Defined Benefit (Pension) · DOL Form 5500 · 2022

Dana Limited Pension Plan

Data updated 2026-08-25

$253M
Total assets Near avg plan size
401
Participants Below avg headcount
96th
Percentile by assets National rank
$630,016
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dana U.S.W. Hourly Employees' Pension Plan · Sponsored by Dana Limited · Ohio · Manufacturing

$253M in assets, 401 participants

Dana Limited's Dana U.S.W. Hourly Employees' Pension Plan reported $253M in total assets and 401 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.

  • #19,398 in Manufacturing (20,602 peers)

Where Dana U.S.W. Hourly Employees' Pension Plan sits by assets

Dana U.S.W. Hourly Employees' Pension Plan sits in the top 5% of all filed plans by assets, $253M for 401 participants (~$630,016/participant), down 26.7% in 2022.

#19,398
in Manufacturing (20,602 peers)
-26.7%
assets change YoY
2.5×
vs typical plan assets (national mean)

The plan reported a net loss of $92M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dana U.S.W. Hourly Employees' Pension Plan's outsized position by total assets

Dana U.S.W. Hourly Employees' Pension Plan vs every filed plan by assets

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

$252,636,496 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 U.S.W. Hourly Employees' Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dana U.S.W. Hourly Employees' Pension Plan sits mid-pack in the medium band (401 participants).

EBSA filing schedule strip

Filing strip 261318190 · Dana Limited PY 2022 · Defined Benefit (Pension)

Dana U.S.W. Hourly Employees' Pension Plan · $253M · 401 · 96th

  • EBSA $253M
  • EBSA 401
  • EBSA 96th
  • EBSA Defined Benefit (Pension)
  • EBSA near Roseburg Forest Products Co. and Carpenters Industrial Council Pension Plan
  • EBSA ind #19398

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 U.S.W. Hourly Employees' Pension Plan in the asset neighbourhood

Leviton Employees Defined Benefit Pension PlanLeviton Employees Defined Be…$253MRoseburg Forest Products Co. and Carpenters Industrial Council Pension PlanRoseburg Forest Products Co.…$253MDana U.S.W. Hourly Employees' Pension PlanDana U.S.W. Hourly Employees…$253MLegacy Greyhound Lines, Inc./Amalgamated Transit Union National Local 1700 Retirement PlanLegacy Greyhound Lines, Inc.…$252MPlumbers and Pipefitters Local 520 Pension PlanPlumbers and Pipefitters Loc…$252M
End-of-year total assets ($M) among Dana U.S.W. Hourly Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$345M
Net Assets (End of Year)$253M
Net Income-$92M
Employer EIN261318190
Plan Effective Date2017-09-01
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 Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Dana U.S.W. Hourly Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Dana U.S.W. Hourly Employees' Pension Plan, Total assets ($B): 0.252636496 · Participants: 401Dana U.S.W. Hourly Employees' Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Dana U.S.W. Hourly Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Dana U.S.W. Hourly Employees' Pension Plan side-by-side with 3 peers →

Dana U.S.W. Hourly Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Roseburg Forest Products Co. and Carpenters Industrial Council Pension Plan in OR ($253M); by covered participants it is Indiana Farm Bureau Retirement Plan in IN (401 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (401 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 U.S.W. Hourly Employees' Pension Plan assets move in 2022? ▼
Dana U.S.W. Hourly Employees' Pension Plan declined sharply - down 26.7% during 2022, from $345M to $253M. Reported net income was -$92M.
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 U.S.W. Hourly Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Dana U.S.W. Hourly Employees' Pension 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 Defined Benefit (Pension) plans are similar in size to Dana U.S.W. Hourly Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Roseburg Forest Products Co. and Carpenters Industrial Council Pension Plan in OR ($253M, 842 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dana U.S.W. Hourly Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Indiana Farm Bureau Retirement Plan in IN (401 participants, $233M 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.