How many benefit plans does Donley Companies, Inc. report on Form 5500?

Donley Companies, Inc. (EIN 87-3916612) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Donley Companies, Inc.?

The Employer Identification Number (EIN) reported for Donley Companies, Inc. is 87-3916612.

What is the latest Form 5500 filing year for Donley Companies, Inc.?

The latest loaded Form 5500 filing year for Donley Companies, Inc. is 2023.

Donley Companies, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Donley Companies, Inc. (EIN 87-3916612) is a plan sponsor located in Cleveland, OH with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 87-3916612
Location: Cleveland, OH
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $28,476,263
Total reported liabilities (EOY): $48,235,420
Total reported net assets (EOY): -$19,759,157

Contributions & income

Employer contributions: $5,331,276
Participant contributions: $1,299,224
Total income / additions: -$40,642,663

Expenses & distributions

Benefits paid / distributions: $4,999,014
Total expenses: $6,131,455
Net increase / (decrease): -$46,774,118

Coverage

Total reported participants: 1,622
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Donley Companies, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Donley'S 401(K) Retirement Plan	002	717	$18,466,263	2023
Donley Companies, Inc. Employee Stock Ownership Plan	003	774	$10,010,000	2023
Donley Companies, Inc.	505	131	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Donley Companies, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Donley Companies, Inc.	131	—	20240702113133NAL0003493043001
2023	Donley'S 401(K) Retirement Plan	717	H, C	20240822125058NAL0005130017001
2023	Donley Companies, Inc. Employee Stock Ownership Plan	774	H	20241015161625NAL0058668402001