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Original filing (PDF)20251015214624NAL0005649041001
HYSTER-YALE MATERIALS HANDLING, INC.
Form 5500
FILING_RECEIVED
THE HYSTER-YALE MATERIALS HANDLING, INC. PROFIT SHARING RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,467
Accounts w/ balance
4,823
Plan assets (EOY)
$966.6M
Net assets (EOY)
$966.6M
How this plan invests
This plan
14 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYSTER-YALE MATERIALS HANDLING, INC..
Plan sponsor
Name
HYSTER-YALE MATERIALS HANDLING, INC.
EIN
93-0160700
Address
5875 LANDERBROOK DRIVE, SUITE 300 · CLEVELAND, OH · 44124
Phone
(252) 561-5301
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
013
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $377K | — |
| VANGUARD ADVISERS INC | 23-2811930 | — | NONE | $96K | — |
| CROWE LLP | 35-0921680 | — | NONE | $29K | — |
Investments
14 direct securities · 14 pooled funds· $943.1M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$437.5M
13 holdings
Common Collective Trust
$390.7M
14 holdings
Mutual Funds
$114.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Institutional Index Fund | — | — | — | $126.9M | 13.1% | |
| s * Vanguard Group Vanguard PRIMECAP Fund Admiral Shares | Mutual Funds | — | — | $114.9M | 11.9% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $93.6M | 9.7% | |
| Institutional Shares * Vanguard Group Vanguard Total Bond Market Index Fund Institutional Shares | — | — | — | $48.0M | 5.0% | |
| TARGET RETIREMENT 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $46.7M | 4.8% | |
| Vanguard Group Vanguard Wellington Fund Admiral Shares | — | — | — | $45.6M | 4.7% | |
| TARGET RETIREMENT 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $44.0M | 4.6% | |
| Vanguard Group Vanguard US Growth Fund Admiral Shares | — | — | — | $37.5M | 3.9% | |
| TARGET RETIREMENT 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $37.3M | 3.9% | |
| TARGET RETIREMENT 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $36.1M | 3.7% | |
| Vanguard Group Vanguard Explorer Fund Admiral Shares | — | — | — | $35.5M | 3.7% | |
| TARGET RETIREMENT 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $31.2M | 3.2% | |
| Vanguard Group Vanguard Windsor Fund Admiral Shares | — | — | — | $29.4M | 3.0% | |
| TARGET RETIREMENT 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $26.9M | 2.8% | |
| Vanguard Group Vanguard Extended Market Index Fund Institutional Shares | — | — | — | $26.8M | 2.8% | |
| Vanguard Group Vanguard International Growth Fund Admiral Shares | — | — | — | $26.3M | 2.7% | |
| Vanguard Group Vanguard International Stock Index Fund Admiral Shares | — | — | — | $22.8M | 2.4% | |
| TARGET RETIREMENT 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $20.3M | 2.1% | |
| VFTC RETIREMENT INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $18.2M | 1.9% | |
| TARGET RETIREMENT 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $18.0M | 1.9% | |
| Vanguard Group Vanguard Windsor II Fund Admiral Shares | — | — | — | $12.7M | 1.3% | |
| TARGET RETIREMENT 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $12.3M | 1.3% | |
| Vanguard Group Vanguard International Bond Index Fund Institutional Shares | — | — | — | $11.7M | 1.2% | |
| Participants maturity dates through 2034 | — | — | — | $7.2M | 0.7% | |
| Vanguard Group Vanguard Cash Reserves Federal Money Market Fund Admiral Shares | — | — | — | $7.2M | 0.7% | |
| TARGET RETIREMENT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.2M | 0.5% | |
| TARGET RETIREMENT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $547K | <0.1% | |
| TARGET RETIREMENTINCOME AND GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $366K | <0.1% |