Defined Benefit (Pension) · DOL Form 5500 · 2022

Hamilton Beach Brands, Inc. Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
53
Participants Small participant base
81st
Percentile by assets National rank
$496,122
Avg per participant High balance/head
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Official DOL plan name: The Hamilton Beach Brands, Inc. Pension Plan · Sponsored by Hamilton Beach Brands, Inc. · Virginia · Manufacturing

$26M in assets, 53 participants

Hamilton Beach Brands, Inc.'s The Hamilton Beach Brands, Inc. Pension Plan reported $26M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #15,101 in Manufacturing (20,602 peers)

Where The Hamilton Beach Brands, Inc. Pension Plan sits by assets

The Hamilton Beach Brands, Inc. Pension Plan sits in the top quartile of all filed plans by assets, $26M for 53 participants (~$496,122/participant), down 20.4% in 2022.

#15,101
in Manufacturing (20,602 peers)
-20.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Hamilton Beach Brands, Inc. Pension Plan's outsized position by total assets

The Hamilton Beach Brands, Inc. Pension Plan vs every filed plan by assets

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

$26,294,477 Top 19% higher than 81% 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

The Hamilton Beach Brands, Inc. Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Hamilton Beach Brands, Inc. Pension Plan is a small filing (53 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 953959553 · Hamilton Beach Brands, Inc. PY 2022 · Defined Benefit (Pension)

The Hamilton Beach Brands, Inc. Pension Plan · $26M · 53 · 81st

  • SCH $26M
  • SCH 53
  • SCH 81st
  • SCH Defined Benefit (Pension)
  • SCH near Carpenters Local Union No. 345 Pension Fund
  • SCH ind #15101

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 →

The Hamilton Beach Brands, Inc. Pension Plan in the asset neighbourhood

The Retirement Income Plan of the Corporation of Fine Arts MuseumsThe Retirement Income Plan o…$26MRogers Corporation Employees' Pension PlanRogers Corporation Employees…$26MThe Hamilton Beach Brands, Inc. Pension PlanThe Hamilton Beach Brands, I…$26MCarpenters Local Union No. 345 Pension FundCarpenters Local Union No. 3…$26MBankers Pension Plan and Trust, 1975Bankers Pension Plan and Tru…$26M
End-of-year total assets ($M) among The Hamilton Beach Brands, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$26M
Net Income-$7M
Employer EIN953959553
Plan Effective Date2013-01-01
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 Defined Benefit (Pension) Plans in Virginia

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

The Hamilton Beach Brands, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants The Hamilton Beach Brands, Inc. Pension Plan, Total assets ($B): 0.026294477 · Participants: 53The Hamilton Beach Brands, Inc. Pension PlanNorthrop Grumman Pension Plan, Total assets ($B): 18.331391337 · Participants: 14867Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 9.385168374 · Participants: 54531Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.061267673 · Participants: 7799Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 7.265847838 · Participants: 12832Dominion Energy Pension PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 7.155241333 · Participants: 61068Sheet Metal Workers' National Pension Fund
The Hamilton Beach Brands, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare The Hamilton Beach Brands, Inc. Pension Plan side-by-side with 3 peers →

The Hamilton Beach Brands, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Carpenters Local Union No. 345 Pension Fund in TN ($26M); by covered participants it is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (53 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 The Hamilton Beach Brands, Inc. Pension Plan assets move in 2022? ▼
The Hamilton Beach Brands, Inc. Pension Plan declined sharply - down 20.4% during 2022, from $33M to $26M. Reported net income was -$7M.
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 The Hamilton Beach Brands, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
The Hamilton Beach Brands, Inc. Pension Plan ranks in the 81st 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 The Hamilton Beach Brands, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carpenters Local Union No. 345 Pension Fund in TN ($26M, 52 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Hamilton Beach Brands, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (53 participants, $457M 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.