401(k) · DOL Form 5500 · 2024
Donaldson Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $827M
- Total assets Above avg plan size
- 4,227
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $195,647
- Avg per participant Above avg balance/head
Official DOL plan name: Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan · Sponsored by Donaldson Company, Inc. · Minnesota · Manufacturing
$827M in assets, 4,227 participants
Donaldson Company, Inc.'s Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan reported $827M in total assets and 4,227 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #17,235 in Manufacturing (17,777 peers)
Coverage in Minnesota
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan covers 4,227 participants in Minnesota, 3.8x the typical Minnesota plan (state average ~1,126 per filing). Assets: $827M.
- #17,235
- in Manufacturing (17,777 peers)
- +11.0%
- assets growth YoY
- 8.3×
- vs typical plan assets (national mean)
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan's outsized position by total assets
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$827,000,720 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan lands in the large band (4,227 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan end-of-year assets rose from $745M in the plan year 2023 filing to $827M in the plan year 2024 filing.
- Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan reported net income fell from $89M in the plan year 2023 filing to $82M in the plan year 2024 filing.
- Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan reported participants rose from 4,213 in the plan year 2023 filing to 4,227 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 410222640 · Donaldson Company, Inc. PY 2024 · 401(k)
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan · $827M · 4,227 · 98th
- EIN $827M
- RANK 4,227
- PHOTO 98th
- IND 401(k)
- EOY near Athenahealth, Inc. 401(k) Plan
- 5500 ind #17235
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. Retirement Savings and Employee Stock Ownership Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $745M |
|---|---|
| Net Assets (End of Year) | $827M |
| Net Income | $82M |
| Employer EIN | 410222640 |
| Plan Effective Date | 1955-12-27 |
| 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 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Athenahealth, Inc. 401(k) Plan in MA ($827M); by covered participants it is Tanner Advantage 401(k) Plan in GA (4,227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($827M here).
- Athenahealth, Inc. 401(k) Plan (MA) $827M · 4,627
- Txnm Energy, Inc. Retirement Savings Plan (NM) $827M · 1,631
- Ralph Lauren Corporation 401(k) Plan (NJ) $827M · 11,047
- Pvh Associates Investment Plan (NJ) $828M · 5,946
Similar participant headcount
Nearest other-state filings by covered participants (4,227 participants); asset peers above are excluded.
- Tanner Advantage 401(k) Plan (GA) 4,227 · 0 off
- Docusign, Inc. 401(k) Plan (CA) 4,226 · 1 off
- 4m Building Solutions Retirement Savings Plan (MO) 4,225 · 2 off
- American National 401(k) Plan (TX) 4,224 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.