Columbus Mckinnon 401(k) and pension plans

Columbus Mckinnon Corporation, Charlotte, NC. EIN 16-0547600. Annual reports 2009–2025.

Columbus Mckinnon Corporation has 2 active retirement plans on file. The largest is the Columbus Mckinnon Corporation Thrift 401(k) Plan, with 2,488 participants and $261 million in assets in 2025. Fidelity has been its recordkeeper since 2009.

Active plans
2
Participants
2,876
Plan assets
$264 million
401(k) recordkeeper
Fidelity
Plans on file
6
Industry
Manufacturing

All 6 plans

Active plans first

Columbus Mckinnon Corporation Thrift 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
013Employer EIN 16-0547600
Participants (2025)
2,488
Net assets (2025)
$261 million
Recordkeeper
Fidelity2009–2025
Plan administrator
Columbus Mckinnon Corporation
13320 Ballantyne Corporate Place, Suite D
Charlotte, NC 28277
(716) 689-5400As filed for 2025
In effect since
August 1, 1984

Plans merged into this one: Magnetek Flexcare Plus Retirement Savings Plan (2020); Columbus Mckinnon Corporation Hourly 401(k) Plan (2021); Columbus Mckinnon Corporation Monthly Retirement P (2025); CM Investment Plan (2020).

Earlier plan names: Columbus Mckinnon Corporation Thrift 401K Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20252,488$261 millionFidelity
20242,534$238 millionFidelity
20232,671$216 millionFidelity
20222,706$185 millionFidelity
20212,076$195 millionFidelity
20201,803$173 millionFidelity
20191,277$98.8 millionFidelity
20181,323$89.4 millionFidelity
20171,310$95.9 millionFidelity
20161,252$82.0 millionFidelity
20151,298$77.1 millionFidelity
20141,348$75.8 millionFidelity
20131,351$70.1 millionFidelity
20121,457$60.8 millionFidelity
20111,409$55.2 millionFidelity
20101,405$58.2 millionFidelity
20091,370$57.3 millionFidelity

Columbus Mckinnon Corporation Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
016Employer EIN 16-0547600
Participants (2024)
388
Net assets (2024)
$2.8 million
Plan administrator
Columbus Mckinnon Corporation
13320 Ballantyne Corporate Place
Charlotte, NC 28227
(716) 689-5400As filed for 2024
In effect since
April 1, 1987
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024388$2.8 millionnot listed
2023415$7.2 millionnot listed
2022437$6.9 millionnot listed
2021462$8.4 millionnot listed
2020568$11.7 millionnot listed
2019568$6.1 millionnot listed
2018637$9.9 millionnot listed
2017681$11.3 millionnot listed
2016787$9.3 millionnot listed
2015868$6.4 millionnot listed
2014908$11.7 millionnot listed
2013995$12.4 millionnot listed
20121,124$9.1 millionnot listed
20111,127$7.6 millionnot listed
20101,278$9.1 millionnot listed
20091,380$9.1 millionnot listed

Columbus Mckinnon Corporation Monthly Retirement P

Pension (defined benefit), frozenMergedUnion (multiemployer)

Merged. In 2025 its assets moved to the Columbus Mckinnon Corporation Thrift 401(k) Plan, sponsored by Columbus Mckinnon Corporation (EIN 16-0547600, plan 013). Accounts moved with them, so that plan is the one to contact.

Plan number
012Employer EIN 16-0547600
Participants (2023)
1,424
Net assets (2023)
$102 million
Administered by
Cbiz Benefits and Insurance Service2024
Plan administrator
Columbus Mckinnon Corporation
205 Crosspoint Parkway
Getzville, NY 14068As filed for 2025
In effect since
April 1, 1977

Earlier plan names: Columbus Mckinnon Corporation Monthly Retirement Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20250n/anot listed
20240$2.1 millionCbiz Benefits and Insurance Service
20231,424$102 millionnot listed
20221,755$128 millionnot listed
20211,804$148 millionnot listed
20201,843$151 millionnot listed
20191,884$129 millionnot listed
20181,925$137 millionnot listed
20171,986$136 millionnot listed
20162,166$136 millionnot listed
20152,596$134 millionnot listed
20142,604$145 millionnot listed
20132,634$135 millionnot listed
20122,687$122 millionnot listed
20112,746$109 millionnot listed
20102,616$100 millionnot listed
20092,586$92.0 millionnot listed

Columbus Mckinnon Corporation Hourly 401(k) Plan

401(k)Merged

Merged. In 2021 its assets moved to the Columbus Mckinnon Thrift 401(k) Plan, sponsored by Columbus Mckinnon Corporation (EIN 16-0547600, plan 013). Accounts moved with them, so that plan is the one to contact.

Plan number
018Employer EIN 16-0547600
Participants (2020)
310
Net assets (2020)
$11.3 million
Recordkeeper
Fidelity2009–2021
Plan administrator
Columbus Mckinnon Corporation
205 Crosspoint Parkway
Getzville, NY 14068
(716) 689-5400As filed for 2021
In effect since
July 1, 1994

Earlier plan names: Columbus Mckinnon Corporation Hourly 401K Plan.

Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0Fidelity
2020310$11.3 millionFidelity
2019378$12.8 millionFidelity
2018408$11.2 millionFidelity
2017380$11.9 millionFidelity
2016388$10.2 millionFidelity
2015412$9.7 millionFidelity
2014428$9.7 millionFidelity
2013440$10.0 millionFidelity
2012485$8.8 millionFidelity
2011476$9.3 millionFidelity
2010585$11.7 millionnot listed
2009618$16.1 millionFidelity

Pension Plan for Bargaining Unit Employees of Columbus Mckinnon Corporation

Pension (defined benefit)MergedUnion (multiemployer)

Merged. In 2021 its assets moved to the CM Investment Plan, sponsored by Columbus Mckinnon Corporation (EIN 16-0547600, plan 023). Accounts moved with them, so that plan is the one to contact.

Plan number
004Employer EIN 16-0547600
Participants (2019)
893
Net assets (2019)
$57.1 million
Plan administrator
Columbus Mckinnon Corporation
205 Crosspoint Parkway
Getzville, NY 14068
(716) 689-5400As filed for 2021
In effect since
January 1, 1973
Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0not listed
20200$53,065not listed
2019893$57.1 millionnot listed
2018908$52.7 millionnot listed
2017925$56.7 millionnot listed
2016987$53.9 millionnot listed
20151,091$55.4 millionnot listed
20141,110$58.8 millionnot listed
20131,141$57.8 millionnot listed
20121,156$49.3 millionnot listed
20111,179$42.5 millionnot listed
20101,197$42.0 millionnot listed
20091,070$32.8 millionnot listed

CM Investment Plan

401(k)Merged

Merged. In 2020 its assets moved to the Columbus Mckinnon Corporation Thrift 401(k) Plan, sponsored by Columbus Mckinnon Corporation (EIN 16-0547600, plan 013). Accounts moved with them, so that plan is the one to contact.

Plan number
023Employer EIN 16-0547600
Plan administrator
Columbus Mckinnon Corporation
205 Crosspoint Parkway
Getzville, NY 14068
(716) 689-5400As filed for 2020
In effect since
December 1, 2020

Plans merged into this one: Pension Plan for Bargaining Unit Employees of Columbus Mckinnon Corporation (2021).

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Columbus Mckinnon Corporation Thrift 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((716) 689-5400). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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