Crown Equipment 401(k) match, vesting and fees
What Crown Equipment'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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Brady, Ware and Schoenfeld, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 203 defined-contribution plans in manufacturing with 10,000 to 49,999 participants.
| Crown Equipment: employer contribution per participant | $2,780 | |
| Peer median | $3,733 |
| Crown Equipment: average balance | $82,217 | |
| Peer median | $157,962 |
| Crown Equipment: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.05% |
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 $1.1B at the end of plan year 2021 to $1.3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 15,888 | $1.3B | $42.9M | $2,780 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 15,109 | $1.1B | $38.9M | $2,656 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 13,625 | $901M | $29.6M | $2,256 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 12,467 | $1.1B | $25.7M | $2,124 | 0.03% | Not published | Form 5500 ↗ |
Other Crown Equipment plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Crown Equipment Corporation Retirement 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 | Brady, Ware & Schoenfeld, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Crown Equipment match 401(k) contributions?
The match terms for the Crown Equipment Corporation 401(k) Retirement Savings Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $42.9M in employer contributions, about $2,780 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Crown Equipment 401(k) match vested?
The vesting schedule for the Crown Equipment Corporation 401(k) Retirement Savings Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Crown Equipment 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Crown Equipment Corporation.
I left Crown Equipment. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Crown Equipment Corporation, (419) 629-2311) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Crown Equipment old 401(k) page lists the contacts from every plan filing. Find an old Crown Equipment 401(k)
Data from the public Form 5500 annual reports Crown Equipment filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Crown Equipment. Not financial advice. Report a correction · Methodology