Hyster-Yale Group, Inc. Profit Sharing Retirement 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. Profit Sharing Retirement Plan is a benefit plan reported by Hyster-Yale Group, Inc. under EIN 93-0160700 and plan number 013. The latest loaded filing year is 2023. The filing reports 4,664 participants and $868,158,607 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hyster-Yale Group, Inc.
EIN
93-0160700
Plan number
013
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
Participants
4,664
End-of-year plan assets
$868,158,607

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,664H, C20241014165003NAL0027904561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$868,158,607
Total liabilities (EOY)
$0
Net assets (EOY)
$868,158,607
Net assets (BOY)
$746,740,808

Income & contributions

Employer contributions
$29,145,940
Participant contributions
$26,388,864
Total contributions
$56,402,122
Total income / additions
$181,256,991

Expenses & distributions

Benefits paid
$59,372,300
Administrative expenses
$466,763
Total expenses
$59,839,192
Net increase / (decrease)
$121,417,799

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group, Inc.NONE$356,669$02023
Vanguard Advisers IncNONE$80,450not reported in the loaded dataset2023
Crowe LlpNONE$29,644not reported in the loaded dataset2023

Related Form 5500 pages