Defined Benefit (Pension) · DOL Form 5500 · 2022

Donaldson Company, Inc. Pension Plan

Data updated 2026-08-25

$100M
Total assets Below avg plan size
419
Participants Below avg headcount
93rd
Percentile by assets National rank
$237,574
Avg per participant Above avg balance/head
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Official DOL plan name: Donaldson Company, Inc. Hourly Employees Pension Plan · Sponsored by Donaldson Company, Inc. · Minnesota · Manufacturing

$100M in assets, 419 participants

Donaldson Company, Inc.'s Donaldson Company, Inc. Hourly Employees Pension Plan reported $100M in total assets and 419 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,313 in Manufacturing (20,602 peers)

Coverage in Minnesota

Donaldson Company, Inc. Hourly Employees Pension Plan covers 419 participants in Minnesota, about 37% of the average Minnesota filer (state average ~1,126 per filing). Assets: $100M.

#18,313
in Manufacturing (20,602 peers)
-8.7%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Donaldson Company, Inc. Hourly Employees Pension Plan's outsized position by total assets

Donaldson Company, Inc. Hourly Employees Pension Plan vs every filed plan by assets

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

$99,543,316 Top 7% higher than 93% 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

Donaldson Company, Inc. 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. Donaldson Company, Inc. Hourly Employees Pension Plan sits mid-pack in the medium band (419 participants).

Form 5500 schedule snapshot

Filing strip 410222640 · Donaldson Company, Inc. PY 2022 · Defined Benefit (Pension)

Donaldson Company, Inc. Hourly Employees Pension Plan · $100M · 419 · 93rd

  • RANK $100M
  • PHOTO 419
  • IND 93rd
  • EOY Defined Benefit (Pension)
  • 5500 near Grinnell Mutual Retirement Plan
  • ASSETS ind #18313

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. Hourly Employees Pension Plan in the asset neighbourhood

Grinnell Mutual Retirement PlanGrinnell Mutual Retirement P…$100MDomtar US Salaried Pension PlanDomtar US Salaried Pension P…$100MDonaldson Company, Inc. Hourly Employees Pension PlanDonaldson Company, Inc. Hour…$100MThe Dial Corporation Future Security PlanThe Dial Corporation Future …$100MIBEW Local Union No. 98, Zone 2 Pension Trust FundIBEW Local Union No. 98, Zon…$99M
End-of-year total assets ($M) among Donaldson Company, Inc. Hourly Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$100M
Net Income-$9M
Employer EIN410222640
Plan Effective Date1962-08-01
Filing StatusFILING 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
$0.9B$0.95B$1B$1.05B$1.1B$1.15B 202220232024 $0.94B $1.1B ▲ +17.0%
Year Plans Participants Total Assets
2022 3 5,542 $939M
2023 3 5,561 $1.0B
2024 3 5,454 $1.1B

Nearby Defined Benefit (Pension) Plans in Minnesota

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

Donaldson Company, Inc. Hourly Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Donaldson Company, Inc. Hourly Employees Pension Plan, Total assets ($B): 0.099543316 · Participants: 419Donaldson Company, Inc. Hourly Employees Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 14.047885796 · Participants: 121603M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 10.299849315 · Participants: 66434Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 3.940696075 · Participants: 25144The Travelers Pension PlanU.S. Bank Pension Plan, Total assets ($B): 3.73901396 · Participants: 55836U.S. Bank Pension PlanTarget Corporation Pension Plan, Total assets ($B): 3.348662968 · Participants: 50515Target Corporation Pension Plan
Donaldson Company, Inc. Hourly Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Donaldson Company, Inc. Hourly Employees Pension Plan side-by-side with 3 peers →

Donaldson Company, Inc. Hourly Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Grinnell Mutual Retirement Plan in IA ($100M); by covered participants it is Zimmer Biomet Holdings, Inc. Retirement Income Plan in IN (419 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($100M here).

Similar participant headcount

Nearest other-state filings by covered participants (419 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 Donaldson Company, Inc. Hourly Employees Pension Plan assets move in 2022? ▼
Donaldson Company, Inc. Hourly Employees Pension Plan pulled back noticeably - down 8.7% during 2022, from $109M to $100M. Reported net income was -$9M.
How have Donaldson Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donaldson Company, Inc.'s sponsor-wide assets grew 16.9%, from $939M to $1.1B.
Where does Donaldson Company, Inc. Hourly Employees Pension Plan rank by assets among Form 5500 filers? ▼
Donaldson Company, Inc. Hourly Employees Pension Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Donaldson Company, Inc. Hourly Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Grinnell Mutual Retirement Plan in IA ($100M, 305 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Donaldson Company, Inc. Hourly Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Zimmer Biomet Holdings, Inc. Retirement Income Plan in IN (419 participants, $346M 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 410222640.

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.