Defined Benefit (Pension) · DOL Form 5500 · 2022

Donnelley Financial, LLC Pension Plan

Data updated 2026-08-25

$189M
Total assets Near avg plan size
745
Participants Near avg headcount
95th
Percentile by assets National rank
$253,405
Avg per participant Above avg balance/head
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Official DOL plan name: Donnelley Financial Pension Plan · Sponsored by Donnelley Financial, LLC · Illinois · Manufacturing

$189M in assets, 745 participants

Donnelley Financial, LLC's Donnelley Financial Pension Plan reported $189M in total assets and 745 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,115 in Manufacturing (20,602 peers)

Where Donnelley Financial Pension Plan sits by assets

Donnelley Financial Pension Plan sits in the top 5% of all filed plans by assets, $189M for 745 participants (~$253,405/participant), down 5.5% in 2022.

#19,115
in Manufacturing (20,602 peers)
-5.5%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Donnelley Financial Pension Plan's outsized position by total assets

Donnelley Financial Pension Plan vs every filed plan by assets

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

$188,786,495 Top 5% higher than 95% 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

Donnelley Financial 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. Donnelley Financial Pension Plan sits mid-pack in the medium band (745 participants).

DOL schedule card

Filing strip 132618477 · Donnelley Financial, LLC PY 2022 · Defined Benefit (Pension)

Donnelley Financial Pension Plan · $189M · 745 · 95th

  • BOOK $189M
  • VS-ST 745
  • BOY 95th
  • SCH Defined Benefit (Pension)
  • EBSA near Michiana Area Electrical Workers Pension Fund
  • PART ind #19115

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 Illinois →

Donnelley Financial Pension Plan in the asset neighbourhood

Donnelley Financial Pension PlanDonnelley Financial Pension …$189MMichiana Area Electrical Workers Pension FundMichiana Area Electrical Wor…$189MInsurance Organizations Employees' Retirement PlanInsurance Organizations Empl…$189MSumma Health Retirement Income Plan and TrustSumma Health Retirement Inco…$189MWec Energy Group Retirement Plan for Wec Business ServicesWec Energy Group Retirement …$188M
End-of-year total assets ($M) among Donnelley Financial 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)$200M
Net Assets (End of Year)$188M
Net Income-$11M
Employer EIN132618477
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donnelley Financial, LLC)

Sponsor-wide plan assets over time

All Donnelley Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$509M 18.544339890092367% vs 2022
2024 filing year
$450M$500M$550M$600M$650M$700M 202220232024 $625M $509M ▼ -18.5%
Year Plans Participants Total Assets
2022 2 2,512 $625M
2023 2 2,394 $670M
2024 1 1,577 $509M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Donnelley Financial Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Donnelley Financial Pension Plan, Total assets ($B): 0.188786495 · Participants: 745Donnelley Financial Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Donnelley Financial Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Donnelley Financial Pension Plan side-by-side with 3 peers →

Donnelley Financial Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Michiana Area Electrical Workers Pension Fund in MI ($189M); by covered participants it is Mgic Pension Plan in WI (745 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (745 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 Donnelley Financial Pension Plan assets move in 2022? ▼
Donnelley Financial Pension Plan pulled back noticeably - down 5.5% during 2022, from $200M to $189M. Reported net income was -$11M.
How have Donnelley Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donnelley Financial, LLC's sponsor-wide assets declined 18.5%, from $625M to $509M.
Where does Donnelley Financial Pension Plan rank by assets among Form 5500 filers? ▼
Donnelley Financial Pension Plan ranks in the 95th 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 Donnelley Financial Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Michiana Area Electrical Workers Pension Fund in MI ($189M, 836 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Donnelley Financial Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mgic Pension Plan in WI (745 participants, $367M 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 132618477.

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.