401(k) · DOL Form 5500 · 2024

Nacco Natural Resources Corporation 401(k) Plan

Data updated 2026-08-25

$768M
Total assets Above avg plan size
1,726
Participants Near avg headcount
98th
Percentile by assets National rank
$445,205
Avg per participant High balance/head
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Official DOL plan name: Nacco Natural Resources Retirement Savings Plan · Sponsored by Nacco Natural Resources Corporation · Texas · Mining & Oil Extraction

$768M in assets, 1,726 participants

Nacco Natural Resources Corporation's Nacco Natural Resources Retirement Savings Plan reported $768M in total assets and 1,726 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #758 in Mining & Oil Extraction (785 peers)

Coverage in Texas

Nacco Natural Resources Retirement Savings Plan covers 1,726 participants in Texas, 2.5x the typical Texas plan (state average ~688 per filing). Assets: $768M.

#758
in Mining & Oil Extraction (785 peers)
+7.0%
assets growth YoY
7.7×
vs typical plan assets (national mean)

Nacco Natural Resources Retirement Savings Plan's outsized position by total assets

Nacco Natural Resources Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$768,424,646 Top 2% higher than 98% of 123,620 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 2024

Nacco Natural Resources Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nacco Natural Resources Retirement Savings Plan lands in the large band (1,726 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nacco Natural Resources Retirement Savings Plan reported net income fell from $91M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Nacco Natural Resources Retirement Savings Plan end-of-year assets rose from $718M in the plan year 2023 filing to $768M in the plan year 2024 filing.
  • Nacco Natural Resources Retirement Savings Plan reported participants rose from 1,671 in the plan year 2023 filing to 1,726 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 341554846 · Nacco Natural Resources Corporation PY 2024 · 401(k)

Nacco Natural Resources Retirement Savings Plan · $768M · 1,726 · 98th

  • BOOK $768M
  • VS-ST 1,726
  • BOY 98th
  • SCH 401(k)
  • EBSA near Faegre Drinker Retirement Savings Plan 1
  • PART ind #758

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 →

Nacco Natural Resources Retirement Savings Plan in the asset neighbourhood

Breakthru Beverage Group 40 L(K) PlanBreakthru Beverage Group 40 …$769MNacco Natural Resources Retirement Savings PlanNacco Natural Resources Reti…$768MFaegre Drinker Retirement Savings Plan 1Faegre Drinker Retirement Sa…$768MNorthwest Permanente, P.C. Retirement Plan - Ps AspectNorthwest Permanente, P.C. R…$768MUniversity of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing PlanUniversity of Wisconsin Medi…$768M
End-of-year total assets ($M) among Nacco Natural Resources Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$718M
Net Assets (End of Year)$768M
Net Income$50M
Employer EIN341554846
Plan Effective Date1955-05-01
Filing StatusFILING 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
$600M$650M$700M$750M$800M$850M 202220232024 $662M $797M ▲ +20.4%
Year Plans Participants Total Assets
2022 2 1,636 $662M
2023 2 1,690 $748M
2024 2 1,726 $797M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Nacco Natural Resources Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Nacco Natural Resources Retirement Savings Plan, Total assets ($B): 0.768424646 · Participants: 1726Nacco Natural Resources Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Nacco Natural Resources Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Nacco Natural Resources Retirement Savings Plan side-by-side with 3 peers →

Nacco Natural Resources Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Faegre Drinker Retirement Savings Plan 1 in MN ($768M); by covered participants it is Lactalis American Group, Inc. Retirement Plan in NY (1,726 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,726 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nacco Natural Resources Retirement Savings Plan assets move in 2024? ▼
Nacco Natural Resources Retirement Savings Plan grew at a solid clip - up 7.0% during 2024, from $718M to $768M. Reported net income was $50M.
How have Nacco Natural Resources Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nacco Natural Resources Corporation's sponsor-wide assets grew 20.4%, from $662M to $797M.
Where does Nacco Natural Resources Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Nacco Natural Resources Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Nacco Natural Resources Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Faegre Drinker Retirement Savings Plan 1 in MN ($768M, 1,352 participants).
Which 401(k) plans cover a similar participant headcount to Nacco Natural Resources Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lactalis American Group, Inc. Retirement Plan in NY (1,726 participants, $202M in assets).

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 341554846.

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.