401(k) · DOL Form 5500 · 2022
Donaldson Company, Inc. 401(k) Plan
Data updated 2026-08-11
- $656M
- Total assets
- 4,060
- Participants
- 98th
- Percentile by assets
- $161,573
- Avg per participant
Official DOL plan name: Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan · Sponsored by Donaldson Company, Inc. · Minnesota · Manufacturing
$656M in assets, 4,060 participants
Donaldson Company, Inc.'s Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan reported $656M in total assets and 4,060 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 98th percentile by assets (of 139,126 plans)
- #20,016 in Manufacturing (20,602 peers)
Coverage in Minnesota
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan covers 4,060 participants in Minnesota, 3.6x the typical Minnesota plan (state average ~1,126 per filing). Assets: $656M.
- $656M
- total plan assets (2022 EOY)
- 4,060
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $161,573
- avg assets per participant
The plan reported a net loss of $119M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan reports 4,060 participants - 3.6x that state average ($656M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $775M |
|---|---|
| Net Assets (End of Year) | $656M |
| Net Income | -$119M |
| Employer EIN | 410222640 |
| Plan Effective Date | 1955-12-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Donaldson Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 5,542 | $939M |
| 2023 | 3 | 5,561 | $1.0B |
| 2024 | 3 | 5,454 | $1.1B |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan by total assets, not by location.
- Luxottica Group Tax Incentive Savings Plan (OH) $656M · 28,029
- Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System (PA) $656M · 34,360
- Trinity Health 401(k) Retirement Savings Plan (MI) $655M · 6,709
- Cbera Plan a (MA) $658M · 3,030
Frequently Asked Questions
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Filing takeaways
Ways to act on Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan's numbers.
- By total assets, Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Donaldson Company, Inc.'s sponsor-wide assets have grown 16.9% since 2022 across 3 plan years on file. More Manufacturing plans