401(k) · DOL Form 5500 · 2024

Hamilton Beach Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$202M
Total assets Near avg plan size
524
Participants Below avg headcount
94th
Percentile by assets National rank
$385,310
Avg per participant High balance/head
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Official DOL plan name: Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) · Sponsored by Hamilton Beach Brands, Inc. · Virginia · Manufacturing

$202M in assets, 524 participants

Hamilton Beach Brands, Inc.'s Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) reported $202M in total assets and 524 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,236 in Manufacturing (17,777 peers)

Where Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) sits by assets

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) sits in the top 10% of all filed plans by assets, $202M for 524 participants (~$385,310/participant), up 7.8% in 2024.

#16,236
in Manufacturing (17,777 peers)
+7.8%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k))'s outsized position by total assets

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) vs every filed plan by assets

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

$201,902,610 Top 6% higher than 94% 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

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) 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. Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) sits mid-pack in the medium band (524 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) reported net income fell from $20M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) end-of-year assets rose from $187M in the plan year 2023 filing to $202M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 953959553 · Hamilton Beach Brands, Inc. PY 2024 · 401(k)

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) · $202M · 524 · 94th

  • NET $202M
  • NET 524
  • NET 94th
  • NET 401(k)
  • NET near Nuclear Management Company, LLC Nmc Savings and Retirement Plan
  • NET ind #16236

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 →

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) in the asset neighbourhood

Mavis Tire Supply LLC 401(k) PlanMavis Tire Supply LLC 401(k)…$202MLactalis American Group, Inc. Retirement PlanLactalis American Group, Inc…$202MHamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k))Hamilton Beach Brands, Inc. …$202MNuclear Management Company, LLC Nmc Savings and Retirement PlanNuclear Management Company, …$202MCentral California Faculty Medical Group, Inc. 401(k) Profit Sharing PlanCentral California Faculty M…$202M
End-of-year total assets ($M) among Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$187M
Net Assets (End of Year)$202M
Net Income$15M
Employer EIN953959553
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hamilton Beach Brands, Inc.)

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

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)), Total assets ($B): 0.20190261 · Participants: 524Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k))Northrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) side-by-side with 3 peers →

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k))'s out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Nuclear Management Company, LLC Nmc Savings and Retirement Plan in MN ($202M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (524 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (524 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 Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) assets move in 2024? ▼
Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) grew at a solid clip - up 7.8% during 2024, from $187M to $202M. Reported net income was $15M.
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.
Where does Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) rank by assets among Form 5500 filers? ▼
Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k))? ▼
Among 401(k) plans in other states, the closest by assets is Nuclear Management Company, LLC Nmc Savings and Retirement Plan in MN ($202M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k))? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (524 participants, $5M 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.