401(k) · DOL Form 5500 · 2023
Dana Limited 401(k) Plan
Data updated 2026-08-11
- $256M
- Total assets
- 6,318
- Participants
- 96th
- Percentile by assets
- $40,541
- Avg per participant
Official DOL plan name: Dana Hourly Bargained Retirement and Savings Plan · Sponsored by Dana Limited · Ohio · Manufacturing
$256M in assets, 6,318 participants
Dana Limited's Dana Hourly Bargained Retirement and Savings Plan reported $256M in total assets and 6,318 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.
- 96th percentile by assets (of 127,072 plans)
- #17,434 in Manufacturing (18,722 peers)
Coverage in Ohio
Dana Hourly Bargained Retirement and Savings Plan covers 6,318 participants in Ohio, 8.3x the typical Ohio plan (state average ~765 per filing). Assets: $256M.
- $256M
- total plan assets (2023 EOY)
- 6,318
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $40,541
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dana Hourly Bargained Retirement and Savings Plan reported net income rose from -$40M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Dana Hourly Bargained Retirement and Savings Plan reported participants rose from 4,868 in the plan year 2022 filing to 6,318 in the plan year 2023 filing.
- Dana Hourly Bargained Retirement and Savings Plan end-of-year assets rose from $227M in the plan year 2022 filing to $256M in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Dana Hourly Bargained Retirement and Savings Plan reports 6,318 participants - 8.3x that state average ($256M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $227M |
|---|---|
| Net Assets (End of Year) | $256M |
| Net Income | $30M |
| Employer EIN | 261318190 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dana Limited)
| 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 Hourly Bargained Retirement and Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Scale composition for Dana Hourly Bargained Retirement and Savings Plan
Dana Hourly Bargained Retirement and Savings Plan reports $256M in end-of-year assets across 6,318 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $40,541 per participant (29% of the national average assets-per-participant) . Net income for plan year 2023 was $30M.
This plan identity (EIN 261318190, plan #106) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $227M to $275M (+21.1%) while covered participants moved from 4,868 to 5,930 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,868 | $227M | Open filing |
| 2023 | 6,318 | $256M | This page |
| 2024 · index core | 5,930 | $275M | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Dana Retirement Savings Plan (401(k), $896M, 3,211 participants)
- Dana Hourly Bargained Retirement and Savings Plan (401(k), $275M, 5,930 participants)
- Dana U.S.W. Hourly Employees' Pension Plan (Defined Benefit (Pension), $231M, 330 participants)
- Dana Combined Hourly Employees' Pension Plan (Defined Benefit (Pension), $151M, 306 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Dana Hourly Bargained Retirement and Savings Plan by total assets, not by location.
- B. Riley Financial, Inc. 401(k) Profit Sharing Plan (CA) $256M · 1,255
- Starfish Holdings 401(k) Retirement Plan (AL) $256M · 1,391
- Bureau Veritas Industries & Facilities 401(k) Profit Sharing Plan (TX) $256M · 3,219
- Wellpath 401(k) Plan (TN) $256M · 11,221
Frequently Asked Questions
How did Dana Hourly Bargained Retirement and Savings Plan assets move in 2023? ▼
How have Dana Limited plan assets changed over time? ▼
Where does Dana Hourly Bargained Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Dana Hourly Bargained Retirement and Savings Plan? ▼
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Filing takeaways
Ways to act on Dana Hourly Bargained Retirement and Savings Plan's numbers.
- By total assets, Dana Hourly Bargained Retirement and Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Dana Limited's sponsor-wide assets have grown 13.9% since 2022 across 3 plan years on file. More Manufacturing plans