2023 Form 5500 filing — Donaldson Company, Inc. Retirement Savings And Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712115601NAL0011238611001) for Donaldson Company, Inc. Retirement Savings And Employee Stock Ownership Plan, reported by Donaldson Company, Inc. under EIN 41-0222640 and plan number 007. It reports 5,804 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$745.2MReported net assets$745,193,402
Participants5.8K5,804
Provider compensation$483.5K3 Schedule C row(s)$483,542
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240712115601NAL0011238611001
- Plan sponsor
- Donaldson Company, Inc.
- EIN
- 41-0222640
- Plan number
- 007
- Location
- Minneapolis, MN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$745.2M total assets
Net assets$745.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $745,193,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $745,193,402
- Employer contributions
- $20,260,988
- Participant contributions
- $26,322,093
- Total income / additions
- $157,588,567
- Benefits paid
- $67,899,284
- Administrative expenses
- $483,471
- Total expenses
- $68,382,755
- Net increase / (decrease)
- $89,205,812
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $316,366 | $0 |
| Mercer Investments LLC | INVESTMENT ADVISOR | $84,847 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $82,329 | not reported in the loaded dataset |