401(k) · DOL Form 5500 · 2023
Donaldson Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $745M
- Total assets Above avg plan size
- 4,213
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $176,880
- 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
$745M in assets, 4,213 participants
Donaldson Company, Inc.'s Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan reported $745M in total assets and 4,213 participants in its 2023 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.
- #18,136 in Manufacturing (18,722 peers)
Coverage in Minnesota
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan covers 4,213 participants in Minnesota, 3.7x the typical Minnesota plan (state average ~1,126 per filing). Assets: $745M.
- #18,136
- in Manufacturing (18,722 peers)
- +13.6%
- assets growth YoY
- 7.5×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$745,193,402 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (4,213 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan reported net income rose from -$119M in the plan year 2022 filing to $89M in the plan year 2023 filing.
- Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan end-of-year assets rose from $656M in the plan year 2022 filing to $745M in the plan year 2023 filing.
- Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan reported participants rose from 4,060 in the plan year 2022 filing to 4,213 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 410222640 · Donaldson Company, Inc. PY 2023 · 401(k)
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan · $745M · 4,213 · 98th
- EBSA $745M
- PART 4,213
- TYPE 98th
- NET 401(k)
- BOOK near Willkie Farr & Gallagher LLP Retirement Savings Plan
- VS-ST ind #18136
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) | $656M |
|---|---|
| Net Assets (End of Year) | $745M |
| Net Income | $89M |
| 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 $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
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 Willkie Farr & Gallagher LLP Retirement Savings Plan in NY ($745M); by covered participants it is First Quality Savings and Investment Plan in NY (4,213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($745M here).
- Willkie Farr & Gallagher LLP Retirement Savings Plan (NY) $745M · 1,553
- Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan (OH) $746M · 1,216
- The Helmerich & Payne, Inc. 401(k)/Thrift Plan (OK) $746M · 7,230
- Engage Peo Retirement Savings Plan (FL) $747M · 21,204
Similar participant headcount
Nearest other-state filings by covered participants (4,213 participants); asset peers above are excluded.
- First Quality Savings and Investment Plan (NY) 4,213 · 0 off
- Toyoda Gosei 401(k) Plan (MI) 4,212 · 1 off
- Royal Caribbean Cruises Ltd. Ret. Savings Plan (FL) 4,217 · 4 off
- Prestige Management Employee Plan (KY) 4,217 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.