401(k) · DOL Form 5500 · 2023

Donnelley Financial, LLC 401(k) Plan

Data updated 2026-08-25

$475M
Total assets Above avg plan size
1,747
Participants Near avg headcount
97th
Percentile by assets National rank
$272,146
Avg per participant High balance/head
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Official DOL plan name: Donnelley Financial Savings Plan · Sponsored by Donnelley Financial, LLC · Illinois · Manufacturing

$475M in assets, 1,747 participants

Donnelley Financial, LLC's Donnelley Financial Savings Plan reported $475M in total assets and 1,747 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,903 in Manufacturing (18,722 peers)

Coverage in Illinois

Donnelley Financial Savings Plan covers 1,747 participants in Illinois, 2.2x the typical Illinois plan (state average ~779 per filing). Assets: $475M.

#17,903
in Manufacturing (18,722 peers)
+8.9%
assets growth YoY
4.8×
vs typical plan assets (national mean)

Donnelley Financial Savings Plan's outsized position by total assets

Donnelley Financial Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$475,439,064 Top 3% higher than 97% of 127,068 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 2023

Donnelley Financial Savings 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. Donnelley Financial Savings Plan lands in the large band (1,747 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Donnelley Financial Savings Plan reported net income rose from -$101M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Donnelley Financial Savings Plan end-of-year assets rose from $436M in the plan year 2022 filing to $475M in the plan year 2023 filing.
  • Donnelley Financial Savings Plan reported participants fell from 1,767 in the plan year 2022 filing to 1,747 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132618477 · Donnelley Financial, LLC PY 2023 · 401(k)

Donnelley Financial Savings Plan · $475M · 1,747 · 97th

  • RANK $475M
  • PHOTO 1,747
  • IND 97th
  • EOY 401(k)
  • 5500 near Robert Half Inc. 401(k) Plan
  • ASSETS ind #17903

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 Savings Plan in the asset neighbourhood

Milbank Retirement Savings PlanMilbank Retirement Savings P…$476MExtensis Group Retirement Savings PlanExtensis Group Retirement Sa…$476MRobert Half Inc. 401(k) Plan$476MDonnelley Financial Savings PlanDonnelley Financial Savings …$475MSuccesswise Pooled Employer PlanSuccesswise Pooled Employer …$475M
End-of-year total assets ($M) among Donnelley Financial Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$436M
Net Assets (End of Year)$475M
Net Income$39M
Employer EIN132618477
Plan Effective Date2016-09-02
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 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Donnelley Financial Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Donnelley Financial Savings Plan, Total assets ($B): 0.475439064 · Participants: 1747Donnelley Financial Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Donnelley Financial Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Donnelley Financial Savings Plan side-by-side with 3 peers →

Donnelley Financial Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Robert Half Inc. 401(k) Plan in CA ($476M); by covered participants it is Barry University 401(k) Plan in FL (1,747 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($475M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,747 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Donnelley Financial Savings Plan assets move in 2023? ▼
Donnelley Financial Savings Plan grew at a solid clip - up 8.9% during 2023, from $436M to $475M. Reported net income was $39M.
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 Savings Plan rank by assets among Form 5500 filers? ▼
Donnelley Financial Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Donnelley Financial Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert Half Inc. 401(k) Plan in CA ($476M, 6,601 participants).
Which 401(k) plans cover a similar participant headcount to Donnelley Financial Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Barry University 401(k) Plan in FL (1,747 participants, $92M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.