401(k) · DOL Form 5500 · 2024

Hamilton Beach Brands, Inc. 401(k) Plan

Data updated 2026-08-11

$202M
Total assets: 524
Participants: 94th
Percentile by assets: $385,310
Avg per participant

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.

94th percentile by assets (of 123,622 plans)
#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.

$202M
total plan assets (2024 EOY): 524
covered participants: 94th
percentile by assets (of 123,622 plans): $385,310
avg assets per participant

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

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)) 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 →

State

Virginia

Industry

Manufacturing

Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) vs the 2024 asset distribution

By assets, Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$187M
Net Assets (End of Year)	$202M
Net Income	$15M
Employer EIN	953959553
Plan Effective Date	1983-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hamilton Beach Brands, Inc.)

Total plan assets by year, all Hamilton Beach Brands, Inc. plans on file

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

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

Compare Hamilton Beach Brands, Inc. Employees' R… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) by total assets, not by location.

Nuclear Management Company, LLC Nmc Savings and Retirement Plan (MN) $202M · 246
Central California Faculty Medical Group, Inc. 401(k) Profit Sharing Plan (CA) $202M · 609
Lactalis American Group, Inc. Retirement Plan (NY) $202M · 1,726
Mavis Tire Supply LLC 401(k) Plan (NY) $202M · 10,787

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).

Next read for Hamilton Beach Brands, Inc. Employees' R…

Scale reading

Ways to act on Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k))'s numbers.

By total assets, Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(k)) ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
Hamilton Beach Brands, Inc.'s sponsor-wide assets have grown 11.4% since 2022 across 3 plan years on file. More Manufacturing plans

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.