2023 Form 5500 filing — Donaldson Company, Inc. Salaried Employees Pension 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 20250415141735NAL0005713552002) for Donaldson Company, Inc. Salaried Employees Pension Plan, reported by Donaldson Company, Inc. under EIN 41-0222640 and plan number 001. It reports 2,419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415141735NAL0005713552002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donaldson Company, Inc.
- EIN
- 41-0222640
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 2,419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $178,327,468
- Net assets (EOY)
- $178,327,468
- Total income / additions
- $15,392,778
- Benefits paid
- $19,717,522
- Administrative expenses
- $846,433
- Total expenses
- $20,563,955
- Net increase / (decrease)
- -$5,171,177
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Insight Investment | NONE | $284,382 | not reported in the loaded dataset |
| Mercer Investments, LLC | NONE | $95,446 | not reported in the loaded dataset |
| Mercer | NONE | $93,132 | not reported in the loaded dataset |
| Us Bank | NONE | $80,662 | not reported in the loaded dataset |
| Definiti, LLC | NONE | $76,286 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $32,968 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $400 | not reported in the loaded dataset |