Defined Benefit (Pension) · DOL Form 5500 · 2024
Donaldson Company, Inc. Pension Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 334
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $289,175
- Avg per participant High balance/head
Official DOL plan name: Donaldson Company, Inc. Hourly Employees Pension Plan · Sponsored by Donaldson Company, Inc. · Minnesota · Manufacturing
$97M in assets, 334 participants
Donaldson Company, Inc.'s Donaldson Company, Inc. Hourly Employees Pension Plan reported $97M in total assets and 334 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,195 in Manufacturing (17,777 peers)
Coverage in Minnesota
Donaldson Company, Inc. Hourly Employees Pension Plan covers 334 participants in Minnesota, about 30% of the average Minnesota filer (state average ~1,126 per filing). Assets: $97M.
- #15,195
- in Manufacturing (17,777 peers)
- -2.7%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Donaldson Company, Inc. Hourly Employees Pension Plan's outsized position by total assets
Donaldson Company, Inc. Hourly Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$96,584,568 Top 10% higher than 90% 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
Donaldson Company, Inc. 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. Donaldson Company, Inc. Hourly Employees Pension Plan sits mid-pack in the medium band (334 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Donaldson Company, Inc. Hourly Employees Pension Plan reported net income fell from -$303K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Donaldson Company, Inc. Hourly Employees Pension Plan reported participants fell from 374 in the plan year 2023 filing to 334 in the plan year 2024 filing.
- Donaldson Company, Inc. Hourly Employees Pension Plan end-of-year assets fell from $99M in the plan year 2023 filing to $97M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 410222640 · Donaldson Company, Inc. PY 2024 · Defined Benefit (Pension)
Donaldson Company, Inc. Hourly Employees Pension Plan · $97M · 334 · 90th
- IND $97M
- IND 334
- IND 90th
- IND Defined Benefit (Pension)
- IND near Bekaert Corporation Retirement Income Plan
- IND ind #15195
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 Minnesota →
Donaldson Company, Inc. Hourly Employees Pension Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | -$3M |
| Employer EIN | 410222640 |
| Plan Effective Date | 1962-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Donaldson Company, Inc.)
Sponsor-wide plan assets over time
All Donaldson Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 16.923879640503454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 5,542 | $939M |
| 2023 | 3 | 5,561 | $1.0B |
| 2024 | 3 | 5,454 | $1.1B |
Nearby Defined Benefit (Pension) Plans in Minnesota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Mayo Pension Plan $11.8B · 71,743
- 3M Employee Retirement Income Plan $8.9B · 9,132
- Wells Fargo & Company Cash Balance Plan $8.3B · 46,875
- U.S. Bank Pension Plan $4.4B · 62,822
- The Travelers Pension Plan $4.2B · 27,237
Donaldson Company, Inc. Hourly Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Bekaert Corporation Retirement Income Plan in GA ($96M); by covered participants it is Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan in PA (334 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
- Bekaert Corporation Retirement Income Plan (GA) $96M · 139
- Wacker Salaried Pension Plan (MI) $97M · 53
- Good Samaritan Hospital Retirement Plan (OR) $97M · 153
- Wakemed Pension Plan (NC) $97M · 1,835
Similar participant headcount
Nearest other-state filings by covered participants (334 participants); asset peers above are excluded.
- Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan (PA) 334 · 0 off
- Ropes & Gray LLP Supplemental Retirement Shares Plan (MA) 334 · 0 off
- Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc. (NH) 334 · 0 off
- Pension Plan for Employees of Southern New Hampshire Medical Center (NH) 334 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.