401(k) · DOL Form 5500 · 2022

Hamilton Beach Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$167M
Total assets Near avg plan size
540
Participants Below avg headcount
95th
Percentile by assets National rank
$309,405
Avg per participant High balance/head
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Official DOL plan name: Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) · Sponsored by Hamilton Beach Brands, Inc. · Virginia · Manufacturing

$167M in assets, 540 participants

Hamilton Beach Brands, Inc.'s Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) reported $167M in total assets and 540 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #18,987 in Manufacturing (20,602 peers)

Where Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) sits by assets

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) sits in the top 5% of all filed plans by assets, $167M for 540 participants (~$309,405/participant), down 19.1% in 2022.

#18,987
in Manufacturing (20,602 peers)
-19.1%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k))'s outsized position by total assets

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) vs every filed plan by assets

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

$167,078,773 Top 5% higher than 95% 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

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) 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. Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) sits mid-pack in the medium band (540 participants).

Form 5500 schedule snapshot

Filing strip 953959553 · Hamilton Beach Brands, Inc. PY 2022 · 401(k)

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) · $167M · 540 · 95th

  • IND $167M
  • IND 540
  • IND 95th
  • IND 401(k)
  • IND near Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees
  • IND ind #18987

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 Virginia →

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) in the asset neighbourhood

Rosen's Diversified 401(k) Retirement PlanRosen's Diversified 401(k) R…$167MHarley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit EesHarley-Davidson Ret Svgs Pla…$167MOfs Non-Represented 401(k) PlanOfs Non-Represented 401(k) P…$167MHamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k))Hamilton Beach Brands, Inc. …$167MDte Electric Company Savings & Stock Ownership Plan for Employees Represented by Local 17 of IBEWDte Electric Company Savings…$167M
End-of-year total assets ($M) among Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$206M
Net Assets (End of Year)$167M
Net Income-$39M
Employer EIN953959553
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hamilton Beach Brands, Inc.)

Sponsor-wide plan assets over time

All Hamilton Beach Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$215M 11.40226065394257% vs 2022
2024 filing year
$190M$200M$210M$220M 202220232024 $193M $215M ▲ +11.4%
Year Plans Participants Total Assets
2022 2 593 $193M
2023 2 569 $213M
2024 2 546 $215M

Nearby 401(k) Plans in Virginia

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

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)), Total assets ($B): 0.167078773 · Participants: 540Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k))Northrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) side-by-side with 3 peers →

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k))'s out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees in WI ($167M); by covered participants it is Rotary International 401(k) Plan in IL (540 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (540 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 Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) assets move in 2022? ▼
Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) declined sharply - down 19.1% during 2022, from $206M to $167M. Reported net income was -$39M.
How have Hamilton Beach Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamilton Beach Brands, Inc.'s sponsor-wide assets grew 11.4%, from $193M to $215M.
Where does Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) rank by assets among Form 5500 filers? ▼
Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k))? ▼
Among 401(k) plans in other states, the closest by assets is Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees in WI ($167M, 1,114 participants).
Which 401(k) plans cover a similar participant headcount to Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k))? ▼
Among 401(k) plans in other states, the closest by covered participants is Rotary International 401(k) Plan in IL (540 participants, $120M 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 953959553.

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.