401(k) · DOL Form 5500 · 2022
Donaldson Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $656M
- Total assets Above avg plan size
- 4,060
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $161,573
- Avg per participant Above avg balance/head
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.
- #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.
- #20,016
- in Manufacturing (20,602 peers)
- -15.4%
- assets change YoY
- 6.6×
- vs typical plan assets (national mean)
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.
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan's outsized position by total assets
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$655,987,590 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan lands in the large band (4,060 participants).
Published 5500 schedule card
Filing strip 410222640 · Donaldson Company, Inc. PY 2022 · 401(k)
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan · $656M · 4,060 · 98th
- VS-ST $656M
- VS-ST 4,060
- VS-ST 98th
- VS-ST 401(k)
- VS-ST near Luxottica Group Tax Incentive Savings Plan
- VS-ST ind #20016
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Minnesota →
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Donaldson Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 16.923879640503454% vs 2022
- 2024 filing year
| 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.
- 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
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Luxottica Group Tax Incentive Savings Plan in OH ($656M); by covered participants it is Gaf LLC 401(k) Plan in NJ (4,059 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($656M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,060 participants); asset peers above are excluded.
- Gaf LLC 401(k) Plan (NJ) 4,059 · 1 off
- Corvel Incentive Savings Plan (CA) 4,058 · 2 off
- Owens Corning Savings Plan (OH) 4,062 · 2 off
- Leprino Foods Company Profit Sharing and 401(k) Plan (CO) 4,063 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.