Find an old Hyster-Yale Materials Handling 401(k)

Who to contact about an account in each of the 2 Hyster-Yale Materials Handling plans, from the filings. Free, no sign-up, no Social Security number.

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

Hyster-Yale Materials Handling, Inc. · Plan 013 · EIN 93-0160700 · Cleveland, OH

Active · plan year 2024 filing401(k)
Plan administratorHyster-Yale Materials Handling, Inc.
5875 Landerbrook Drive, Suite 300, Cleveland, OH 44124
Form 5500 ↗
Recordkeeper (who holds the accounts)Vanguard Group, Inc.Schedule C ↗
Former employees with balances1,163 separated participants still had money in the planForm 5500 ↗

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

Hyster-Yale Materials Handling, Inc. · Plan 021 · EIN 93-0160700 · Cleveland, OH

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorHyster-Yale Materials Handling, Inc.
5875 Landerbrook Drive, Suite 300, Cleveland, OH 44124
Form 5500 ↗
Recordkeeper (who holds the accounts)Vanguard Fiduciary Trust CompanySchedule C ↗
Former employees with balances254 separated participants still had money in the planForm 5500 ↗

Hyster-Yale Materials Handling 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Hyster-Yale Materials Handling 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Hyster-Yale Materials Handling, Inc., (252) 561-5301. The accounts are held by the recordkeeper, Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Hyster-Yale Materials Handling 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (252) 561-5301.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Hyster-Yale Materials Handling and does not hold accounts. Not financial advice. Report a correction