Crown Equipment Corporation Retirement Plan — Form 5500 plan (Crown Equipment Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Crown Equipment Corporation Retirement Plan is a benefit plan reported by Crown Equipment Corporation under EIN 34-4412691 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,460 participants and $487,003,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crown Equipment Corporation
- EIN
- 34-4412691
- Plan number
- 001
- Plan type
- 2
- Location
- New Bremen, OH
- Latest filing year
- 2023
- Participants
- 3,460
- End-of-year plan assets
- $487,003,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,460 | H, C | 20250114153911NAL0011737539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $487,003,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $487,003,988
- Net assets (BOY)
- $447,148,256
Income & contributions
- Employer contributions
- $6,000,000
- Total contributions
- $6,000,000
- Total income / additions
- $59,302,554
Expenses & distributions
- Benefits paid
- $18,229,197
- Administrative expenses
- $1,217,625
- Total expenses
- $19,446,822
- Net increase / (decrease)
- $39,855,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fifth Third Bank | NONE | $143,773 | not reported in the loaded dataset | 2023 |
| Clearstead | NONE | $142,519 | not reported in the loaded dataset | 2023 |
| T Rowe Price | NONE | $135,335 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management Co. | NONE | $121,954 | not reported in the loaded dataset | 2023 |
| Wellington | NONE | $105,751 | not reported in the loaded dataset | 2023 |
| Victory Capital Management | NONE | $94,878 | not reported in the loaded dataset | 2023 |
| Brady, Ware & Schoenfeld | NONE | $21,750 | not reported in the loaded dataset | 2023 |
| The Northwest Trust Company | NONE | $13,635 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crown Equipment Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in New Bremen, OH
- Fifth Third Bank — Schedule C compensation
- Clearstead — Schedule C compensation
- T Rowe Price — Schedule C compensation
- Westfield Capital Management Co. — Schedule C compensation
- Wellington — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Brady, Ware & Schoenfeld — Schedule C compensation
- The Northwest Trust Company — Schedule C compensation