401(k) · DOL Form 5500 · 2023
Hamilton Beach Brands, Inc. 401(k) Plan
Data updated 2026-08-25
- $187M
- Total assets Near avg plan size
- 527
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $355,537
- Avg per participant High balance/head
Official DOL plan name: Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) · Sponsored by Hamilton Beach Brands, Inc. · Virginia · Manufacturing
$187M in assets, 527 participants
Hamilton Beach Brands, Inc.'s Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) reported $187M in total assets and 527 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #17,116 in Manufacturing (18,722 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 10% of all filed plans by assets, $187M for 527 participants (~$355,537/participant), up 12.1% in 2023.
- #17,116
- in Manufacturing (18,722 peers)
- +12.1%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$187,368,222 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) among mid-size filed plans by headcount
Plan-year 2023 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 (527 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) reported net income rose from -$39M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) end-of-year assets rose from $167M in the plan year 2022 filing to $187M in the plan year 2023 filing.
- Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) reported participants fell from 540 in the plan year 2022 filing to 527 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 953959553 · Hamilton Beach Brands, Inc. PY 2023 · 401(k)
Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) · $187M · 527 · 94th
- EBSA $187M
- PART 527
- TYPE 94th
- NET 401(k)
- BOOK near Ega 401(k) Profit Sharing Plan
- VS-ST ind #17116
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $167M |
|---|---|
| Net Assets (End of Year) | $187M |
| Net Income | $20M |
| Employer EIN | 953959553 |
| Plan Effective Date | 1983-11-01 |
| Filing Status | FILING 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
| 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.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
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 Ega 401(k) Profit Sharing Plan in NJ ($187M); by covered participants it is Scale Ai 401(k) Plan in CA (527 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($187M here).
- Ega 401(k) Profit Sharing Plan (NJ) $187M · 350
- Zeus 401(k) Plan (SC) $187M · 1,814
- Chatham Financial Corporation 401(k) Plan (PA) $187M · 569
- Resurgens Orthopaedics 401(k) Retirement Plan (GA) $187M · 945
Similar participant headcount
Nearest other-state filings by covered participants (527 participants); asset peers above are excluded.
- Scale Ai 401(k) Plan (CA) 527 · 0 off
- Cl Enterprises 401(k) Plan (IL) 527 · 0 off
- Oeconnection 401(k) Plan (OH) 527 · 0 off
- Lodge Manufacturing Company Deferred Profit Sharing Plan (TN) 527 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.