Defined Benefit (Pension) · DOL Form 5500 · 2023

Hamilton Beach Brands, Inc. Pension Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
42
Participants Small participant base
77th
Percentile by assets National rank
$598,950
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

$25M in assets, 42 participants

Hamilton Beach Brands, Inc.'s The Hamilton Beach Brands, Inc. Pension Plan reported $25M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,653 in Manufacturing (18,722 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, $25M for 42 participants (~$598,950/participant), down 4.3% in 2023.

#12,653
in Manufacturing (18,722 peers)
-4.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $856K 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 2023 · DOL Form 5500

$25,155,906 Top 23% higher than 77% of 127,068 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 2023

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

Plan-year 2023 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 (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Hamilton Beach Brands, Inc. Pension Plan reported net income rose from -$7M in the plan year 2022 filing to -$856K in the plan year 2023 filing.
  • The Hamilton Beach Brands, Inc. Pension Plan reported participants fell from 53 in the plan year 2022 filing to 42 in the plan year 2023 filing.
  • The Hamilton Beach Brands, Inc. Pension Plan end-of-year assets fell from $26M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953959553 · Hamilton Beach Brands, Inc. PY 2023 · Defined Benefit (Pension)

The Hamilton Beach Brands, Inc. Pension Plan · $25M · 42 · 77th

  • PART $25M
  • PART 42
  • PART 77th
  • PART Defined Benefit (Pension)
  • PART near Novelis Fairmont Hourly Pension Plan
  • PART ind #12653

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

Edw. C. Levy Co. Hourly Employees' Retirement Income PlanEdw. C. Levy Co. Hourly Empl…$25MGcc Dacotah, Inc. Defined Benefit Pension PlanGcc Dacotah, Inc. Defined Be…$25MBricklayers & Allied Craftworkers Local No 3 Ny Niagara Falls-Buffalo Chapter Pension PlanBricklayers & Allied Craftwo…$25MThe Hamilton Beach Brands, Inc. Pension PlanThe Hamilton Beach Brands, I…$25MNovelis Fairmont Hourly Pension PlanNovelis Fairmont Hourly Pens…$25M
End-of-year total assets ($M) among The Hamilton Beach Brands, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$25M
Net Income-$856K
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 -50510152025 Total assets ($B) Participants The Hamilton Beach Brands, Inc. Pension Plan, Total assets ($B): 0.025155906 · Participants: 42The Hamilton Beach Brands, Inc. Pension PlanNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
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 Novelis Fairmont Hourly Pension Plan in GA ($25M); by covered participants it is American Textile Maintenance Company Employees Cash Balance Pension Plan in CA (42 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. 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 2023? ▼
The Hamilton Beach Brands, Inc. Pension Plan edged down modestly - down 4.3% during 2023, from $26M to $25M. Reported net income was -$856K.
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 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Novelis Fairmont Hourly Pension Plan in GA ($25M, 79 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 American Textile Maintenance Company Employees Cash Balance Pension Plan in CA (42 participants, $6K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.