Defined Benefit (Pension) · DOL Form 5500 · 2024

Hyster-Yale Materials Handling, Inc. Pension Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
225
Participants Below avg headcount
83rd
Percentile by assets National rank
$199,977
Avg per participant Above avg balance/head
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Official DOL plan name: The Hyster-Yale Materials Handling, Inc. Combined Pension Plan · Sponsored by Hyster-Yale Materials Handling, Inc. · Ohio · Manufacturing

$45M in assets, 225 participants

Hyster-Yale Materials Handling, Inc.'s The Hyster-Yale Materials Handling, Inc. Combined Pension Plan reported $45M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #13,491 in Manufacturing (17,777 peers)

Coverage in Ohio

The Hyster-Yale Materials Handling, Inc. Combined Pension Plan covers 225 participants in Ohio, about 29% of the average Ohio filer (state average ~765 per filing). Assets: $45M.

#13,491
in Manufacturing (17,777 peers)
-6.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

The Hyster-Yale Materials Handling, Inc. Combined Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$44,994,865 Top 17% higher than 83% of 123,620 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 2024

The Hyster-Yale Materials Handling, Inc. Combined Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Hyster-Yale Materials Handling, Inc. Combined Pension Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Hyster-Yale Materials Handling, Inc. Combined Pension Plan reported net income fell from -$569K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • The Hyster-Yale Materials Handling, Inc. Combined Pension Plan reported participants fell from 245 in the plan year 2023 filing to 225 in the plan year 2024 filing.
  • The Hyster-Yale Materials Handling, Inc. Combined Pension Plan end-of-year assets fell from $48M in the plan year 2023 filing to $45M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930160700 · Hyster-Yale Materials Handling, Inc. PY 2024 · Defined Benefit (Pension)

The Hyster-Yale Materials Handling, Inc. Combined Pension Plan · $45M · 225 · 83rd

  • PART $45M
  • TYPE 225
  • NET 83rd
  • BOOK Defined Benefit (Pension)
  • VS-ST near Plumbers Local Union No. 17 Pension Plan
  • BOY ind #13491

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 →

The Hyster-Yale Materials Handling, Inc. Combined Pension Plan in the asset neighbourhood

The Stride Rite Corporation Retirement Income PlanThe Stride Rite Corporation …$45MPlumbers Local Union No. 17 Pension PlanPlumbers Local Union No. 17 …$45MThe Hyster-Yale Materials Handling, Inc. Combined Pension PlanThe Hyster-Yale Materials Ha…$45MPension Plan for the Employees of Heat and Control, Inc.Pension Plan for the Employe…$45MKing Abdullah University of Science & Technology Retirement PlanKing Abdullah University of …$45M
End-of-year total assets ($M) among The Hyster-Yale Materials Handling, Inc. Combined Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$45M
Net Income-$3M
Employer EIN930160700
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hyster-Yale Materials Handling, Inc.)

Sponsor-wide plan assets over time

All Hyster-Yale Materials Handling, 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.

The Hyster-Yale Materials Handling, Inc. Combined Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants The Hyster-Yale Materials Handling, Inc. Combined Pension Plan, Total assets ($B): 0.044994865 · Participants: 225The Hyster-Yale Materials Handling, Inc. Combined Pension PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
The Hyster-Yale Materials Handling, Inc. Combined Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare The Hyster-Yale Materials Handling, Inc. Combined Pension Plan side-by-side with 3 peers →

The Hyster-Yale Materials Handling, 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 Plumbers Local Union No. 17 Pension Plan in TN ($45M); by covered participants it is National Fuel Gas Company Retirement Plan in NY (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Hyster-Yale Materials Handling, Inc. Combined Pension Plan assets move in 2024? ▼
The Hyster-Yale Materials Handling, Inc. Combined Pension Plan pulled back noticeably - down 6.2% during 2024, from $48M to $45M. Reported net income was -$3M.
How have Hyster-Yale Materials Handling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hyster-Yale Materials Handling, Inc.'s sponsor-wide assets grew 27.2%, from $795M to $1.0B.
Where does The Hyster-Yale Materials Handling, Inc. Combined Pension Plan rank by assets among Form 5500 filers? ▼
The Hyster-Yale Materials Handling, Inc. Combined Pension Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Hyster-Yale Materials Handling, Inc. Combined Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers Local Union No. 17 Pension Plan in TN ($45M, 360 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Hyster-Yale Materials Handling, Inc. Combined Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Fuel Gas Company Retirement Plan in NY (225 participants, $861M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.