Defined Benefit (Pension) · DOL Form 5500 · 2023

Hyster-Yale Group, Inc. Pension Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
245
Participants Below avg headcount
85th
Percentile by assets National rank
$195,773
Avg per participant Above avg balance/head
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Official DOL plan name: Hyster-Yale Group, Inc. Combined Pension Plan · Sponsored by Hyster-Yale Group, Inc. · Ohio · Manufacturing

$48M in assets, 245 participants

Hyster-Yale Group, Inc.'s Hyster-Yale Group, Inc. Combined Pension Plan reported $48M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,705 in Manufacturing (18,722 peers)

Coverage in Ohio

Hyster-Yale Group, Inc. Combined Pension Plan covers 245 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $48M.

#14,705
in Manufacturing (18,722 peers)
-1.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $569K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hyster-Yale Group, Inc. Combined Pension Plan's outsized position by total assets

Hyster-Yale Group, Inc. Combined Pension Plan vs every filed plan by assets

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

$47,964,464 Top 15% higher than 85% 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. Combined Pension Plan 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. Hyster-Yale Group, Inc. Combined Pension Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hyster-Yale Group, Inc. Combined Pension Plan reported net income rose from -$21M in the plan year 2022 filing to -$569K in the plan year 2023 filing.
  • Hyster-Yale Group, Inc. Combined Pension Plan reported participants fell from 298 in the plan year 2022 filing to 245 in the plan year 2023 filing.
  • Hyster-Yale Group, Inc. Combined Pension Plan end-of-year assets fell from $49M in the plan year 2022 filing to $48M 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 · Defined Benefit (Pension)

Hyster-Yale Group, Inc. Combined Pension Plan · $48M · 245 · 85th

  • SCH $48M
  • SCH 245
  • SCH 85th
  • SCH Defined Benefit (Pension)
  • SCH near National Service Industries Pension Plan B
  • SCH ind #14705

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. Combined Pension Plan in the asset neighbourhood

Gerdau Macsteel Pension Plan$48MHyster-Yale Group, Inc. Combined Pension PlanHyster-Yale Group, Inc. Comb…$48MNational Service Industries Pension Plan BNational Service Industries …$48MSouthern Star Retirement Plan (Non-Union)Southern Star Retirement Pla…$48MJust Born, Inc. Employees Pension PlanJust Born, Inc. Employees Pe…$48M
End-of-year total assets ($M) among Hyster-Yale Group, Inc. Combined Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$48M
Net Income-$569K
Employer EIN930160700
Plan Effective Date1986-01-01
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 Defined Benefit (Pension) Plans in Ohio

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

Hyster-Yale Group, Inc. Combined Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Hyster-Yale Group, Inc. Combined Pension Plan, Total assets ($B): 0.047964464 · Participants: 245Hyster-Yale Group, Inc. Combined Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Hyster-Yale Group, Inc. Combined Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Hyster-Yale Group, Inc. Combined Pension Plan side-by-side with 3 peers →

Hyster-Yale Group, Inc. Combined Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is National Service Industries Pension Plan B in CA ($48M); by covered participants it is Plumbers and Pipefitters Local Union 553 Pension Plan in IL (245 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (245 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. Combined Pension Plan assets move in 2023? ▼
Hyster-Yale Group, Inc. Combined Pension Plan edged down modestly - down 1.2% during 2023, from $49M to $48M. Reported net income was -$569K.
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. Combined Pension Plan rank by assets among Form 5500 filers? ▼
Hyster-Yale Group, Inc. Combined Pension Plan ranks in the 85th 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 Hyster-Yale Group, Inc. Combined Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Service Industries Pension Plan B in CA ($48M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hyster-Yale Group, Inc. Combined Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers and Pipefitters Local Union 553 Pension Plan in IL (245 participants, $54M 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.