ESOP · DOL Form 5500 · 2023

Columbus Mckinnon Corporation ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
248
Participants Below avg headcount
52nd
Percentile by assets National rank
$29,171
Avg per participant Low balance/head
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Official DOL plan name: Columbus Mckinnon Corporation Employee Stock Ownership Plan · Sponsored by Columbus Mckinnon Corporation · North Carolina · Manufacturing

$7M in assets, 248 participants

Columbus Mckinnon Corporation's Columbus Mckinnon Corporation Employee Stock Ownership Plan reported $7M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,762 in Manufacturing (18,722 peers)

Coverage in North Carolina

Columbus Mckinnon Corporation Employee Stock Ownership Plan covers 248 participants in North Carolina, about 30% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#6,762
in Manufacturing (18,722 peers)
+4.5%
assets growth YoY

Columbus Mckinnon Corporation Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Columbus Mckinnon Corporation Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,234,438 Top 48% higher than 52% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Columbus Mckinnon Corporation Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Columbus Mckinnon Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Columbus Mckinnon Corporation Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $336K in the plan year 2023 filing.
  • Columbus Mckinnon Corporation Employee Stock Ownership Plan reported participants fell from 276 in the plan year 2022 filing to 248 in the plan year 2023 filing.
  • Columbus Mckinnon Corporation Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 160547600 · Columbus Mckinnon Corporation PY 2023 · ESOP

Columbus Mckinnon Corporation Employee Stock Ownership Plan · $7M · 248 · 52nd

  • BOY $7M
  • SCH 248
  • EBSA 52nd
  • PART ESOP
  • TYPE near Food City Holdings, Inc. Employee Stock Ownership Plan
  • NET ind #6762

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in North Carolina →

Columbus Mckinnon Corporation Employee Stock Ownership Plan in the asset neighbourhood

Augusta Industrial Services, Inc. Employee Stock Ownership PlanAugusta Industrial Services,…$7MAlamo Transformer Supply Company Employee Stock Ownership PlanAlamo Transformer Supply Com…$7MColumbus Mckinnon Corporation Employee Stock Ownership PlanColumbus Mckinnon Corporatio…$7MFood City Holdings, Inc. Employee Stock Ownership PlanFood City Holdings, Inc. Emp…$7MRexco Equipment, Inc. Employee Stock Ownership PlanRexco Equipment, Inc. Employ…$7M
End-of-year total assets ($M) among Columbus Mckinnon Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$336K
Employer EIN160547600
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbus Mckinnon Corporation)

Sponsor-wide plan assets over time

All Columbus Mckinnon Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$243M 23.976734410556066% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $319M $243M ▼ -24.0%
Year Plans Participants Total Assets
2022 3 1,809 $319M
2023 3 2,243 $325M
2024 3 2,026 $243M

Nearby ESOP Plans in North Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Columbus Mckinnon Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150200 Total assets ($M) Participants Columbus Mckinnon Corporation Employee Stock Ownership Plan, Total assets ($M): 7.234438 · Participants: 248Columbus Mckinnon Corporation Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Columbus Mckinnon Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Columbus Mckinnon Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Columbus Mckinnon Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Food City Holdings, Inc. Employee Stock Ownership Plan in ME ($7M); by covered participants it is Vance Outdoors Employee Stock Ownership Plan in OH (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Columbus Mckinnon Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Columbus Mckinnon Corporation Employee Stock Ownership Plan edged up modestly - up 4.5% during 2023, from $7M to $7M. Reported net income was $336K.
How have Columbus Mckinnon Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbus Mckinnon Corporation's sponsor-wide assets declined 24.0%, from $319M to $243M.
Which ESOP plans are similar in size to Columbus Mckinnon Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Food City Holdings, Inc. Employee Stock Ownership Plan in ME ($7M, 229 participants).
Which ESOP plans cover a similar participant headcount to Columbus Mckinnon Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Vance Outdoors Employee Stock Ownership Plan in OH (248 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160547600.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.