under EIN 362265986.
Who sponsors the Nalbach Companies, Et. Al. Profit Sharing 401(k)?
Nalbach Companies, Et. Al. Profit Sharing 401(k) is sponsored by John Nalbach Engineering Co., Inc., located in Illinois. The sponsor's EIN is 362265986 and the plan operates in the Manufacturing industry.
How did Nalbach Companies, Et. Al. Profit Sharing 401(k) perform in 2024?
Nalbach Companies, Et. Al. Profit Sharing 401(k) declined by 8.8% during 2024, moving from $13M to $11M in total assets. Net income was $-1,103,291.
Where can I find official filings for Nalbach Companies, Et. Al. Profit Sharing 401(k)?
Official Form 5500 filings for Nalbach Companies, Et. Al. Profit Sharing 401(k) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362265986 or plan name at efast.dol.gov.
How does Nalbach Companies, Et. Al. Profit Sharing 401(k) compare to other plans?
You can compare Nalbach Companies, Et. Al. Profit Sharing 401(k) against other 401(k) plans on the plan type page, or view plans in Illinois 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 362265986.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.