Nacco Natural Resources 401(k) match, vesting and fees
What Nacco Natural Resources' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 89 defined-contribution plans in mining, quarrying, and oil and gas extraction with 1,000 to 4,999 participants.
| Nacco Natural Resources: employer contribution per participant | $9,581 | |
| Peer median | $4,558 |
| Nacco Natural Resources: average balance | $315,445 | |
| Peer median | $124,843 |
| Nacco Natural Resources: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.07% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $755M at the end of plan year 2021 to $768M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,456 | $768M | $23.3M | $9,581 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 2,539 | $718M | $21.4M | $8,548 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 2,546 | $627M | $20.6M | $8,148 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 2,530 | $755M | $21.2M | $8,476 | 0.00% | Not published | Form 5500 ↗ |
Other Nacco Natural Resources plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its Subsidiaries
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Nacco Natural Resources match 401(k) contributions?
The match terms for the Nacco Natural Resources Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $23.3M in employer contributions, about $9,581 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Nacco Natural Resources 401(k) match vested?
The vesting schedule for the Nacco Natural Resources Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Nacco Natural Resources 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Vanguard Group, Inc.. The plan administrator is Nacco Natural Resources Corporation.
I left Nacco Natural Resources. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Nacco Natural Resources Corporation, (972) 448-5400) or the recordkeeper, Vanguard Group, Inc.. The Nacco Natural Resources old 401(k) page lists the contacts from every plan filing. Find an old Nacco Natural Resources 401(k)
Data from the public Form 5500 annual reports Nacco Natural Resources filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Nacco Natural Resources. Not financial advice. Report a correction · Methodology