ESOP · DOL Form 5500 · 2024
Columbus Mckinnon Corporation ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 220
- Participants Below avg headcount
- 33rd
- Percentile by assets National rank
- $12,830
- Avg per participant Low balance/head
Official DOL plan name: Columbus Mckinnon Corporation Employee Stock Ownership Plan · Sponsored by Columbus Mckinnon Corporation · North Carolina · Manufacturing
$3M in assets, 220 participants
Columbus Mckinnon Corporation's Columbus Mckinnon Corporation Employee Stock Ownership Plan reported $3M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #3,032 in Manufacturing (17,777 peers)
Coverage in North Carolina
Columbus Mckinnon Corporation Employee Stock Ownership Plan covers 220 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.
- #3,032
- in Manufacturing (17,777 peers)
- -61.0%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Columbus Mckinnon Corporation Employee Stock Ownership Plan among the smaller filed plans by assets
Columbus Mckinnon Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,822,643 33rd percentile higher than 33% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Columbus Mckinnon Corporation Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 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 (220 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Columbus Mckinnon Corporation Employee Stock Ownership Plan reported net income fell from $336K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Columbus Mckinnon Corporation Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Columbus Mckinnon Corporation Employee Stock Ownership Plan reported participants fell from 248 in the plan year 2023 filing to 220 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 160547600 · Columbus Mckinnon Corporation PY 2024 · ESOP
Columbus Mckinnon Corporation Employee Stock Ownership Plan · $3M · 220 · 33rd
- IND $3M
- IND 220
- IND 33rd
- IND ESOP
- IND near Flemington Department Store, Inc. Employee Stock Ownership Plan
- IND ind #3032
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
North Carolina filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$4M |
| Employer EIN | 160547600 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING 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
| 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.
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,396
- Ecmd, Inc. Employee Stock Ownership Plan $154M · 969
- Precision Walls, Inc. Employee Stock Ownership Plan $143M · 1,228
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $133M · 279
- State Utility Contractors, Inc. Employee Stock Ownership Plan $123M · 158
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 Flemington Department Store, Inc. Employee Stock Ownership Plan in NJ ($3M); by covered participants it is Darvin Holding Company Employee Stock Ownership Plan in IL (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Flemington Department Store, Inc. Employee Stock Ownership Plan (NJ) $3M · 91
- Advanced Lifeline Services, Inc Employee Stock Ownership Plan (KY) $3M · 92
- Meyer Contracting Inc. Employee Stock Ownership Plan and Trust (MN) $3M · 35
- Day Surgical Products, Inc Employee Stock Ownership Plan (WA) $3M · 15
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.