401(k) · DOL Form 5500 · 2024
Danfoss Power Solutions II, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $49,325
- Avg per participant Low balance/head
Official DOL plan name: Danfoss Personal Investment Plan · Sponsored by Danfoss Power Solutions II, LLC · Iowa · Manufacturing
$8M in assets, 157 participants
Danfoss Power Solutions II, LLC's Danfoss Personal Investment Plan reported $8M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #6,177 in Manufacturing (17,777 peers)
Coverage in Iowa
Danfoss Personal Investment Plan covers 157 participants in Iowa, about 26% of the average Iowa filer (state average ~609 per filing). Assets: $8M.
- #6,177
- in Manufacturing (17,777 peers)
- +19.5%
- assets growth YoY
Danfoss Personal Investment Plan's mid-pack asset rank among Manufacturing and all filers
Danfoss Personal Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,744,024 Top 50% higher than 50% 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
Danfoss Personal Investment Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Danfoss Personal Investment Plan sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Danfoss Personal Investment Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Danfoss Personal Investment Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Danfoss Personal Investment Plan reported participants fell from 165 in the plan year 2023 filing to 157 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 851065969 · Danfoss Power Solutions II, LLC PY 2024 · 401(k)
Danfoss Personal Investment Plan · $8M · 157 · 50th
- RANK $8M
- PHOTO 157
- IND 50th
- EOY 401(k)
- 5500 near Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust
- ASSETS ind #6177
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 Iowa →
Danfoss Personal Investment Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 851065969 |
| Plan Effective Date | 2021-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Danfoss Power Solutions II, LLC)
Sponsor-wide plan assets over time
All Danfoss Power Solutions II, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $185M 68.72615660913749% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,839 | $110M |
| 2023 | 2 | 2,731 | $154M |
| 2024 | 2 | 2,716 | $185M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Danfoss Personal Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust in MN ($8M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Otis It Inc (DE) 157 · 0 off
- Cogent Solutions and Supplies 401(k) Profit Sharing Plan (CA) 157 · 0 off
- Wsim 401(k) Retirement Plan (TX) 157 · 0 off
- 3-G Construction Co., Inc. 401(k) Plan (AZ) 157 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.