401(k) · DOL Form 5500 · 2023

The Donaldson Group, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 204
Participants Below avg headcount: 43rd
Percentile by assets National rank: $23,440
Avg per participant Low balance/head

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Official DOL plan name: The Donaldson Group, LLC · Sponsored by The Donaldson Group, LLC · Maryland · Real Estate

$5M in assets, 204 participants

The Donaldson Group, LLC's The Donaldson Group, LLC reported $5M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

#2,987 in Real Estate (4,727 peers)

Coverage in Maryland

The Donaldson Group, LLC covers 204 participants in Maryland, about 22% of the average Maryland filer (state average ~929 per filing). Assets: $5M.

#2,987
in Real Estate (4,727 peers): +14.0%
assets growth YoY

The Donaldson Group, LLC's mid-pack asset rank among Real Estate and all filers

The Donaldson Group, LLC vs every filed plan by assets

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

$4,781,661 43rd percentile higher than 43% 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 Donaldson Group, LLC 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 Donaldson Group, LLC sits mid-pack in the medium band (204 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The Donaldson Group, LLC reported net income rose from -$726K in the plan year 2022 filing to $589K in the plan year 2023 filing.
The Donaldson Group, LLC end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 522135284 · The Donaldson Group, LLC PY 2023 · 401(k)

The Donaldson Group, LLC · $5M · 204 · 43rd

PCT $5M
EIN 204
RANK 43rd
PHOTO 401(k)
IND near Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan
EOY ind #2987

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 Real Estate retirement plans → · Plans in Maryland →

End-of-year total assets ($M) among The Donaldson Group, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$589K
Employer EIN	522135284
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Donaldson Group, LLC)

Latest sponsor-wide plan assets: $5M 18.33955051683195% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	204	$4M
2023	1	204	$5M
2024	1	210	$5M

Nearby 401(k) Plans in Maryland

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

The Donaldson Group, LLC vs. nearby 401(k) plans in Maryland, assets vs. participants

Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
Marriott Retirement Savings Plan $10.2B · 96,415
T. Rowe Price U.S. Retirement Program $4.4B · 6,292
Nfl Player Second Career Savings Plan $4.0B · 2,767
Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121

Compare The Donaldson Group, LLC side-by-side with 3 peers →

The Donaldson Group, LLC's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan in FL ($5M); by covered participants it is Bankprov 401(k) Plan in MA (204 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan (FL) $5M · 6
Rango, Inc. 401(k) Plan (AZ) $5M · 434
Presbyterian Homes of Georgia Retirement Plan (GA) $5M · 387
Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust (OR) $5M · 1,458

Similar participant headcount

Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.

Bankprov 401(k) Plan (MA) 204 · 0 off
Metromile Inc 401(k) Plan (CA) 204 · 0 off
Discovery Living, Inc. 401(k) Plan (IA) 204 · 0 off
Computype, Inc. Profit Sharing and 401(k) Plan (MN) 204 · 0 off

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 The Donaldson Group, LLC assets move in 2023? ▼

The Donaldson Group, LLC grew at a solid clip - up 14.0% during 2023, from $4M to $5M. Reported net income was $589K.

How have The Donaldson Group, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Donaldson Group, LLC's sponsor-wide assets grew 18.3%, from $4M to $5M.

Which 401(k) plans are similar in size to The Donaldson Group, LLC? ▼

Among 401(k) plans in other states, the closest by assets is Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan in FL ($5M, 6 participants).

Which 401(k) plans cover a similar participant headcount to The Donaldson Group, LLC? ▼

Among 401(k) plans in other states, the closest by covered participants is Bankprov 401(k) Plan in MA (204 participants, $25M 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 522135284.