401(k) · DOL Form 5500 · 2022

Hyster-Yale Group, Inc. 401(k) Plan

Data updated 2026-08-25

$747M
Total assets Above avg plan size
3,271
Participants Above avg headcount
99th
Percentile by assets National rank
$228,291
Avg per participant Above avg balance/head
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Official DOL plan name: Hyster-Yale Group, Inc. Profit Sharing Retirement Plan · Sponsored by Hyster-Yale Group, Inc. · Ohio · Manufacturing

$747M in assets, 3,271 participants

Hyster-Yale Group, Inc.'s Hyster-Yale Group, Inc. Profit Sharing Retirement Plan reported $747M in total assets and 3,271 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #20,070 in Manufacturing (20,602 peers)

Coverage in Ohio

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan covers 3,271 participants in Ohio, 4.3x the typical Ohio plan (state average ~765 per filing). Assets: $747M.

#20,070
in Manufacturing (20,602 peers)
-16.9%
assets change YoY
7.5×
vs typical plan assets (national mean)

The plan reported a net loss of $152M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan's outsized position by total assets

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$746,740,808 Top 1% higher than 99% of 139,123 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 2022

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hyster-Yale Group, Inc. Profit Sharing Retirement Plan lands in the large band (3,271 participants).

DOL schedule card

Filing strip 930160700 · Hyster-Yale Group, Inc. PY 2022 · 401(k)

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan · $747M · 3,271 · 99th

  • EBSA $747M
  • PART 3,271
  • TYPE 99th
  • NET 401(k)
  • BOOK near Four Seasons Hotels Retirement Benefit Plan
  • VS-ST ind #20070

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 Manufacturing retirement plans → · Plans in Ohio →

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan in the asset neighbourhood

Wsgr 401(k) and Profit Sharing PlanWsgr 401(k) and Profit Shari…$748MOtsuka America 401(k) Savings PlanOtsuka America 401(k) Saving…$747MHyster-Yale Group, Inc. Profit Sharing Retirement PlanHyster-Yale Group, Inc. Prof…$747MFour Seasons Hotels Retirement Benefit PlanFour Seasons Hotels Retireme…$747MCitadel Retirement Savings PlanCitadel Retirement Savings P…$747M
End-of-year total assets ($M) among Hyster-Yale Group, Inc. Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$899M
Net Assets (End of Year)$747M
Net Income-$152M
Employer EIN930160700
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hyster-Yale Group, Inc.)

Sponsor-wide plan assets over time

All Hyster-Yale Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 27.203609341011912% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.8B $1.01B ▲ +26.2%
Year Plans Participants Total Assets
2022 2 3,569 $795M
2023 2 3,435 $916M
2024 2 3,719 $1.0B

Nearby 401(k) Plans in Ohio

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

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0246810 Total assets ($B) Participants Hyster-Yale Group, Inc. Profit Sharing Retirement Plan, Total assets ($B): 0.746740808 · Participants: 3271Hyster-Yale Group, Inc. Profit Sharing Retirement PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Hyster-Yale Group, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Hyster-Yale Group, Inc. Profit Sharing Retirement Plan side-by-side with 3 peers →

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Four Seasons Hotels Retirement Benefit Plan in ($747M); by covered participants it is Alpha Metallurgical Resources 401(k) Retirement Savings Plan in TN (3,271 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($747M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,271 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hyster-Yale Group, Inc. Profit Sharing Retirement Plan assets move in 2022? ▼
Hyster-Yale Group, Inc. Profit Sharing Retirement Plan declined sharply - down 16.9% during 2022, from $899M to $747M. Reported net income was -$152M.
How have Hyster-Yale Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hyster-Yale Group, Inc.'s sponsor-wide assets grew 27.2%, from $795M to $1.0B.
Where does Hyster-Yale Group, Inc. Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Hyster-Yale Group, Inc. Profit Sharing Retirement Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Hyster-Yale Group, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Four Seasons Hotels Retirement Benefit Plan in ($747M, 13,795 participants).
Which 401(k) plans cover a similar participant headcount to Hyster-Yale Group, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alpha Metallurgical Resources 401(k) Retirement Savings Plan in TN (3,271 participants, $297M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930160700.

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.