401(k) · DOL Form 5500 · 2023

Dana Limited 401(k) Plan

Data updated 2026-08-25

$256M
Total assets Near avg plan size
6,318
Participants Above avg headcount
96th
Percentile by assets National rank
$40,541
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,434
in Manufacturing (18,722 peers)
+12.9%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Dana Hourly Bargained Retirement and Savings Plan's outsized position by total assets

Dana Hourly Bargained Retirement and Savings Plan vs every filed plan by assets

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

$256,140,145 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 Hourly Bargained Retirement and 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 Hourly Bargained Retirement and Savings Plan lands in the large band (6,318 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Dana Hourly Bargained Retirement and Savings Plan · $256M · 6,318 · 96th

  • EOY $256M
  • 5500 6,318
  • ASSETS 96th
  • PCT 401(k)
  • EIN near B. Riley Financial, Inc. 401(k) Profit Sharing Plan
  • RANK ind #17434

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 Hourly Bargained Retirement and Savings Plan in the asset neighbourhood

B. Riley Financial, Inc. 401(k) Profit Sharing PlanB. Riley Financial, Inc. 401…$256MDana Hourly Bargained Retirement and Savings PlanDana Hourly Bargained Retire…$256MStarfish Holdings 401(k) Retirement PlanStarfish Holdings 401(k) Ret…$256MBureau Veritas Industries & Facilities 401(k) Profit Sharing PlanBureau Veritas Industries & …$256MWellpath 401(k) Plan$256M
End-of-year total assets ($M) among Dana Hourly Bargained Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$227M
Net Assets (End of Year)$256M
Net Income$30M
Employer EIN261318190
Plan Effective Date1996-07-01
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 Hourly Bargained Retirement and Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -50510152025 Total assets ($B) Participants Dana Hourly Bargained Retirement and Savings Plan, Total assets ($B): 0.256140145 · Participants: 6318Dana Hourly Bargained Retirement and 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 Hourly Bargained Retirement and Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Dana Hourly Bargained Retirement and Savings Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is B. Riley Financial, Inc. 401(k) Profit Sharing Plan in CA ($256M); by covered participants it is Hanesbrands Inc. Retirement Savings Plan in NC (6,318 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($256M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,318 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 Hourly Bargained Retirement and Savings Plan assets move in 2023? ▼
Dana Hourly Bargained Retirement and Savings Plan grew at a solid clip - up 12.9% during 2023, from $227M to $256M. Reported net income was $30M.
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 Hourly Bargained Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Dana Hourly Bargained Retirement and Savings 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 401(k) plans are similar in size to Dana Hourly Bargained Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is B. Riley Financial, Inc. 401(k) Profit Sharing Plan in CA ($256M, 1,255 participants).
Which 401(k) plans cover a similar participant headcount to Dana Hourly Bargained Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanesbrands Inc. Retirement Savings Plan in NC (6,318 participants, $665M 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.