Defined Benefit (Pension) · DOL Form 5500 · 2023

Donnelley Financial, LLC Pension Plan

Data updated 2026-08-25

$195M
Total assets Near avg plan size
647
Participants Below avg headcount
95th
Percentile by assets National rank
$301,004
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Donnelley Financial Pension Plan · Sponsored by Donnelley Financial, LLC · Illinois · Manufacturing

$195M in assets, 647 participants

Donnelley Financial, LLC's Donnelley Financial Pension Plan reported $195M in total assets and 647 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #17,161 in Manufacturing (18,722 peers)

Where Donnelley Financial Pension Plan sits by assets

Donnelley Financial Pension Plan sits in the top 5% of all filed plans by assets, $195M for 647 participants (~$301,004/participant), up 3.2% in 2023.

#17,161
in Manufacturing (18,722 peers)
+3.2%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Donnelley Financial Pension Plan's outsized position by total assets

Donnelley Financial Pension Plan vs every filed plan by assets

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

$194,749,786 Top 5% higher than 95% 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

Donnelley Financial 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. Donnelley Financial Pension Plan sits mid-pack in the medium band (647 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Donnelley Financial Pension Plan reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Donnelley Financial Pension Plan reported participants fell from 745 in the plan year 2022 filing to 647 in the plan year 2023 filing.
  • Donnelley Financial Pension Plan end-of-year assets rose from $189M in the plan year 2022 filing to $195M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132618477 · Donnelley Financial, LLC PY 2023 · Defined Benefit (Pension)

Donnelley Financial Pension Plan · $195M · 647 · 95th

  • BOY $195M
  • SCH 647
  • EBSA 95th
  • PART Defined Benefit (Pension)
  • TYPE near Alaska Plumbing and Pipefitting Industry Pension Plan
  • NET ind #17161

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 Illinois →

Donnelley Financial Pension Plan in the asset neighbourhood

Retirement Allowance Plan of the University of PennsylvaniaRetirement Allowance Plan of…$195MRetirement Plan of Marathon Oil CompanyRetirement Plan of Marathon …$195MDonnelley Financial Pension PlanDonnelley Financial Pension …$195MAlaska Plumbing and Pipefitting Industry Pension PlanAlaska Plumbing and Pipefitt…$195MBac - Salaried Employees Pension PlanBac - Salaried Employees Pen…$194M
End-of-year total assets ($M) among Donnelley Financial Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$189M
Net Assets (End of Year)$194M
Net Income$6M
Employer EIN132618477
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donnelley Financial, LLC)

Sponsor-wide plan assets over time

All Donnelley Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$509M 18.544339890092367% vs 2022
2024 filing year
$450M$500M$550M$600M$650M$700M 202220232024 $625M $509M ▼ -18.5%
Year Plans Participants Total Assets
2022 2 2,512 $625M
2023 2 2,394 $670M
2024 1 1,577 $509M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Donnelley Financial Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Donnelley Financial Pension Plan, Total assets ($B): 0.194749786 · Participants: 647Donnelley Financial Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Donnelley Financial Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Donnelley Financial Pension Plan side-by-side with 3 peers →

Donnelley Financial Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Alaska Plumbing and Pipefitting Industry Pension Plan in OR ($195M); by covered participants it is Pension Plan for the Employees of Charlotte Pipe and Foundry Company in NC (647 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (647 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 Donnelley Financial Pension Plan assets move in 2023? ▼
Donnelley Financial Pension Plan edged up modestly - up 3.2% during 2023, from $189M to $195M. Reported net income was $6M.
How have Donnelley Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donnelley Financial, LLC's sponsor-wide assets declined 18.5%, from $625M to $509M.
Where does Donnelley Financial Pension Plan rank by assets among Form 5500 filers? ▼
Donnelley Financial Pension Plan ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to Donnelley Financial Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alaska Plumbing and Pipefitting Industry Pension Plan in OR ($195M, 499 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Donnelley Financial Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for the Employees of Charlotte Pipe and Foundry Company in NC (647 participants, N/A 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 132618477.

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.