Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HYSTER-YALE MATERIALS HANDLING, INC.

This Defined Benefit (Pension) plan holds $45M in total assets and serves 225 participants as of 2024. It is sponsored by HYSTER-YALE MATERIALS HANDLING, INC. in Ohio. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$45M
Participants
225
State
Industry
Manufacturing

What the Filing Says About THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN

THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by HYSTER-YALE MATERIALS HANDLING, INC., headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $45M in total end-of-year assets and covers 225 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 $48M at the beginning of 2024 to $45M at year-end — a decline of 6.2%. Net assets (after liabilities) closed the year at $45M, with reported net income of $-2,969,599 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)$48M
Total Assets (End of Year)$45M
Net Assets (End of Year)$45M
Net Income$-2,969,599
Plan TypeDefined Benefit (Pension)
Employer EIN930160700
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HYSTER-YALE MATERIALS HANDLING, 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.

Frequently Asked Questions

How much money is in the THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN?
As of the 2024 Form 5500 filing, THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN holds $45M in total assets with 225 participants. It is sponsored by HYSTER-YALE MATERIALS HANDLING, INC..
What type of plan is THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN?
THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1986-01-01. The plan is filed with the U.S. Department of Labor under EIN 930160700.
Who sponsors the THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN?
THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN is sponsored by HYSTER-YALE MATERIALS HANDLING, INC., located in Ohio. The sponsor's EIN is 930160700 and the plan operates in the Manufacturing industry.
How did THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN perform in 2024?
THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN declined by 6.2% during 2024, moving from $48M to $45M in total assets. Net income was $-2,969,599.
Where can I find official filings for THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN?
Official Form 5500 filings for THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930160700 or plan name at efast.dol.gov.
How does THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN compare to other plans?
You can compare THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

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.

Data sourced from official public datasets. See our methodology for details.