Plan5500

Donaldson Company, Inc. Salaried Employees Pension Plan — Form 5500 plan (Donaldson Company, Inc.)

Plain-English plan 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, Donaldson Company, Inc. Salaried Employees Pension Plan is a benefit plan reported by Donaldson Company, Inc. under EIN 41-0222640 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,419 participants and $178,327,468 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Donaldson Company, Inc.
EIN
41-0222640
Plan number
001
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
2,419
End-of-year plan assets
$178,327,468

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,419H, C20250415141735NAL0005713552002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$178,327,468
Net assets (EOY)
$178,327,468
Net assets (BOY)
$183,498,645

Income & contributions

Total income / additions
$15,392,778

Expenses & distributions

Benefits paid
$19,717,522
Administrative expenses
$846,433
Total expenses
$20,563,955
Net increase / (decrease)
-$5,171,177

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Insight InvestmentNONE$284,382not reported in the loaded dataset2023
Mercer Investments, LLCNONE$95,446not reported in the loaded dataset2023
MercerNONE$93,132not reported in the loaded dataset2023
Us BankNONE$80,662not reported in the loaded dataset2023
Definiti, LLCNONE$76,286not reported in the loaded dataset2023
Bdo Usa, P.C.NONE$32,968not reported in the loaded dataset2023
Baker Tilly Us, LlpNONE$400not reported in the loaded dataset2023

Related Form 5500 pages