Defined Benefit (Pension) · DOL Form 5500 · 2024

Dana Limited Pension Plan

Data updated 2026-08-25

$231M
Total assets Near avg plan size
330
Participants Below avg headcount
95th
Percentile by assets National rank
$699,644
Avg per participant High balance/head
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Official DOL plan name: Dana U.S.W. Hourly Employees' Pension Plan · Sponsored by Dana Limited · Ohio · Manufacturing

$231M in assets, 330 participants

Dana Limited's Dana U.S.W. Hourly Employees' Pension Plan reported $231M in total assets and 330 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.

  • #16,366 in Manufacturing (17,777 peers)

Coverage in Ohio

Dana U.S.W. Hourly Employees' Pension Plan covers 330 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $231M.

#16,366
in Manufacturing (17,777 peers)
-8.0%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dana U.S.W. Hourly Employees' Pension Plan's outsized position by total assets

Dana U.S.W. Hourly Employees' Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$230,882,679 Top 5% higher than 95% of 123,620 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 2024

Dana U.S.W. Hourly Employees' Pension 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. Dana U.S.W. Hourly Employees' Pension Plan sits mid-pack in the medium band (330 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dana U.S.W. Hourly Employees' Pension Plan reported net income fell from -$2M in the plan year 2023 filing to -$20M in the plan year 2024 filing.
  • Dana U.S.W. Hourly Employees' Pension Plan end-of-year assets fell from $251M in the plan year 2023 filing to $231M in the plan year 2024 filing.
  • Dana U.S.W. Hourly Employees' Pension Plan reported participants fell from 358 in the plan year 2023 filing to 330 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 261318190 · Dana Limited PY 2024 · Defined Benefit (Pension)

Dana U.S.W. Hourly Employees' Pension Plan · $231M · 330 · 95th

  • NET $231M
  • BOOK 330
  • VS-ST 95th
  • BOY Defined Benefit (Pension)
  • SCH near Evergy, Inc. Joint Trusteed Retirement Plan
  • EBSA ind #16366

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 U.S.W. Hourly Employees' Pension Plan in the asset neighbourhood

1199 SEIU Regional Pension Fund1199 SEIU Regional Pension F…$232MDana U.S.W. Hourly Employees' Pension PlanDana U.S.W. Hourly Employees…$231MEvergy, Inc. Joint Trusteed Retirement PlanEvergy, Inc. Joint Trusteed …$231MMfa Incorporated Retirement PlanMfa Incorporated Retirement …$230MService Employees Pension Fund of Upstate Ny Upstate New YorkService Employees Pension Fu…$230M
End-of-year total assets ($M) among Dana U.S.W. Hourly Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$251M
Net Assets (End of Year)$231M
Net Income-$20M
Employer EIN261318190
Plan Effective Date2017-09-01
Filing StatusFILING 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
$1.3B$1.4B$1.5B$1.6B 202220232024 $1.37B $1.56B ▲ +13.9%
Year Plans Participants Total Assets
2022 5 8,406 $1.4B
2023 5 10,022 $1.5B
2024 5 9,808 $1.6B

Nearby Defined Benefit (Pension) Plans in Ohio

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

Dana U.S.W. Hourly Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Dana U.S.W. Hourly Employees' Pension Plan, Total assets ($B): 0.230882679 · Participants: 330Dana U.S.W. Hourly Employees' Pension PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Dana U.S.W. Hourly Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Dana U.S.W. Hourly Employees' Pension Plan side-by-side with 3 peers →

Dana U.S.W. Hourly Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Evergy, Inc. Joint Trusteed Retirement Plan in MO ($231M); by covered participants it is Retirement Plan for Employees of Mazda North American Operations in CA (330 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($231M here).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dana U.S.W. Hourly Employees' Pension Plan assets move in 2024? ▼
Dana U.S.W. Hourly Employees' Pension Plan pulled back noticeably - down 8.0% during 2024, from $251M to $231M. Reported net income was -$20M.
How have Dana Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dana Limited's sponsor-wide assets grew 13.9%, from $1.4B to $1.6B.
Where does Dana U.S.W. Hourly Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Dana U.S.W. Hourly Employees' Pension Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Dana U.S.W. Hourly Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Evergy, Inc. Joint Trusteed Retirement Plan in MO ($231M, 1,181 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dana U.S.W. Hourly Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Mazda North American Operations in CA (330 participants, $182M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261318190.

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.