HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
HYSTER-YALE GROUP, INC.
This Defined Benefit (Pension) plan holds $48M in total assets and serves 245 participants as of 2023. It is sponsored by HYSTER-YALE GROUP, INC. in Ohio. The plan reported a net loss of $569K for the year.
What the Filing Says About HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN
HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by HYSTER-YALE GROUP, INC., headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $48M in total end-of-year assets and covers 245 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 930160700, and the plan has been effective since 1986-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $49M at the beginning of 2023 to $48M at year-end — a decline of 1.2%. Net assets (after liabilities) closed the year at $48M, with reported net income of $-569,209 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $49M |
| Total Assets (End of Year) | $48M |
| Net Assets (End of Year) | $48M |
| Net Income | $-569,209 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 930160700 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (HYSTER-YALE GROUP, INC.)
| 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.
- FIRSTENERGY CORP. MASTER PENSION PLAN $7.1B · 12,304
- NATIONWIDE RETIREMENT PLAN $5.3B · 22,311
- AMERICAN ELECTRIC POWER SYSTEM RETIREMENT PLAN $4.5B · 15,595
- PARKER DEFINED BENEFIT PLAN $3.7B · 191
- PENSION PLAN FOR EATON CORPORATION EMPLOYEES $2.6B · 8,916
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN? ▼
What type of plan is HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN? ▼
Who sponsors the HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN? ▼
How did HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN perform in 2023? ▼
Where can I find official filings for HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN? ▼
How does HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.