Columbus McKinnon 401(k) match, vesting and fees
What Columbus McKinnon's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 434 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Columbus McKinnon: employer contribution per participant | $2,617 | |
| Peer median | $2,591 |
| Columbus McKinnon: average balance | $107,491 | |
| Peer median | $102,504 |
| Columbus McKinnon: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $195M at the end of plan year 2021 to $261M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,488 | $261M | $6.4M | $2,617 | 0.07% | Not published | Form 5500 ↗ |
| 2024 | 2,534 | $238M | $11.9M | $4,901 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 2,671 | $216M | $6.6M | $2,624 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 2,706 | $185M | $3.8M | $1,544 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 2,076 | $195M | $3.4M | $1,750 | 0.07% | Not published | Form 5500 ↗ |
Other Columbus McKinnon plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Columbus Mckinnon Corporation Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Bonadio & Co., LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Columbus Mckinnon Corporation Hourly 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fid. Inv. Inst. Ops. Co. | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Pension Plan for Bargaining Unit Employees of Columbus Mckinnon Corporation
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Columbus Mckinnon Corporation Monthly Retirement P
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Cbiz Benefits and Insurance Service | 2024 Schedule C ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Common questions
Does Columbus McKinnon match 401(k) contributions?
The match terms for the Columbus Mckinnon Corporation Thrift 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $6.4M in employer contributions, about $2,617 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Columbus McKinnon 401(k) match vested?
The vesting schedule for the Columbus Mckinnon Corporation Thrift 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Columbus McKinnon 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Columbus Mckinnon Corporation.
I left Columbus McKinnon. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Columbus Mckinnon Corporation, (716) 689-5400) or the recordkeeper, Fidelity Investments Institutional. The Columbus McKinnon old 401(k) page lists the contacts from every plan filing. Find an old Columbus McKinnon 401(k)
Data from the public Form 5500 annual reports Columbus McKinnon filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Columbus McKinnon. Not financial advice. Report a correction · Methodology