Defined Benefit (Pension) · DOL Form 5500 · 2023

Dana Limited Pension Plan

Data updated 2026-08-25

$251M
Total assets Near avg plan size
358
Participants Below avg headcount
96th
Percentile by assets National rank
$700,763
Avg per participant High balance/head
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Official DOL plan name: Dana U.S.W. Hourly Employees' Pension Plan · Sponsored by Dana Limited · Ohio · Manufacturing

$251M in assets, 358 participants

Dana Limited's Dana U.S.W. Hourly Employees' Pension Plan reported $251M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,417 in Manufacturing (18,722 peers)

Coverage in Ohio

Dana U.S.W. Hourly Employees' Pension Plan covers 358 participants in Ohio, about 47% of the average Ohio filer (state average ~765 per filing). Assets: $251M.

#17,417
in Manufacturing (18,722 peers)
-0.7%
assets change YoY
2.5×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dana U.S.W. Hourly Employees' Pension Plan's outsized position by total assets

Dana U.S.W. Hourly Employees' Pension Plan vs every filed plan by assets

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

$250,873,274 Top 4% higher than 96% 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

Dana U.S.W. Hourly Employees' Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dana U.S.W. Hourly Employees' Pension Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dana U.S.W. Hourly Employees' Pension Plan reported net income rose from -$92M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Dana U.S.W. Hourly Employees' Pension Plan reported participants fell from 401 in the plan year 2022 filing to 358 in the plan year 2023 filing.
  • Dana U.S.W. Hourly Employees' Pension Plan end-of-year assets fell from $253M in the plan year 2022 filing to $251M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261318190 · Dana Limited PY 2023 · Defined Benefit (Pension)

Dana U.S.W. Hourly Employees' Pension Plan · $251M · 358 · 96th

  • PHOTO $251M
  • PHOTO 358
  • PHOTO 96th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Seafarers Officers and Employees Pension Plan
  • PHOTO ind #17417

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 Ohio →

Dana U.S.W. Hourly Employees' Pension Plan in the asset neighbourhood

Dana U.S.W. Hourly Employees' Pension PlanDana U.S.W. Hourly Employees…$251MSeafarers Officers and Employees Pension PlanSeafarers Officers and Emplo…$251MRoseburg Forest Products Co. and Carpenters Industrial Council Pension PlanRoseburg Forest Products Co.…$251MBemis Retirement Plan$251MKnights of Columbus Agents Pension PlanKnights of Columbus Agents P…$251M
End-of-year total assets ($M) among Dana U.S.W. Hourly Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$253M
Net Assets (End of Year)$251M
Net Income-$2M
Employer EIN261318190
Plan Effective Date2017-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dana Limited)

Sponsor-wide plan assets over time

All Dana Limited plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 13.86715683680494% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B 202220232024 $1.37B $1.56B ▲ +13.9%
Year Plans Participants Total Assets
2022 5 8,406 $1.4B
2023 5 10,022 $1.5B
2024 5 9,808 $1.6B

Nearby Defined Benefit (Pension) Plans in Ohio

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

Dana U.S.W. Hourly Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Dana U.S.W. Hourly Employees' Pension Plan, Total assets ($B): 0.250873274 · Participants: 358Dana U.S.W. Hourly Employees' Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Dana U.S.W. Hourly Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Dana U.S.W. Hourly Employees' Pension Plan side-by-side with 3 peers →

Dana U.S.W. Hourly Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Seafarers Officers and Employees Pension Plan in MD ($251M); by covered participants it is Wec Energy Group Retirement Plan for Wec Business Services in WI (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 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 Dana U.S.W. Hourly Employees' Pension Plan assets move in 2023? ▼
Dana U.S.W. Hourly Employees' Pension Plan held essentially flat - down 0.7% during 2023, from $253M to $251M. Reported net income was -$2M.
How have Dana Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dana Limited's sponsor-wide assets grew 13.9%, from $1.4B to $1.6B.
Where does Dana U.S.W. Hourly Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Dana U.S.W. Hourly Employees' Pension Plan ranks in the 96th 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 Defined Benefit (Pension) plans are similar in size to Dana U.S.W. Hourly Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Seafarers Officers and Employees Pension Plan in MD ($251M, 400 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dana U.S.W. Hourly Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wec Energy Group Retirement Plan for Wec Business Services in WI (358 participants, $191M 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 261318190.

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.