401(k) · DOL Form 5500 · 2024
Dana Limited 401(k) Plan
Data updated 2026-08-25
- $275M
- Total assets Near avg plan size
- 5,930
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $46,340
- Avg per participant Low balance/head
Official DOL plan name: Dana Hourly Bargained Retirement and Savings Plan · Sponsored by Dana Limited · Ohio · Manufacturing
$275M in assets, 5,930 participants
Dana Limited's Dana Hourly Bargained Retirement and Savings Plan reported $275M in total assets and 5,930 participants in its 2024 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.
- #16,529 in Manufacturing (17,777 peers)
Coverage in Ohio
Dana Hourly Bargained Retirement and Savings Plan covers 5,930 participants in Ohio, 7.8x the typical Ohio plan (state average ~765 per filing). Assets: $275M.
- #16,529
- in Manufacturing (17,777 peers)
- +7.3%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Dana Hourly Bargained Retirement and Savings Plan's outsized position by total assets
Dana Hourly Bargained Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$274,797,908 Top 5% higher than 95% 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
Dana Hourly Bargained Retirement and Savings 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. Dana Hourly Bargained Retirement and Savings Plan lands in the large band (5,930 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dana Hourly Bargained Retirement and Savings Plan reported net income fell from $30M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Dana Hourly Bargained Retirement and Savings Plan end-of-year assets rose from $256M in the plan year 2023 filing to $275M in the plan year 2024 filing.
- Dana Hourly Bargained Retirement and Savings Plan reported participants fell from 6,318 in the plan year 2023 filing to 5,930 in the plan year 2024 filing.
DOL schedule card
Filing strip 261318190 · Dana Limited PY 2024 · 401(k)
Dana Hourly Bargained Retirement and Savings Plan · $275M · 5,930 · 95th
- TYPE $275M
- TYPE 5,930
- TYPE 95th
- TYPE 401(k)
- TYPE near Hikma Pharmaceuticals USA Inc. 401(k) Retirement Plan
- TYPE ind #16529
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 Ohio →
Dana Hourly Bargained Retirement and Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $256M |
|---|---|
| Net Assets (End of Year) | $275M |
| Net Income | $15M |
| Employer EIN | 261318190 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dana Limited)
Sponsor-wide plan assets over time
All Dana Limited plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 13.86715683680494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 8,406 | $1.4B |
| 2023 | 5 | 10,022 | $1.5B |
| 2024 | 5 | 9,808 | $1.6B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Scale composition for Dana Hourly Bargained Retirement and Savings Plan
Dana Hourly Bargained Retirement and Savings Plan reports $275M in end-of-year assets across 5,930 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $46,340 per participant (34% of the national average assets-per-participant) . Net income for plan year 2024 was $15M.
This plan identity (EIN 261318190, plan #106) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $227M to $275M (+21.1%) while covered participants moved from 4,868 to 5,930 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,868 | $227M | Open filing |
| 2023 | 6,318 | $256M | Open filing |
| 2024 · index core | 5,930 | $275M | This page |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Dana Retirement Savings Plan (401(k), $896M, 3,211 participants)
- Dana U.S.W. Hourly Employees' Pension Plan (Defined Benefit (Pension), $231M, 330 participants)
- Dana Combined Hourly Employees' Pension Plan (Defined Benefit (Pension), $151M, 306 participants)
Dana Hourly Bargained Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Hikma Pharmaceuticals USA Inc. 401(k) Retirement Plan in NJ ($275M); by covered participants it is The Carefirst 401(k) Plan in MD (5,934 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($275M here).
- Hikma Pharmaceuticals USA Inc. 401(k) Retirement Plan (NJ) $275M · 1,974
- The Savings and Growth Plan for Ports America Group and Affiliates (AZ) $275M · 1,400
- Mitsubishi Logisnext Americas 401(k) Plan (TX) $275M · 1,762
- Swbc 401(k) Plan (TX) $275M · 2,210
Similar participant headcount
Nearest other-state filings by covered participants (5,930 participants); asset peers above are excluded.
- The Carefirst 401(k) Plan (MD) 5,934 · 4 off
- Walden Security Federal Services Retirement Plan (TN) 5,934 · 4 off
- Rainbow Apparel 401(k) Savings Plan (NY) 5,925 · 5 off
- Central Employees Savings Plan (MI) 5,923 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.