Defined Benefit (Pension) · DOL Form 5500 · 2024

Nacco Natural Resources Corporation Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
N/A
Participants Small participant base
76th
Percentile by assets National rank
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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

$28M in assets, N/A participants

Nacco Natural Resources Corporation's The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries reported $28M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #484 in Mining & Oil Extraction (785 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, $28M for N/A participants, down 6.2% in 2024.

#484
in Mining & Oil Extraction (785 peers)
-6.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M 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 2024 · DOL Form 5500

$28,251,057 Top 24% higher than 76% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries reported participants fell from 19 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries reported net income rose from -$5M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries end-of-year assets fell from $30M in the plan year 2023 filing to $28M 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 · Defined Benefit (Pension)

The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries · $28M · N/A · 76th

  • 5500 $28M
  • ASSETS N/A
  • PCT 76th
  • EIN Defined Benefit (Pension)
  • RANK near Indianapolis Symphony Orchestra Pension Plan
  • PHOTO ind #484

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

Southwest Asbestos Workers Pension PlanSouthwest Asbestos Workers P…$28MIndianapolis Symphony Orchestra Pension PlanIndianapolis Symphony Orches…$28MThe Combined Defined Benefit Plan for Nacco Industries, Inc. and Its SubsidiariesThe Combined Defined Benefit…$28MThe Retirement Plan for Employees of Middlesex Federal Savings, F.a.The Retirement Plan for Empl…$28MNECA Employees' Pension Plan$28M
End-of-year total assets ($M) among The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$28M
Net Income-$2M
Employer EIN341554846
Plan Effective Date1986-09-01
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 Defined Benefit (Pension) Plans in Texas

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

The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries, Total assets ($B): 0.028251057 · Participants: 0The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its SubsidiariesAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries side-by-side with 3 peers →

The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Texas, the nearest Defined Benefit (Pension) by end-of-year assets is Indianapolis Symphony Orchestra Pension Plan in IN at $28M (this filing: $28M).

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 The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries assets move in 2024? ▼
The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries pulled back noticeably - down 6.2% during 2024, from $30M to $28M. Reported net income was -$2M.
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 The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries rank by assets among Form 5500 filers? ▼
The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Indianapolis Symphony Orchestra Pension Plan in IN ($28M, 26 participants).

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.