Hyster-Yale Materials Handling 401(k) match, vesting and fees
What Hyster-Yale Materials Handling's 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.
| Hyster-Yale Materials Handling: employer contribution per participant | $6,804 | |
| Peer median | $2,413 |
| Hyster-Yale Materials Handling: average balance | $200,419 | |
| Peer median | $86,456 |
| Hyster-Yale Materials Handling: 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 $899M at the end of plan year 2021 to $967M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,913 | $967M | $32.8M | $6,804 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 4,938 | $868M | $29.1M | $6,012 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 4,662 | $747M | $15.9M | $3,474 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 4,633 | $899M | $14M | $3,077 | 0.06% | Not published | Form 5500 ↗ |
Other Hyster-Yale Materials Handling plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Hyster-Yale Materials Handling, Inc. Combined 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 | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Hyster-Yale Materials Handling match 401(k) contributions?
The match terms for the The Hyster-Yale Materials Handling, Inc. Profit Sharing Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $32.8M in employer contributions, about $6,804 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hyster-Yale Materials Handling 401(k) match vested?
The vesting schedule for the The Hyster-Yale Materials Handling, Inc. Profit Sharing Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hyster-Yale Materials Handling 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Vanguard Group, Inc.. The plan administrator is Hyster-Yale Materials Handling, Inc..
I left Hyster-Yale Materials Handling. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hyster-Yale Materials Handling, Inc., (252) 561-5301) or the recordkeeper, Vanguard Group, Inc.. The Hyster-Yale Materials Handling old 401(k) page lists the contacts from every plan filing. Find an old Hyster-Yale Materials Handling 401(k)
Data from the public Form 5500 annual reports Hyster-Yale Materials Handling filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Hyster-Yale Materials Handling. Not financial advice. Report a correction · Methodology