The Charles Machine Works Inc.
Plan context: The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust
EIN 73-0660844 • Perry, OK • 54 filings • 15 plans
Current Snapshot
Latest Year
2021
2021 Participants
1,728
2021 Assets
$4,635,017
2021 Contributions
$8,424,128
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 0 | - | - | - |
| 2020 | 1 | 0 | $4,635,017 | $0 | - |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 0 | $4,635,017 | - | - |
| 2019 | 4 | 1,728 | $169,991,438 | $8,424,128 | $4,875iApproximate average salary by contribution assumption: employee only about $121,877 at 4% or $81,251 at 6%; with 50% employer match about $81,251 at 4% or $54,167 at 6%; with 100% employer match about $60,938 at 4% or $40,626 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,728 | $169,991,438 | - | - |
| The Charles Machine Works Inc. 401K Plan | - | 0 | - | $8,424,128 | - |
| The Charles Machine Works Inc. Benefit Plan | - | 0 | - | - | - |
| The Charles Machine Works Inc. Post 65 Retiree Medical Plan | - | 0 | - | - | - |
| 2018 | 4 | 2,117 | $247,099,261 | $12,672,861 | $5,986iApproximate average salary by contribution assumption: employee only about $149,656 at 4% or $99,771 at 6%; with 50% employer match about $99,771 at 4% or $66,514 at 6%; with 100% employer match about $74,828 at 4% or $49,885 at 6%. |
| The Charles Machine Works Inc. 401K Plan | - | 2,117 | $125,227,462 | $8,710,134 | $4,114iApproximate average salary by contribution assumption: employee only about $102,859 at 4% or $68,573 at 6%; with 50% employer match about $68,573 at 4% or $45,715 at 6%; with 100% employer match about $51,430 at 4% or $34,286 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,990 | $121,871,799 | $3,962,727 | $1,991iApproximate average salary by contribution assumption: employee only about $49,783 at 4% or $33,189 at 6%; with 50% employer match about $33,189 at 4% or $22,126 at 6%; with 100% employer match about $24,892 at 4% or $16,594 at 6%. |
| The Charles Machine Works Inc. Post 65 Retiree Medical Plan | - | 0 | - | - | - |
| The Charles Machine Works Inc. Benefit Plan | - | 2,030 | - | - | - |
| 2017 | 4 | 2,049 | $221,794,835 | $13,454,617 | $6,566iApproximate average salary by contribution assumption: employee only about $164,161 at 4% or $109,441 at 6%; with 50% employer match about $109,441 at 4% or $72,960 at 6%; with 100% employer match about $82,080 at 4% or $54,720 at 6%. |
| The Charles Machine Works Inc. 401K Plan | - | 2,049 | $135,155,363 | $9,869,567 | $4,817iApproximate average salary by contribution assumption: employee only about $120,419 at 4% or $80,280 at 6%; with 50% employer match about $80,280 at 4% or $53,520 at 6%; with 100% employer match about $60,210 at 4% or $40,140 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,949 | $86,639,472 | $3,585,050 | $1,839iApproximate average salary by contribution assumption: employee only about $45,986 at 4% or $30,657 at 6%; with 50% employer match about $30,657 at 4% or $20,438 at 6%; with 100% employer match about $22,993 at 4% or $15,329 at 6%. |
| The Charles Machine Works Inc. Benefit Plan | - | 1,793 | - | - | - |
| The Charles Machine Works Inc. Post 65 Retiree Medical Plan | - | 0 | - | - | - |
| 2016 | 4 | 1,859 | $184,221,684 | $10,547,887 | $5,674iApproximate average salary by contribution assumption: employee only about $141,849 at 4% or $94,566 at 6%; with 50% employer match about $94,566 at 4% or $63,044 at 6%; with 100% employer match about $70,924 at 4% or $47,283 at 6%. |
| The Charles Machine Works Inc. 401K Plan | - | 1,859 | $113,457,297 | $8,479,290 | $4,561iApproximate average salary by contribution assumption: employee only about $114,030 at 4% or $76,020 at 6%; with 50% employer match about $76,020 at 4% or $50,680 at 6%; with 100% employer match about $57,015 at 4% or $38,010 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,812 | $70,764,387 | $2,068,597 | $1,142iApproximate average salary by contribution assumption: employee only about $28,540 at 4% or $19,027 at 6%; with 50% employer match about $19,027 at 4% or $12,685 at 6%; with 100% employer match about $14,270 at 4% or $9,513 at 6%. |
| The Charles Machine Works Inc. Benefit Plan | - | 1,770 | - | - | - |
| The Charles Machine Works Inc. Post 65 Retiree Medical Plan | - | 0 | - | - | - |
| 2015 | 4 | 1,820 | $173,906,201 | $12,844,084 | $7,057iApproximate average salary by contribution assumption: employee only about $176,430 at 4% or $117,620 at 6%; with 50% employer match about $117,620 at 4% or $78,413 at 6%; with 100% employer match about $88,215 at 4% or $58,810 at 6%. |
| The Charles Machine Works Inc. 401K Plan | - | 1,820 | $104,761,797 | $8,618,555 | $4,735iApproximate average salary by contribution assumption: employee only about $118,387 at 4% or $78,924 at 6%; with 50% employer match about $78,924 at 4% or $52,616 at 6%; with 100% employer match about $59,193 at 4% or $39,462 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,790 | $69,144,404 | $4,225,529 | $2,361iApproximate average salary by contribution assumption: employee only about $59,016 at 4% or $39,344 at 6%; with 50% employer match about $39,344 at 4% or $26,229 at 6%; with 100% employer match about $29,508 at 4% or $19,672 at 6%. |
| The Charles Machine Works Inc. Benefit Plan | - | 1,645 | - | - | - |
| The Charles Machine Works Inc. Post 65 Retiree Medical Plan | - | 0 | - | - | - |
| 2014 | 3 | 1,781 | $170,762,012 | $14,087,428 | $7,910iApproximate average salary by contribution assumption: employee only about $197,746 at 4% or $131,831 at 6%; with 50% employer match about $131,831 at 4% or $87,887 at 6%; with 100% employer match about $98,873 at 4% or $65,915 at 6%. |
| The Charles Machine Works Inc. 401K Plan | - | 1,781 | $102,472,509 | $8,307,392 | $4,664iApproximate average salary by contribution assumption: employee only about $116,611 at 4% or $77,741 at 6%; with 50% employer match about $77,741 at 4% or $51,827 at 6%; with 100% employer match about $58,306 at 4% or $38,870 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,642 | $68,289,503 | $5,780,036 | $3,520iApproximate average salary by contribution assumption: employee only about $88,003 at 4% or $58,669 at 6%; with 50% employer match about $58,669 at 4% or $39,112 at 6%; with 100% employer match about $44,001 at 4% or $29,334 at 6%. |
| The Charles Machine Works Inc. Benefit Plan | - | 1,628 | - | - | - |
| 2013 | 3 | 1,327 | $151,745,623 | $9,025,250 | $6,801iApproximate average salary by contribution assumption: employee only about $170,031 at 4% or $113,354 at 6%; with 50% employer match about $113,354 at 4% or $75,569 at 6%; with 100% employer match about $85,016 at 4% or $56,677 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,227 | $98,517,139 | $2,803,599 | $2,285iApproximate average salary by contribution assumption: employee only about $57,123 at 4% or $38,082 at 6%; with 50% employer match about $38,082 at 4% or $25,388 at 6%; with 100% employer match about $28,562 at 4% or $19,041 at 6%. |
| The Charles Machine Works Inc. 401K Plan | - | 1,227 | $53,228,484 | $6,221,651 | $5,071iApproximate average salary by contribution assumption: employee only about $126,766 at 4% or $84,510 at 6%; with 50% employer match about $84,510 at 4% or $56,340 at 6%; with 100% employer match about $63,383 at 4% or $42,255 at 6%. |
| The Charles Machine Works Inc. Benefit Plan | - | 1,327 | - | - | - |
| 2012 | 3 | 1,440 | $122,680,490 | $9,607,531 | $6,672iApproximate average salary by contribution assumption: employee only about $166,797 at 4% or $111,198 at 6%; with 50% employer match about $111,198 at 4% or $74,132 at 6%; with 100% employer match about $83,399 at 4% or $55,599 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,211 | $86,301,772 | $4,650,824 | $3,840iApproximate average salary by contribution assumption: employee only about $96,012 at 4% or $64,008 at 6%; with 50% employer match about $64,008 at 4% or $42,672 at 6%; with 100% employer match about $48,006 at 4% or $32,004 at 6%. |
| The Charles Machine Works Inc. 401K Plan | - | 1,440 | $36,378,718 | $4,956,707 | $3,442iApproximate average salary by contribution assumption: employee only about $86,054 at 4% or $57,369 at 6%; with 50% employer match about $57,369 at 4% or $38,246 at 6%; with 100% employer match about $43,027 at 4% or $28,685 at 6%. |
| The Charles Machine Works Inc. Benefit Plan | - | 1,345 | - | - | - |
| 2011 | 3 | 1,178 | $107,628,727 | $8,281,630 | $7,030iApproximate average salary by contribution assumption: employee only about $175,756 at 4% or $117,171 at 6%; with 50% employer match about $117,171 at 4% or $78,114 at 6%; with 100% employer match about $87,878 at 4% or $58,585 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,096 | $78,824,650 | $4,007,231 | $3,656iApproximate average salary by contribution assumption: employee only about $91,406 at 4% or $60,937 at 6%; with 50% employer match about $60,937 at 4% or $40,625 at 6%; with 100% employer match about $45,703 at 4% or $30,469 at 6%. |
| The Charles Machine Works Inc. 401K Plan | - | 1,178 | $28,804,077 | $4,274,399 | $3,629iApproximate average salary by contribution assumption: employee only about $90,713 at 4% or $60,475 at 6%; with 50% employer match about $60,475 at 4% or $40,317 at 6%; with 100% employer match about $45,357 at 4% or $30,238 at 6%. |
| The Charles Machine Works Inc. Benefit Plan | - | 1,088 | - | - | - |
| 2010 | 4 | 1,196 | $98,221,566 | $5,819,318 | $4,866iApproximate average salary by contribution assumption: employee only about $121,641 at 4% or $81,094 at 6%; with 50% employer match about $81,094 at 4% or $54,063 at 6%; with 100% employer match about $60,821 at 4% or $40,547 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,023 | $71,663,836 | $2,471,408 | $2,416iApproximate average salary by contribution assumption: employee only about $60,396 at 4% or $40,264 at 6%; with 50% employer match about $40,264 at 4% or $26,843 at 6%; with 100% employer match about $30,198 at 4% or $20,132 at 6%. |
| The Charles Machine Works Inc. 401K Plan | - | 1,062 | $26,557,730 | $3,347,910 | $3,152iApproximate average salary by contribution assumption: employee only about $78,811 at 4% or $52,541 at 6%; with 50% employer match about $52,541 at 4% or $35,027 at 6%; with 100% employer match about $39,406 at 4% or $26,270 at 6%. |
| The Charles Machine Works Benefit Plan | - | 1,196 | - | - | - |
| The Charles Machine Works Inc. Benefit Plan | - | 981 | - | - | - |
| 2009 | 2 | 1,039 | $82,544,860 | $2,169,728 | $2,088iApproximate average salary by contribution assumption: employee only about $52,207 at 4% or $34,805 at 6%; with 50% employer match about $34,805 at 4% or $23,203 at 6%; with 100% employer match about $26,104 at 4% or $17,402 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 993 | $60,861,077 | - | - |
| The Charles Machine Works Inc. 401K Plan | - | 1,039 | $21,683,783 | $2,169,728 | $2,088iApproximate average salary by contribution assumption: employee only about $52,207 at 4% or $34,805 at 6%; with 50% employer match about $34,805 at 4% or $23,203 at 6%; with 100% employer match about $26,104 at 4% or $17,402 at 6%. |
| 2008 | 2 | 1,372 | $102,074,241 | $11,262,476 | $8,209iApproximate average salary by contribution assumption: employee only about $205,220 at 4% or $136,813 at 6%; with 50% employer match about $136,813 at 4% or $91,209 at 6%; with 100% employer match about $102,610 at 4% or $68,407 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,372 | $83,320,738 | $3,665,950 | $2,672iApproximate average salary by contribution assumption: employee only about $66,799 at 4% or $44,533 at 6%; with 50% employer match about $44,533 at 4% or $29,689 at 6%; with 100% employer match about $33,400 at 4% or $22,266 at 6%. |
| The Charles Machine Works Inc. 401K Plan | - | 1,268 | $18,753,503 | $7,596,526 | $5,991iApproximate average salary by contribution assumption: employee only about $149,774 at 4% or $99,849 at 6%; with 50% employer match about $99,849 at 4% or $66,566 at 6%; with 100% employer match about $74,887 at 4% or $49,925 at 6%. |
| 2007 | 2 | 1,363 | $123,310,984 | $8,136,041 | $5,969iApproximate average salary by contribution assumption: employee only about $149,230 at 4% or $99,487 at 6%; with 50% employer match about $99,487 at 4% or $66,325 at 6%; with 100% employer match about $74,615 at 4% or $49,743 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,363 | $103,727,662 | $2,482,325 | $1,821iApproximate average salary by contribution assumption: employee only about $45,531 at 4% or $30,354 at 6%; with 50% employer match about $30,354 at 4% or $20,236 at 6%; with 100% employer match about $22,765 at 4% or $15,177 at 6%. |
| The Charles Machine Works Inc. 401K Plan | - | 1,336 | $19,583,322 | $5,653,716 | $4,232iApproximate average salary by contribution assumption: employee only about $105,796 at 4% or $70,530 at 6%; with 50% employer match about $70,530 at 4% or $47,020 at 6%; with 100% employer match about $52,898 at 4% or $35,265 at 6%. |
| 2006 | 2 | 1,332 | $114,035,114 | $6,398,831 | $4,804iApproximate average salary by contribution assumption: employee only about $120,098 at 4% or $80,065 at 6%; with 50% employer match about $80,065 at 4% or $53,377 at 6%; with 100% employer match about $60,049 at 4% or $40,033 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,332 | $101,119,763 | $2,337,451 | $1,755iApproximate average salary by contribution assumption: employee only about $43,871 at 4% or $29,247 at 6%; with 50% employer match about $29,247 at 4% or $19,498 at 6%; with 100% employer match about $21,936 at 4% or $14,624 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,283 | $12,915,351 | $4,061,380 | $3,166iApproximate average salary by contribution assumption: employee only about $79,138 at 4% or $52,759 at 6%; with 50% employer match about $52,759 at 4% or $35,173 at 6%; with 100% employer match about $39,569 at 4% or $26,379 at 6%. |
| 2005 | 2 | 1,287 | $101,240,530 | $5,402,400 | $4,198iApproximate average salary by contribution assumption: employee only about $104,942 at 4% or $69,961 at 6%; with 50% employer match about $69,961 at 4% or $46,641 at 6%; with 100% employer match about $52,471 at 4% or $34,981 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,203 | $93,408,195 | $2,634,623 | $2,190iApproximate average salary by contribution assumption: employee only about $54,751 at 4% or $36,501 at 6%; with 50% employer match about $36,501 at 4% or $24,334 at 6%; with 100% employer match about $27,376 at 4% or $18,250 at 6%. |
| The Charles Machine Works Inc. 401K Plan | - | 1,287 | $7,832,335 | $2,767,777 | $2,151iApproximate average salary by contribution assumption: employee only about $53,764 at 4% or $35,843 at 6%; with 50% employer match about $35,843 at 4% or $23,895 at 6%; with 100% employer match about $26,882 at 4% or $17,921 at 6%. |
| 2004 | 1 | 1,047 | $91,445,728 | $2,475,907 | $2,365iApproximate average salary by contribution assumption: employee only about $59,119 at 4% or $39,413 at 6%; with 50% employer match about $39,413 at 4% or $26,275 at 6%; with 100% employer match about $29,560 at 4% or $19,706 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,047 | $91,445,728 | $2,475,907 | $2,365iApproximate average salary by contribution assumption: employee only about $59,119 at 4% or $39,413 at 6%; with 50% employer match about $39,413 at 4% or $26,275 at 6%; with 100% employer match about $29,560 at 4% or $19,706 at 6%. |
| 2003 | 2 | 979 | $85,611,227 | $3,391,010 | $3,464iApproximate average salary by contribution assumption: employee only about $86,594 at 4% or $57,729 at 6%; with 50% employer match about $57,729 at 4% or $38,486 at 6%; with 100% employer match about $43,297 at 4% or $28,865 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 955 | $83,630,652 | $1,647,025 | $1,725iApproximate average salary by contribution assumption: employee only about $43,116 at 4% or $28,744 at 6%; with 50% employer match about $28,744 at 4% or $19,163 at 6%; with 100% employer match about $21,558 at 4% or $14,372 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 979 | $1,980,575 | $1,743,985 | $1,781iApproximate average salary by contribution assumption: employee only about $44,535 at 4% or $29,690 at 6%; with 50% employer match about $29,690 at 4% or $19,793 at 6%; with 100% employer match about $22,267 at 4% or $14,845 at 6%. |
| 2002 | 1 | 1,000 | $76,859,264 | $1,300,565 | $1,301iApproximate average salary by contribution assumption: employee only about $32,514 at 4% or $21,676 at 6%; with 50% employer match about $21,676 at 4% or $14,451 at 6%; with 100% employer match about $16,257 at 4% or $10,838 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,000 | $76,859,264 | $1,300,565 | $1,301iApproximate average salary by contribution assumption: employee only about $32,514 at 4% or $21,676 at 6%; with 50% employer match about $21,676 at 4% or $14,451 at 6%; with 100% employer match about $16,257 at 4% or $10,838 at 6%. |
| 2001 | 1 | 1,025 | $92,538,570 | $2,331,133 | $2,274iApproximate average salary by contribution assumption: employee only about $56,857 at 4% or $37,905 at 6%; with 50% employer match about $37,905 at 4% or $25,270 at 6%; with 100% employer match about $28,428 at 4% or $18,952 at 6%. |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,025 | $92,538,570 | $2,331,133 | $2,274iApproximate average salary by contribution assumption: employee only about $56,857 at 4% or $37,905 at 6%; with 50% employer match about $37,905 at 4% or $25,270 at 6%; with 100% employer match about $28,428 at 4% or $18,952 at 6%. |
| 2000 | 1 | 1,582 | $0 | $0 | - |
| The Charles Machine Works Inc. Employee Stock Ownership Plan and Trust | - | 1,582 | - | - | - |