401(k) · DOL Form 5500 · 2024
Hyster-Yale Materials Handling, Inc. 401(k) Plan
Data updated 2026-08-25
- $967M
- Total assets Above avg plan size
- 3,494
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $276,652
- Avg per participant High balance/head
Official DOL plan name: The Hyster-Yale Materials Handling, Inc. Profit Sharing Retirement Plan · Sponsored by Hyster-Yale Materials Handling, Inc. · Ohio · Manufacturing
$967M in assets, 3,494 participants
Hyster-Yale Materials Handling, Inc.'s The Hyster-Yale Materials Handling, Inc. Profit Sharing Retirement Plan reported $967M in total assets and 3,494 participants in its 2024 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.
- #17,294 in Manufacturing (17,777 peers)
Coverage in Ohio
The Hyster-Yale Materials Handling, Inc. Profit Sharing Retirement Plan covers 3,494 participants in Ohio, 4.6x the typical Ohio plan (state average ~765 per filing). Assets: $967M.
- #17,294
- in Manufacturing (17,777 peers)
- +11.3%
- assets growth YoY
- 9.7×
- vs typical plan assets (national mean)
The Hyster-Yale Materials Handling, Inc. Profit Sharing Retirement Plan's outsized position by total assets
The Hyster-Yale Materials Handling, Inc. Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$966,622,979 Top 2% higher than 98% of 123,620 filed plans
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. Profit Sharing Retirement Plan's large-plan peer group by participant 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. Profit Sharing Retirement Plan lands in the large band (3,494 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Hyster-Yale Materials Handling, Inc. Profit Sharing Retirement Plan reported net income fell from $121M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- The Hyster-Yale Materials Handling, Inc. Profit Sharing Retirement Plan end-of-year assets rose from $868M in the plan year 2023 filing to $967M in the plan year 2024 filing.
- The Hyster-Yale Materials Handling, Inc. Profit Sharing Retirement Plan reported participants rose from 3,190 in the plan year 2023 filing to 3,494 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 930160700 · Hyster-Yale Materials Handling, Inc. PY 2024 · 401(k)
The Hyster-Yale Materials Handling, Inc. Profit Sharing Retirement Plan · $967M · 3,494 · 98th
- EOY $967M
- EOY 3,494
- EOY 98th
- EOY 401(k)
- EOY near Harley-Davidson Retirement Savings Plan for Salaried Employees
- EOY ind #17294
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. Profit Sharing Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $868M |
|---|---|
| Net Assets (End of Year) | $967M |
| Net Income | $98M |
| Employer EIN | 930160700 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING 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
| 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.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
The Hyster-Yale Materials Handling, 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 Harley-Davidson Retirement Savings Plan for Salaried Employees in WI ($967M); by covered participants it is Twilio 401(k) Plan in CA (3,492 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($967M here).
- Harley-Davidson Retirement Savings Plan for Salaried Employees (WI) $967M · 2,825
- Tiffany & Company Employee P/S & Retirement Savings Plan (NY) $966M · 5,092
- Southern California Permanente Medical Group Tax Savings Retirement Plan (CA) $965M · 12,922
- One Gas, Inc. 401(k) Plan (OK) $968M · 3,860
Similar participant headcount
Nearest other-state filings by covered participants (3,494 participants); asset peers above are excluded.
- Twilio 401(k) Plan (CA) 3,492 · 2 off
- Richemont North America, Inc. Retirement Plan (CT) 3,496 · 2 off
- Premera 401(k) Savings Plan (WA) 3,497 · 3 off
- Alaska Airlines, Inc. Pilots Investment and Savings Plan (WA) 3,490 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.