Defined Benefit (Pension) · DOL Form 5500 · 2024

Hamilton Beach Brands, Inc. Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
22
Participants Small participant base
62nd
Percentile by assets National rank
$614,526
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Hamilton Beach Brands, Inc. Pension Plan · Sponsored by Hamilton Beach Brands, Inc. · Virginia · Manufacturing

$14M in assets, 22 participants

Hamilton Beach Brands, Inc.'s The Hamilton Beach Brands, Inc. Pension Plan reported $14M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #8,801 in Manufacturing (17,777 peers)

Hamilton Beach Brands, Inc. multi-year trail

Hamilton Beach Brands, Inc.'s plans moved +11.4% in assets from 2022 to 2024; this filing shows The Hamilton Beach Brands, Inc. Pension Plan at $14M / 22 participants.

#8,801
in Manufacturing (17,777 peers)
-46.3%
assets change YoY

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Hamilton Beach Brands, Inc. Pension Plan's mid-pack asset rank among Manufacturing and all filers

The Hamilton Beach Brands, Inc. Pension Plan vs every filed plan by assets

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

$13,519,562 Top 38% higher than 62% 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 Hamilton Beach Brands, Inc. Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Hamilton Beach Brands, Inc. Pension Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Hamilton Beach Brands, Inc. Pension Plan reported net income fell from -$856K in the plan year 2023 filing to -$11M in the plan year 2024 filing.
  • The Hamilton Beach Brands, Inc. Pension Plan reported participants fell from 42 in the plan year 2023 filing to 22 in the plan year 2024 filing.
  • The Hamilton Beach Brands, Inc. Pension Plan end-of-year assets fell from $25M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 953959553 · Hamilton Beach Brands, Inc. PY 2024 · Defined Benefit (Pension)

The Hamilton Beach Brands, Inc. Pension Plan · $14M · 22 · 62nd

  • PART $14M
  • PART 22
  • PART 62nd
  • PART Defined Benefit (Pension)
  • PART near The Restated Noncontributory Retirement Plan for Cooperatives
  • PART ind #8801

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 Virginia →

The Hamilton Beach Brands, Inc. Pension Plan in the asset neighbourhood

The New York Community Hospital of Brooklyn, Inc. Employees' Pension PlanThe New York Community Hospi…$14MSpi Pharma, Inc. Pension Plan$14MUnifrax Hourly Defined Benefit Pension PlanUnifrax Hourly Defined Benef…$14MThe Hamilton Beach Brands, Inc. Pension PlanThe Hamilton Beach Brands, I…$14MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$14M
End-of-year total assets ($M) among The Hamilton Beach Brands, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Hamilton Beach Brands, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hamilton Beach Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$215M 11.40226065394257% vs 2022
2024 filing year
$190M$200M$210M$220M 202220232024 $193M $215M ▲ +11.4%
Year Plans Participants Total Assets
2022 2 593 $193M
2023 2 569 $213M
2024 2 546 $215M

Hamilton Beach Brands, Inc. filing trail (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$13M
Net Income-$11M
Employer EIN953959553
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Virginia

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

The Hamilton Beach Brands, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants The Hamilton Beach Brands, Inc. Pension Plan, Total assets ($B): 0.013519562 · Participants: 22The Hamilton Beach Brands, Inc. Pension PlanNorthrop Grumman Pension Plan, Total assets ($B): 18.781759216 · Participants: 12678Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 11.481735153 · Participants: 56633Retirement Security PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 8.902237059 · Participants: 63530Sheet Metal Workers' National Pension FundNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.398702873 · Participants: 6737Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 8.332769083 · Participants: 11758Dominion Energy Pension Plan
The Hamilton Beach Brands, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare The Hamilton Beach Brands, Inc. Pension Plan side-by-side with 3 peers →

The Hamilton Beach Brands, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is The Restated Noncontributory Retirement Plan for Cooperatives in IA ($14M); by covered participants it is Lamesa National Bank Pension Plan in TX (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Hamilton Beach Brands, Inc. Pension Plan assets move in 2024? ▼
The Hamilton Beach Brands, Inc. Pension Plan contracted severely - down 46.3% during 2024, from $25M to $14M. Reported net income was -$11M.
How have Hamilton Beach Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamilton Beach Brands, Inc.'s sponsor-wide assets grew 11.4%, from $193M to $215M.
Which Defined Benefit (Pension) plans are similar in size to The Hamilton Beach Brands, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Restated Noncontributory Retirement Plan for Cooperatives in IA ($14M, 14 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Hamilton Beach Brands, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lamesa National Bank Pension Plan in TX (22 participants, $9M 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 953959553.

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.