Employers › Nacco Materials Handling Group
Recordkeeping fees per participant · The Hyster-yale Materials Handling, Inc. Profit Sharing Retirement Plan · plan year 2024
$60.31
Higher than 65% of the 1,697 plans $250M to 1B that report it.
= $290,878 / 4,823
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015214624NAL0005649041001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015214624NAL0005649041001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$84.17
Higher than 66% of the 2,324 plans $250M to 1B that report it.
= $405,963 / 4,823
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015214624NAL0005649041001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015214624NAL0005649041001, received 2025-10-15
Administrative expenses per participant
$104.14
Higher than 62% of the 2,405 plans $250M to 1B that report it.
= $502,288 / 4,823
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015214624NAL0005649041001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015214624NAL0005649041001, received 2025-10-15
Administrative expenses as a share of assets
0.052%
Higher than 34% of the 2,407 plans $250M to 1B that report it.
= $502,288 / $966,622,979
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015214624NAL0005649041001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015214624NAL0005649041001, received 2025-10-15
Employer contributions per participant
$6,804
Higher than 85% of the 2,457 plans $250M to 1B that report it.
= $32,813,954 / 4,823
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015214624NAL0005649041001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015214624NAL0005649041001, received 2025-10-15
Employer share of total contributions
51.5%
Higher than 92% of the 2,459 plans $250M to 1B that report it.
= $32,813,954 / $63,727,143
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015214624NAL0005649041001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015214624NAL0005649041001, received 2025-10-15
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015214624NAL0005649041001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HYSTER-YALE MATERIALS HANDLING, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Plan name | THE HYSTER-YALE MATERIALS HANDLING, INC. PROFIT SHARING RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Sponsor EIN / plan number | 93-0160700 / 013 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Sponsor location | CLEVELAND, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Industry (business code) | 336990, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Participants, beginning of year | 4,942 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Active participants | 3,467 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Participants, end of year | 4,913 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Participants with an account balance | 4,823 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Total assets, beginning of year | $868,158,607 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Total assets, end of year | $966,622,979 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Net assets, end of year | $966,622,979 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Total income | $168,393,172 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Net income | $98,464,372 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Employer contributions | $32,813,954 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Participant contributions | $29,708,908 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $1,204,281 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Total contributions | $63,727,143 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Benefit payments | $69,423,643 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $69,928,800 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Total administrative expenses | $502,288 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Recordkeeping fees | $290,878 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| IQPA audit fees | $28,570 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Investment advisory and management fees | $96,325 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Administrative expenses excluding investment management | $405,963 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Held in common/collective trusts | $390,708,363 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Held in mutual funds | $545,225,328 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015214624NAL0005649041001, received 2025-10-15 |
| Independent auditor | CROWE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015214624NAL0005649041001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015214624NAL0005649041001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 37 Participant loan processing; 38 Participant communication; 99 Other fees | $377,394 | yes |
| VANGUARD ADVISERS INC | NONE | 26 Investment advisory (participants) | $96,325 | no |
| CROWE LLP | NONE | 10 Accounting (including auditing) | $28,570 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015214624NAL0005649041001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $868,158,607 | $966,622,979 | 11.3% |
| Participants with a balance | 4,848 | 4,823 | -0.5% |
| Administrative expenses | $466,763 | $502,288 | 7.6% |
| Recordkeeping fees per participant | $60.61 | $60.31 | -0.5% |
| Employer contributions | $29,145,940 | $32,813,954 | 12.6% |
Prior filing 20241014165003NAL0027904561001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: HYSTER-YALE MATERIALS HANDLING, INC.; SEC registrant: NACCO MATERIALS HANDLING GROUP INC (CIK 1173519, matched by EIN).