Hyster-Yale Group, Inc. Combined Pension Plan — Form 5500 plan (Hyster-Yale Group, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hyster-Yale Group, Inc. Combined Pension Plan is a benefit plan reported by Hyster-Yale Group, Inc. under EIN 93-0160700 and plan number 021. The latest loaded filing year is 2023. The filing reports 1,535 participants and $47,964,464 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$48MPlan net assets, end of year$47,964,464
Participants1.5KCovered participants reported1,535
Assets / participant$31.2KComputed: assets ÷ participants$31,247 (computed)
Provider compensation$581.4K3 Schedule C provider row(s)$581,412
- Plan sponsor
- Hyster-Yale Group, Inc.
- EIN
- 93-0160700
- Plan number
- 021
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,535 | H, C | 20241014171032NAL0027947361001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$48M total assets
Net assets$48MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $47,964,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,964,464
- Net assets (BOY)
- $48,533,673
Income & contributions
- Total contributions
- $0
- Total income / additions
- $6,106,863
Expenses & distributions
- Benefits paid
- $5,307,805
- Administrative expenses
- $1,368,267
- Total expenses
- $6,676,072
- Net increase / (decrease)
- -$569,209
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income87%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $464,293 | not reported in the loaded dataset | 2023 |
| Vanguard Fiduciary Trust Company | NONE | $92,601 | $0 | 2023 |
| Crowe Llp | NONE | $24,518 | not reported in the loaded dataset | 2023 |