Retirement plan

CROWN EQUIPMENT CORPORATION RETIREMENT PLAN

Name: CROWN EQUIPMENT CORPORATION - CROWN EQUIPMENT CORPORATION RETIREMENT PLAN (2024) Form 5500
Creator: CROWN EQUIPMENT CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROWN EQUIPMENT CORPORATION RETIREMENT PLAN, CROWN EQUIPMENT CORPORATION

CROWN EQUIPMENT CORPORATIONEIN 34-4412691Plan #001PY 2024

44 S. WASHINGTON STREET - NEW BREMEN, OH 45869419-629-2311crown.comLinkedIn10001+ employeestransportation/trucking/railroad

Other plans on this EIN

1 filing

#004Retirement-$1.27B assets

Prospect flagsHigh retiree %Low employer contribution

How to read this page

Total assets (EOY)

$487M

-16.7% from 2017

Total participants

3,402

+0.6% from 2017

Average account balance

No prior year

Annual return

11.65%

-13.71 pp from 2017

Benchmarks

See 81 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined benefit

Participants1,000-4,999

Cohort81 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$503.16M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$150K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,797

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.45%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
FIFTH THIRD BANK RETIREMENT SERVICE9+ years Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-6243947	Bank Trustee	$143,773
CLEARSTEAD ADVISORS, LLC5 years Filed as: CLEARSTEAD Service code 28 · EIN 34-1597728	Investment Management	$142,519
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE Service code 28 · EIN 52-2264646	Investment Management	$135,335
WESTFIELD CAPITAL MANAGEMENT9+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 · EIN 30-0027188	Investment Management	$121,954
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON Service code 28 · EIN 46-2546180	Investment Management	$105,751
VICTORY9+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161	Investment Management	$94,878
BRADY, WARE & SCHOENFELD, INC.8 years Filed as: BRADY, WARE & SCHOENFELD Service code 10 · EIN 35-1476702	Accounting	$21,750
THE NORTHWEST TRUST COMPANY8 years Service code 28 · EIN 36-2885278	Investment Management	$13,635

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C3D

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$1.2M

$719 / participant

Investment mgmt$565K46.4%
Contract admin$71K5.8%
Other / not subdivided$582K47.8%

% of EOY assets

0.250%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BRADY, WARE & SCHOENFELD, INC.
Auditor EIN: 351476702
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$106,128-100.0%

Participation rate

0.0%

0.0%0pp

12.2%-12.2pp

0.0%0pp

Annual return

11.65%

10.00%+1.6pp

5.04%+6.6pp

9.30%+2.3pp

Employer contribution / active EE

$3,544

$10,331-65.7%

$26,454-86.6%

$12,551-71.8%

Participant deferral / active EE

$802-100.0%

$78-100.0%

$2,867-100.0%

Admin fee / account holder

$16,625-100.0%

Provider

Service type

Compensation

FIFTH THIRD BANK RETIREMENT SERVICE9+ years

Filed as: FIFTH THIRD BANK

Service code 21 · EIN 31-6243947

Bank Trustee

$143,773

CLEARSTEAD ADVISORS, LLC5 years

Filed as: CLEARSTEAD

Service code 28 · EIN 34-1597728

Investment Management

$142,519

T ROWE PRICE RPS INC1 year

Filed as: T ROWE PRICE

Service code 28 · EIN 52-2264646

Investment Management

$135,335

WESTFIELD CAPITAL MANAGEMENT9+ years

Filed as: WESTFIELD CAPITAL MANAGEMENT CO.

Service code 28 · EIN 30-0027188

Investment Management

$121,954

WELLINGTON TRUST COMPANY5 years

Filed as: WELLINGTON

Service code 28 · EIN 46-2546180

Investment Management

$105,751

VICTORY9+ years

Filed as: VICTORY CAPITAL MANAGEMENT

Service code 28 · EIN 13-2700161

Investment Management

$94,878

BRADY, WARE & SCHOENFELD, INC.8 years

Filed as: BRADY, WARE & SCHOENFELD

Service code 10 · EIN 35-1476702

Accounting

$21,750

THE NORTHWEST TRUST COMPANY8 years

Service code 28 · EIN 36-2885278

Investment Management

$13,635

CROWN EQUIPMENT CORPORATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROWN EQUIPMENT CORPORATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion