Defined Benefit (Pension) · DOL Form 5500 · 2023
Donaldson Company, Inc. Pension Plan
Data updated 2026-08-25
- $178M
- Total assets Near avg plan size
- 974
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $183,088
- Avg per participant Above avg balance/head
Official DOL plan name: Donaldson Company, Inc. Salaried Employees Pension Plan · Sponsored by Donaldson Company, Inc. · Minnesota · Manufacturing
$178M in assets, 974 participants
Donaldson Company, Inc.'s Donaldson Company, Inc. Salaried Employees Pension Plan reported $178M in total assets and 974 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #17,076 in Manufacturing (18,722 peers)
Where Donaldson Company, Inc. Salaried Employees Pension Plan sits by assets
Donaldson Company, Inc. Salaried Employees Pension Plan sits in the top 10% of all filed plans by assets, $178M for 974 participants (~$183,088/participant), down 2.8% in 2023.
- #17,076
- in Manufacturing (18,722 peers)
- -2.8%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Donaldson Company, Inc. Salaried Employees Pension Plan's outsized position by total assets
Donaldson Company, Inc. Salaried Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$178,327,468 Top 6% higher than 94% 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
Donaldson Company, Inc. Salaried Employees Pension 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. Donaldson Company, Inc. Salaried Employees Pension Plan sits mid-pack in the medium band (974 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Donaldson Company, Inc. Salaried Employees Pension Plan reported net income rose from -$23M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
- Donaldson Company, Inc. Salaried Employees Pension Plan reported participants fell from 1,063 in the plan year 2022 filing to 974 in the plan year 2023 filing.
- Donaldson Company, Inc. Salaried Employees Pension Plan end-of-year assets fell from $183M in the plan year 2022 filing to $178M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 410222640 · Donaldson Company, Inc. PY 2023 · Defined Benefit (Pension)
Donaldson Company, Inc. Salaried Employees Pension Plan · $178M · 974 · 94th
- BOY $178M
- SCH 974
- EBSA 94th
- PART Defined Benefit (Pension)
- TYPE near California Casualty Management Co. Pension Plan
- NET ind #17076
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 Minnesota →
Donaldson Company, Inc. Salaried Employees Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $178M |
| Net Income | -$5M |
| Employer EIN | 410222640 |
| Plan Effective Date | 1955-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Donaldson Company, Inc.)
Sponsor-wide plan assets over time
All Donaldson Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 16.923879640503454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 5,542 | $939M |
| 2023 | 3 | 5,561 | $1.0B |
| 2024 | 3 | 5,454 | $1.1B |
Nearby Defined Benefit (Pension) Plans in Minnesota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 3M Employee Retirement Income Plan $14.3B · 10,638
- Mayo Pension Plan $11.0B · 69,155
- The Travelers Pension Plan $4.2B · 24,884
- General Mills Pension Plan I $4.0B · 383
- U.S. Bank Pension Plan $4.0B · 56,287
Donaldson Company, Inc. Salaried Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Minnesota, the nearest Defined Benefit (Pension) by assets is California Casualty Management Co. Pension Plan in CA ($178M); by covered participants it is Commonwealth Health Corporation Restated Retirement Plan in KY (973 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($178M here).
- California Casualty Management Co. Pension Plan (CA) $178M · 130
- B.a.C. Local No. 3 Pension Plan (CA) $178M · 784
- Bayhealth Medical Center, Inc. Pension Plan (DE) $178M · 621
- Anixter Inc. Pension Plan (IL) $178M · 1,832
Similar participant headcount
Nearest other-state filings by covered participants (974 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.