401(k) · DOL Form 5500 · 2022
The Donaldson Group, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 204
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $20,554
- Avg per participant Low balance/head
Official DOL plan name: The Donaldson Group, LLC · Sponsored by The Donaldson Group, LLC · Maryland · Real Estate
$4M in assets, 204 participants
The Donaldson Group, LLC's The Donaldson Group, LLC reported $4M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #3,284 in Real Estate (5,057 peers)
Coverage in Maryland
The Donaldson Group, LLC covers 204 participants in Maryland, about 22% of the average Maryland filer (state average ~929 per filing). Assets: $4M.
- #3,284
- in Real Estate (5,057 peers)
- -14.8%
- assets change YoY
The plan reported a net loss of $726K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Donaldson Group, LLC's mid-pack asset rank among Real Estate and all filers
The Donaldson Group, LLC vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,192,949 47th percentile higher than 47% 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
The Donaldson Group, LLC 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. The Donaldson Group, LLC sits mid-pack in the medium band (204 participants).
EBSA filing schedule strip
Filing strip 522135284 · The Donaldson Group, LLC PY 2022 · 401(k)
The Donaldson Group, LLC · $4M · 204 · 47th
- BOY $4M
- SCH 204
- EBSA 47th
- PART 401(k)
- TYPE near Thompson Chiropractic 401(k) Psp & Trust
- NET ind #3284
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 Real Estate retirement plans → · Plans in Maryland →
The Donaldson Group, LLC in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$726K |
| Employer EIN | 522135284 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Donaldson Group, LLC)
Sponsor-wide plan assets over time
All The Donaldson Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 18.33955051683195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $4M |
| 2023 | 1 | 204 | $5M |
| 2024 | 1 | 210 | $5M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
The Donaldson Group, LLC's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Thompson Chiropractic 401(k) Psp & Trust in NJ ($4M); by covered participants it is Derry Medical Center 401(k) Plan in NH (204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Thompson Chiropractic 401(k) Psp & Trust (NJ) $4M · 105
- Yankee Leisure Group 401(k) Plan (MA) $4M · 71
- Critical Systems 401(k) Plan (ID) $4M · 72
- Integrity, Inc. Salary and Savings Plan (MO) $4M · 60
Similar participant headcount
Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.
- Derry Medical Center 401(k) Plan (NH) 204 · 0 off
- Russ' Restaurants Savings and Retirement Plan (MI) 204 · 0 off
- Trellis Rx 401(k) Plan (GA) 204 · 0 off
- Perch 401(k) Plan (DE) 204 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.