Hamilton Beach Brands 401(k) match, vesting and fees
What Hamilton Beach Brands' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Vanguard Group Inc. | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Hamilton Beach Brands: employer contribution per participant | $4,590 | |
| Peer median | $2,413 |
| Hamilton Beach Brands: average balance | $189,402 | |
| Peer median | $86,456 |
| Hamilton Beach Brands: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $206M at the end of plan year 2021 to $202M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,085 | $202M | $4.9M | $4,590 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 1,057 | $187M | $4M | $3,850 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 1,053 | $167M | $3.3M | $3,130 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 1,050 | $206M | $3.2M | $3,124 | 0.05% | Not published | Form 5500 ↗ |
Other Hamilton Beach Brands plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Hamilton Beach Brands, Inc. Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Vanguard Fiduciary Trust Company | 2024 Schedule C ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Common questions
Does Hamilton Beach Brands match 401(k) contributions?
The match terms for the Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(K)) have not been published from its filing yet. The plan year 2024 filing reports $4.9M in employer contributions, about $4,590 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hamilton Beach Brands 401(k) match vested?
The vesting schedule for the Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(K)) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hamilton Beach Brands 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Vanguard Group Inc.. The plan administrator is Hamilton Beach Brands, Inc..
I left Hamilton Beach Brands. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hamilton Beach Brands, Inc., (804) 273-9777) or the recordkeeper, Vanguard Group Inc.. The Hamilton Beach Brands old 401(k) page lists the contacts from every plan filing. Find an old Hamilton Beach Brands 401(k)
Data from the public Form 5500 annual reports Hamilton Beach Brands filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Hamilton Beach Brands. Not financial advice. Report a correction · Methodology