401(k) · DOL Form 5500 · 2023
Palmer-Donavin Manufacturing Company 401(k) Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 524
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $97,626
- Avg per participant Below avg balance/head
Official DOL plan name: The Palmer-Donavin Retirement Plan · Sponsored by Palmer-Donavin Manufacturing Company · Ohio · Wholesale Trade
$51M in assets, 524 participants
Palmer-Donavin Manufacturing Company's The Palmer-Donavin Retirement Plan reported $51M in total assets and 524 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #5,497 in Wholesale Trade (6,309 peers)
Where The Palmer-Donavin Retirement Plan sits by assets
The Palmer-Donavin Retirement Plan sits in the top quartile of all filed plans by assets, $51M for 524 participants (~$97,626/participant), up 16.0% in 2023.
- #5,497
- in Wholesale Trade (6,309 peers)
- +16.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The Palmer-Donavin Retirement Plan's outsized position by total assets
The Palmer-Donavin Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,155,782 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Palmer-Donavin Retirement 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. The Palmer-Donavin Retirement Plan sits mid-pack in the medium band (524 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Palmer-Donavin Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The Palmer-Donavin Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- The Palmer-Donavin Retirement Plan reported participants rose from 508 in the plan year 2022 filing to 524 in the plan year 2023 filing.
DOL schedule card
Filing strip 314274980 · Palmer-Donavin Manufacturing Company PY 2023 · 401(k)
The Palmer-Donavin Retirement Plan · $51M · 524 · 86th
- NET $51M
- BOOK 524
- VS-ST 86th
- BOY 401(k)
- SCH near Lion Copolymer Geismar LLC Savings and Supplemental Plan
- EBSA ind #5497
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 Wholesale Trade retirement plans → · Plans in Ohio →
The Palmer-Donavin Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $7M |
| Employer EIN | 314274980 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palmer-Donavin Manufacturing Company)
Sponsor-wide plan assets over time
All Palmer-Donavin Manufacturing Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 22.218446792920197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 508 | $44M |
| 2023 | 1 | 524 | $51M |
| 2024 | 1 | 577 | $54M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
The Palmer-Donavin Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Lion Copolymer Geismar LLC Savings and Supplemental Plan in LA ($51M); by covered participants it is Stahlbush Island Farms, Inc. 401(k) and Profit Sharing Plan in OR (524 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (524 participants); asset peers above are excluded.
- Stahlbush Island Farms, Inc. 401(k) and Profit Sharing Plan (OR) 524 · 0 off
- Advantage Benefits Company, LLC 401(k) Retirement Plan (FL) 524 · 0 off
- Freedom Solar 401(k) Savings Plan (TX) 524 · 0 off
- Saes Sma 401(k) Plan (CT) 524 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.