401(k) · DOL Form 5500 · 2022

Dana Limited 401(k) Plan

Data updated 2026-08-25

$227M
Total assets Near avg plan size
4,868
Participants Above avg headcount
96th
Percentile by assets National rank
$46,608
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dana Hourly Bargained Retirement and Savings Plan · Sponsored by Dana Limited · Ohio · Manufacturing

$227M in assets, 4,868 participants

Dana Limited's Dana Hourly Bargained Retirement and Savings Plan reported $227M in total assets and 4,868 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,297 in Manufacturing (20,602 peers)

Coverage in Ohio

Dana Hourly Bargained Retirement and Savings Plan covers 4,868 participants in Ohio, 6.4x the typical Ohio plan (state average ~765 per filing). Assets: $227M.

#19,297
in Manufacturing (20,602 peers)
-15.1%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dana Hourly Bargained Retirement and Savings Plan's outsized position by total assets

Dana Hourly Bargained Retirement and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$226,889,898 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Dana Hourly Bargained Retirement and Savings 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. Dana Hourly Bargained Retirement and Savings Plan lands in the large band (4,868 participants).

EBSA filing schedule strip

Filing strip 261318190 · Dana Limited PY 2022 · 401(k)

Dana Hourly Bargained Retirement and Savings Plan · $227M · 4,868 · 96th

  • PCT $227M
  • PCT 4,868
  • PCT 96th
  • PCT 401(k)
  • PCT near Weis Markets, Inc. Retirement Savings Plan
  • PCT ind #19297

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 Ohio →

Dana Hourly Bargained Retirement and Savings Plan in the asset neighbourhood

Weis Markets, Inc. Retirement Savings PlanWeis Markets, Inc. Retiremen…$227MRobinson & Cole Savings Plan$227MDana Hourly Bargained Retirement and Savings PlanDana Hourly Bargained Retire…$227MApollo Management Holdings, LP 401(k) PlanApollo Management Holdings, …$227MOdyssey Reinsurance Company Profit Sharing PlanOdyssey Reinsurance Company …$227M
End-of-year total assets ($M) among Dana Hourly Bargained Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$267M
Net Assets (End of Year)$227M
Net Income-$40M
Employer EIN261318190
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dana Limited)

Sponsor-wide plan assets over time

All Dana Limited plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 13.86715683680494% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B 202220232024 $1.37B $1.56B ▲ +13.9%
Year Plans Participants Total Assets
2022 5 8,406 $1.4B
2023 5 10,022 $1.5B
2024 5 9,808 $1.6B

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Dana Hourly Bargained Retirement and Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Dana Hourly Bargained Retirement and Savings Plan, Total assets ($B): 0.226889898 · Participants: 4868Dana Hourly Bargained Retirement and Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Dana Hourly Bargained Retirement and Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Dana Hourly Bargained Retirement and Savings Plan side-by-side with 3 peers →

Dana Hourly Bargained Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Weis Markets, Inc. Retirement Savings Plan in PA ($227M); by covered participants it is Powdr Corp. 401(k) Plan in UT (4,870 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($227M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,868 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dana Hourly Bargained Retirement and Savings Plan assets move in 2022? ▼
Dana Hourly Bargained Retirement and Savings Plan declined sharply - down 15.1% during 2022, from $267M to $227M. Reported net income was -$40M.
How have Dana Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dana Limited's sponsor-wide assets grew 13.9%, from $1.4B to $1.6B.
Where does Dana Hourly Bargained Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Dana Hourly Bargained Retirement and Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Dana Hourly Bargained Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weis Markets, Inc. Retirement Savings Plan in PA ($227M, 24,336 participants).
Which 401(k) plans cover a similar participant headcount to Dana Hourly Bargained Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powdr Corp. 401(k) Plan in UT (4,870 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261318190.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.