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Employer · plans filed under one EIN

Columbus McKinnon Corporation

Getzville, NY · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$241Mnet assets across plans
2,922participant records1,797 active
$11.9Memployer contributions, latest plan years$6,628 per active record
$215KSchedule C compensation to organisations$73.58 per participant record

Columbus McKinnon Corporation, based in Getzville, New York, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 2,922 participant records and $241M in net assets.

The largest is Columbus McKinnon Corporation Thrift 401(k) Plan, a 401(k) plan with 2,534 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $11.9M and participant contributions $10.2M in the latest plan years; benefits paid were $32.7M. Schedule C compensation reported to service provider organisations totalled $215K.

Combined net assets moved from $66.4M in 2009 to $241M in 2024 (up 262%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Columbus McKinnon Corporation Thrift 401(k) Plan401(k) plan20242,534$238M$93,819$7,481$215K
Columbus McKinnon Corporation Employee Stock Ownership Planemployee stock ownership plan2024388$2.8M$7,275—$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $66.4M2010: $67.3M2011: $62.9M2012: $70.0M2013: $82.5M2014: $87.5M2015: $83.5M2016: $91.3M2017: $107M2018: $99.2M2019: $105M2020: $185M2021: $203M2022: $191M2023: $223M2024: $241M$66.4M$241M20092012201620202024
Combined net assets
2009: 2,7502010: 2,6832011: 2,5362012: 2,5812013: 2,3462014: 2,2562015: 2,1662016: 2,0392017: 1,9912018: 1,9602019: 1,8452020: 2,3712021: 2,5382022: 3,1432023: 3,0862024: 2,9222,7503,1432,92220092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202422,922$241M$11.9M$10.2M
202323,086$223M$6.6M$9.6M
202223,143$191M$3.8M$8.6M
202122,538$203M$3.4M$6.3M
202022,371$185M$2.6M$5.8M
201921,845$105M$3.3M$5.0M
201821,960$99.2M$3.6M$5.1M
201721,991$107M$2.8M$5.0M
201622,039$91.3M$2.5M$3.8M
201522,166$83.5M$2.5M$4.0M
201422,256$87.5M$2.6M$3.9M
201322,346$82.5M$2.8M$3.6M
201222,581$70.0M$2.7M$3.6M
201122,536$62.9M$1.6M$3.8M
201022,683$67.3M$1.1M$3.2M
200922,750$66.4M$827K$3.3M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Investments InstitutionalParticipant loan processing1$151,516
Phillips Lytle LLPConsulting (general); Legal1$40,172
Bonadio & Co., LLPAccounting (including auditing); Other services1$23,300

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Investments Institutional$152K
Phillips Lytle LLP$40K
Bonadio & Co., LLP$23K

Questions and answers

How many retirement plans does Columbus McKinnon Corporation have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Columbus McKinnon Corporation Thrift 401(k) Plan and Columbus McKinnon Corporation Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Columbus McKinnon Corporation contribute to its plans?

$11,910,190 in employer contributions across these plans in their latest plan years, about $6,628 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Investments Institutional, Phillips Lytle LLP and Bonadio & Co., LLP. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.