Defined Benefit (Pension) · DOL Form 5500 · 2022

Hyster-Yale Group, Inc. Pension Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
298
Participants Below avg headcount
88th
Percentile by assets National rank
$162,865
Avg per participant Above avg balance/head
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Official DOL plan name: Hyster-Yale Group, Inc. Combined Pension Plan · Sponsored by Hyster-Yale Group, Inc. · Ohio · Manufacturing

$49M in assets, 298 participants

Hyster-Yale Group, Inc.'s Hyster-Yale Group, Inc. Combined Pension Plan reported $49M in total assets and 298 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #16,897 in Manufacturing (20,602 peers)

Coverage in Ohio

Hyster-Yale Group, Inc. Combined Pension Plan covers 298 participants in Ohio, about 39% of the average Ohio filer (state average ~765 per filing). Assets: $49M.

#16,897
in Manufacturing (20,602 peers)
-29.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hyster-Yale Group, Inc. Combined Pension Plan's outsized position by total assets

Hyster-Yale Group, Inc. Combined Pension Plan vs every filed plan by assets

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

$48,533,673 Top 12% higher than 88% 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. Combined Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hyster-Yale Group, Inc. Combined Pension Plan sits mid-pack in the medium band (298 participants).

Published 5500 schedule card

Filing strip 930160700 · Hyster-Yale Group, Inc. PY 2022 · Defined Benefit (Pension)

Hyster-Yale Group, Inc. Combined Pension Plan · $49M · 298 · 88th

  • BOOK $49M
  • BOOK 298
  • BOOK 88th
  • BOOK Defined Benefit (Pension)
  • BOOK near The Frick Collection Employees Retirement Plan
  • BOOK ind #16897

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. Combined Pension Plan in the asset neighbourhood

Iron Workers No 28 Pension FundIron Workers No 28 Pension F…$49MLester E Cox Medical Centers Pension Plan aLester E Cox Medical Centers…$49MHyster-Yale Group, Inc. Combined Pension PlanHyster-Yale Group, Inc. Comb…$49MThe Frick Collection Employees Retirement PlanThe Frick Collection Employe…$49MNeighbors Federal Credit Union Cash Balance Defined Benefit Plan and TrustNeighbors Federal Credit Uni…$49M
End-of-year total assets ($M) among Hyster-Yale Group, Inc. Combined Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$49M
Net Income-$21M
Employer EIN930160700
Plan Effective Date1986-01-01
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 Defined Benefit (Pension) Plans in Ohio

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

Hyster-Yale Group, Inc. Combined Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Hyster-Yale Group, Inc. Combined Pension Plan, Total assets ($B): 0.048533673 · Participants: 298Hyster-Yale Group, Inc. Combined Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Hyster-Yale Group, Inc. Combined Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Hyster-Yale Group, Inc. Combined Pension Plan side-by-side with 3 peers →

Hyster-Yale Group, Inc. Combined Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is The Frick Collection Employees Retirement Plan in NY ($49M); by covered participants it is Sbera Pension Plan as Adopted by Bristol County Savings Bank in MA (298 participants). Same-state nearby plans are listed separately above.

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. Combined Pension Plan assets move in 2022? ▼
Hyster-Yale Group, Inc. Combined Pension Plan declined sharply - down 29.7% during 2022, from $69M to $49M. Reported net income was -$21M.
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. Combined Pension Plan rank by assets among Form 5500 filers? ▼
Hyster-Yale Group, Inc. Combined Pension Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Hyster-Yale Group, Inc. Combined Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Frick Collection Employees Retirement Plan in NY ($49M, 175 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hyster-Yale Group, Inc. Combined Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sbera Pension Plan as Adopted by Bristol County Savings Bank in MA (298 participants, $62M 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.