401(k) · DOL Form 5500 · 2023

Dana Limited 401(k) Plan

Data updated 2026-08-25

$833M
Total assets Above avg plan size
2,986
Participants Above avg headcount
98th
Percentile by assets National rank
$278,833
Avg per participant High balance/head
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Official DOL plan name: Dana Retirement Savings Plan · Sponsored by Dana Limited · Ohio · Manufacturing

$833M in assets, 2,986 participants

Dana Limited's Dana Retirement Savings Plan reported $833M in total assets and 2,986 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.

  • #18,183 in Manufacturing (18,722 peers)

Coverage in Ohio

Dana Retirement Savings Plan covers 2,986 participants in Ohio, 3.9x the typical Ohio plan (state average ~765 per filing). Assets: $833M.

#18,183
in Manufacturing (18,722 peers)
+16.3%
assets growth YoY
8.4×
vs typical plan assets (national mean)

Dana Retirement Savings Plan's outsized position by total assets

Dana Retirement Savings Plan vs every filed plan by assets

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

$832,595,070 Top 2% higher than 98% 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 Retirement 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. Dana Retirement Savings Plan lands in the large band (2,986 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dana Retirement Savings Plan reported net income rose from -$126M in the plan year 2022 filing to $116M in the plan year 2023 filing.
  • Dana Retirement Savings Plan end-of-year assets rose from $716M in the plan year 2022 filing to $833M in the plan year 2023 filing.
  • Dana Retirement Savings Plan reported participants rose from 2,744 in the plan year 2022 filing to 2,986 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 261318190 · Dana Limited PY 2023 · 401(k)

Dana Retirement Savings Plan · $833M · 2,986 · 98th

  • BOOK $833M
  • BOOK 2,986
  • BOOK 98th
  • BOOK 401(k)
  • BOOK near Ucb, Inc. 401(k) Retirement Plan
  • BOOK ind #18183

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 Retirement Savings Plan in the asset neighbourhood

Scripps Clinic Medical Group, Inc. Retirement Savings PlanScripps Clinic Medical Group…$835MDana Retirement Savings Plan$833MUcb, Inc. 401(k) Retirement PlanUcb, Inc. 401(k) Retirement …$832MSaint Luke's 403(b) Plan$831MMdu Resources Group, Inc. 401(k) Retirement PlanMdu Resources Group, Inc. 40…$830M
End-of-year total assets ($M) among Dana Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$716M
Net Assets (End of Year)$833M
Net Income$116M
Employer EIN261318190
Plan Effective Date2009-04-01
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 401(k) Plans in Ohio

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

Dana Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Dana Retirement Savings Plan, Total assets ($B): 0.83259507 · Participants: 2986Dana Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Dana Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Dana Retirement Savings Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Ucb, Inc. 401(k) Retirement Plan in GA ($832M); by covered participants it is Lg Electronics Retirement Plan in NJ (2,987 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($833M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,986 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 Retirement Savings Plan assets move in 2023? ▼
Dana Retirement Savings Plan grew sharply - up 16.3% during 2023, from $716M to $833M. Reported net income was $116M.
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 Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Dana Retirement Savings Plan ranks in the 98th 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 Dana Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ucb, Inc. 401(k) Retirement Plan in GA ($832M, 1,691 participants).
Which 401(k) plans cover a similar participant headcount to Dana Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lg Electronics Retirement Plan in NJ (2,987 participants, $384M 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.