401(k) · DOL Form 5500 · 2024
Palmer-Donavin Manufacturing Company 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 577
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $93,413
- Avg per participant Below avg balance/head
Official DOL plan name: The Palmer-Donavin Retirement Plan · Sponsored by Palmer-Donavin Manufacturing Company · Ohio · Wholesale Trade
$54M in assets, 577 participants
Palmer-Donavin Manufacturing Company's The Palmer-Donavin Retirement Plan reported $54M in total assets and 577 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #5,242 in Wholesale Trade (6,080 peers)
Where The Palmer-Donavin Retirement Plan sits by assets
The Palmer-Donavin Retirement Plan sits in the top quartile of all filed plans by assets, $54M for 577 participants (~$93,413/participant), up 5.4% in 2024.
- #5,242
- in Wholesale Trade (6,080 peers)
- +5.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The Palmer-Donavin Retirement Plan's outsized position by total assets
The Palmer-Donavin Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,899,490 Top 15% higher than 85% 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
The Palmer-Donavin Retirement 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. The Palmer-Donavin Retirement Plan sits mid-pack in the medium band (577 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Palmer-Donavin Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Palmer-Donavin Retirement Plan reported participants rose from 524 in the plan year 2023 filing to 577 in the plan year 2024 filing.
- The Palmer-Donavin Retirement Plan end-of-year assets rose from $51M in the plan year 2023 filing to $54M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 314274980 · Palmer-Donavin Manufacturing Company PY 2024 · 401(k)
The Palmer-Donavin Retirement Plan · $54M · 577 · 85th
- ASSETS $54M
- ASSETS 577
- ASSETS 85th
- ASSETS 401(k)
- ASSETS near Sigma Defense 401(k) Plan
- ASSETS ind #5242
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 Wholesale Trade retirement plans → · Plans in Ohio →
The Palmer-Donavin Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $3M |
| Employer EIN | 314274980 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palmer-Donavin Manufacturing Company)
Sponsor-wide plan assets over time
All Palmer-Donavin Manufacturing Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 22.218446792920197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 508 | $44M |
| 2023 | 1 | 524 | $51M |
| 2024 | 1 | 577 | $54M |
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
The Palmer-Donavin Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Sigma Defense 401(k) Plan in CA ($54M); by covered participants it is Azelis Americas, LLC 401(k) Retirement Plan in MA (577 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Sigma Defense 401(k) Plan (CA) $54M · 504
- Oss Retirement Savings and Investment Plan (GA) $54M · 506
- Matt Construction 401(k) Plan (CA) $54M · 129
- Kraemer North America, LLC 401(k) Savings Plan (MN) $54M · 200
Similar participant headcount
Nearest other-state filings by covered participants (577 participants); asset peers above are excluded.
- Azelis Americas, LLC 401(k) Retirement Plan (MA) 577 · 0 off
- Salm Partners LLC 401(k) Plan (WI) 577 · 0 off
- Brownstein Hyatt Farber Schreck Retirement Plan (CO) 577 · 0 off
- Wgi, Inc. 401(k) Plan (FL) 577 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.