401(k) · DOL Form 5500 · 2023

Hyster-Yale Group, Inc. 401(k) Plan

Data updated 2026-08-25

$868M
Total assets Above avg plan size
3,190
Participants Above avg headcount
98th
Percentile by assets National rank
$272,150
Avg per participant High balance/head
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Official DOL plan name: Hyster-Yale Group, Inc. Profit Sharing Retirement Plan · Sponsored by Hyster-Yale Group, Inc. · Ohio · Manufacturing

$868M in assets, 3,190 participants

Hyster-Yale Group, Inc.'s Hyster-Yale Group, Inc. Profit Sharing Retirement Plan reported $868M in total assets and 3,190 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #18,203 in Manufacturing (18,722 peers)

Coverage in Ohio

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan covers 3,190 participants in Ohio, 4.2x the typical Ohio plan (state average ~765 per filing). Assets: $868M.

#18,203
in Manufacturing (18,722 peers)
+16.3%
assets growth YoY
8.7×
vs typical plan assets (national mean)

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan's outsized position by total assets

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$868,158,607 Top 2% higher than 98% 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

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hyster-Yale Group, Inc. Profit Sharing Retirement Plan lands in the large band (3,190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hyster-Yale Group, Inc. Profit Sharing Retirement Plan reported net income rose from -$152M in the plan year 2022 filing to $121M in the plan year 2023 filing.
  • Hyster-Yale Group, Inc. Profit Sharing Retirement Plan end-of-year assets rose from $747M in the plan year 2022 filing to $868M in the plan year 2023 filing.
  • Hyster-Yale Group, Inc. Profit Sharing Retirement Plan reported participants fell from 3,271 in the plan year 2022 filing to 3,190 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930160700 · Hyster-Yale Group, Inc. PY 2023 · 401(k)

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan · $868M · 3,190 · 98th

  • PART $868M
  • TYPE 3,190
  • NET 98th
  • BOOK 401(k)
  • VS-ST near Locke Lord LLP Retirement Savings Plan
  • BOY ind #18203

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. Profit Sharing Retirement Plan in the asset neighbourhood

Chemours Company Retirement Savings PlanChemours Company Retirement …$870MLocke Lord LLP Retirement Savings PlanLocke Lord LLP Retirement Sa…$868MHyster-Yale Group, Inc. Profit Sharing Retirement PlanHyster-Yale Group, Inc. Prof…$868MSaint Francis Health System, Inc. 401(k) Savings PSaint Francis Health System,…$867MLouisiana Children's Medical Center Retirement and Savings PlanLouisiana Children's Medical…$867M
End-of-year total assets ($M) among Hyster-Yale Group, Inc. Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$747M
Net Assets (End of Year)$868M
Net Income$121M
Employer EIN930160700
Plan Effective Date1984-04-01
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 401(k) Plans in Ohio

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

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Hyster-Yale Group, Inc. Profit Sharing Retirement Plan, Total assets ($B): 0.868158607 · Participants: 3190Hyster-Yale Group, Inc. Profit Sharing Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Hyster-Yale Group, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Hyster-Yale Group, Inc. Profit Sharing Retirement Plan side-by-side with 3 peers →

Hyster-Yale Group, Inc. Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Locke Lord LLP Retirement Savings Plan in TX ($868M); by covered participants it is Consolidated Communications, Inc. 401(k) Plan in TX (3,190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,190 participants); asset peers above are excluded.

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 Hyster-Yale Group, Inc. Profit Sharing Retirement Plan assets move in 2023? ▼
Hyster-Yale Group, Inc. Profit Sharing Retirement Plan grew sharply - up 16.3% during 2023, from $747M to $868M. Reported net income was $121M.
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. Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Hyster-Yale Group, Inc. Profit Sharing Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Hyster-Yale Group, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Locke Lord LLP Retirement Savings Plan in TX ($868M, 995 participants).
Which 401(k) plans cover a similar participant headcount to Hyster-Yale Group, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consolidated Communications, Inc. 401(k) Plan in TX (3,190 participants, $1.1B 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 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.