Hyster-Yale Materials Handling 401(k) and pension plans

Hyster-Yale Materials Handling, Inc., Cleveland, OH. EIN 93-0160700. Annual reports 2009–2024. Also filed as Nacco Materials Handling Group, Inc.; Hyster-Yale Group, Inc.

Hyster-Yale Materials Handling, Inc. has 2 active retirement plans on file. The largest is the The Hyster-Yale Materials Handling, Inc. Profit Sharing Retirement Plan, with 4,913 participants and $967 million in assets in 2024. Vanguard has been its recordkeeper since 2010.

Active plans: 2
Participants: 6,290
Plan assets: $1.0 billion
401(k) recordkeeper: Vanguard
Plans on file: 3
Industry: Manufacturing

All 3 plans

Active plans first

The Hyster-Yale Materials Handling, Inc. Profit Sharing Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 013Employer EIN 93-0160700
Participants (2024): 4,913
Net assets (2024): $967 million
Recordkeeper: Vanguard2010–2024
Plan administrator: Hyster-Yale Materials Handling, Inc.
5875 Landerbrook Drive, Suite 300
Cleveland, OH 44124
(252) 561-5301As filed for 2024
In effect since: April 1, 1984

Earlier sponsors: Nacco Materials Handling Group, Inc. (2009–2014); Hyster-Yale Group, Inc. (2015–2023).

Earlier plan names: Nacco Materials Handling Group, Inc. Profit Sharing Retirement Plan; Hyster-Yale Group, Inc. Profit Sharing Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,913	$967 million	Vanguard
2023	4,938	$868 million	Vanguard
2022	4,662	$747 million	Vanguard
2021	4,633	$899 million	Vanguard
2020	4,462	$819 million	Vanguard
2019	4,983	$768 million	Vanguard
2018	4,516	$637 million	Vanguard
2017	4,175	$658 million	Vanguard
2016	4,057	$562 million	Vanguard
2015	3,951	$531 million	Vanguard
2014	3,785	$533 million	Vanguard
2013	3,644	$504 million	Vanguard
2012	3,609	$425 million	Vanguard
2011	3,592	$384 million	Vanguard
2010	3,353	$380 million	Vanguard
2009	3,272	$361 million	not listed

The Hyster-Yale Materials Handling, Inc. Combined Pension Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 021Employer EIN 93-0160700
Participants (2024): 1,377
Net assets (2024): $45.0 million
Administered by: VanguardEarlier: Acculink (2010)
Plan administrator: Hyster-Yale Materials Handling, Inc.
5875 Landerbrook Drive, Suite 300
Cleveland, OH 44124
(252) 561-5301As filed for 2024
In effect since: January 1, 1986

Plans merged into this one: Hyster-Yale Group, Inc. Pension Plan for Non-Union Employees (2019).

Earlier sponsors: Nacco Materials Handling Group, Inc. (2009–2014); Hyster-Yale Group, Inc. (2015–2023).

Earlier plan names: Nacco Materials Handling Group, Inc. Defined Benefit Plan for Union Employees; Hyster-Yale Group, Inc. Defined Benefit Plan for Union Employees; Hyster-Yale Group, Inc. Combined Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,377	$45.0 million	Vanguard
2023	1,464	$48.0 million	Vanguard
2022	1,535	$48.5 million	Vanguard
2021	1,622	$69.1 million	Vanguard
2020	1,715	$68.7 million	Vanguard
2019	1,786	$66.8 million	Vanguard
2018	731	$27.9 million	Vanguard
2017	765	$32.4 million	Vanguard
2016	785	$30.9 million	Vanguard
2015	799	$31.2 million	Vanguard
2014	825	$35.2 million	Vanguard
2013	986	$38.4 million	not listed
2012	995	$35.4 million	not listed
2011	1,023	$32.0 million	not listed
2010	1,034	$30.9 million	Acculink
2009	1,043	$25.1 million	not listed

Hyster-Yale Group, Inc. Pension Plan for Non-Union Employees

Cash balance pension, frozenMerged

Merged. In 2019 its assets moved to the Hyster-Yale Group, Inc. Defined Benefit Plan for Union Employees, sponsored by Hyster-Yale Materials Handling, Inc. (EIN 93-0160700, plan 021). Accounts moved with them, so that plan is the one to contact.

Plan number: 025Employer EIN 93-0160700
Participants (2018): 1,162
Net assets (2018): $32.7 million
Administered by: Vanguard2014–2019
Plan administrator: Hyster-Yale Group, Inc.
5875 Landerbrook Drive, Suite 300
Cleveland, OH 44124
(440) 449-9667As filed for 2019
In effect since: October 1, 2012

Earlier sponsor: Nacco Materials Handling Group, Inc. (2013–2014).

Earlier plan names: Nacco Materials Handling Group, Inc. Pension Plan for Non-Union Employees.

Year by year, 2013 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	Vanguard
2018	1,162	$32.7 million	Vanguard
2017	1,281	$38.5 million	Vanguard
2016	1,330	$36.8 million	Vanguard
2015	1,368	$37.2 million	Vanguard
2014	1,416	$41.0 million	Vanguard
2013	1,463	$41.3 million	not listed

If you had money in one of these plans

Call Vanguard (investor.vanguard.com), which runs the The Hyster-Yale Materials Handling, Inc. Profit Sharing Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((252) 561-5301). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.