401(k) · DOL Form 5500 · 2022
Hyster-Yale Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $747M
- Total assets
- 3,271
- Participants
- 99th
- Percentile by assets
- $228,291
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $747M
- total plan assets (2022 EOY)
- 3,271
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $228,291
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Hyster-Yale Group, Inc. Profit Sharing Retirement Plan reports 3,271 participants - 4.3x that state average ($747M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $899M |
|---|---|
| Net Assets (End of Year) | $747M |
| Net Income | -$152M |
| Employer EIN | 930160700 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hyster-Yale Group, Inc.)
| 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
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Hyster-Yale Group, Inc. Profit Sharing Retirement Plan by total assets, not by location.
- Four Seasons Hotels Retirement Benefit Plan () $747M · 13,795
- Citadel Retirement Savings Plan (FL) $747M · 2,914
- Otsuka America 401(k) Savings Plan (NJ) $747M · 2,185
- Wsgr 401(k) and Profit Sharing Plan (CA) $748M · 1,961
Frequently Asked Questions
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Filing takeaways
Ways to act on Hyster-Yale Group, Inc. Profit Sharing Retirement Plan's numbers.
- By total assets, Hyster-Yale Group, Inc. Profit Sharing Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Hyster-Yale Group, Inc.'s sponsor-wide assets have grown 27.2% since 2022 across 3 plan years on file. More Manufacturing plans