Plan5500

Dana Transport Savings And Investment Plan — Form 5500 plan (Dana Transport 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, Dana Transport Savings And Investment Plan is a benefit plan reported by Dana Transport Inc. under EIN 22-1968498 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,036 participants and $26,853,271 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26.9MPlan net assets, end of year$26,853,271
Participants1KCovered participants reported1,036
Assets / participant$25.9KComputed: assets ÷ participants$25,920 (computed)
Provider compensation$72.8K2 Schedule C provider row(s)$72,756
Plan sponsor
Dana Transport Inc.
EIN
22-1968498
Plan number
003
Plan type
2
Location
Avenel, NJ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,036 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26.9M total assets
Net assets$26.9MLiabilities$0
Money in vs. money out
Total income / additions$7.8M
Total expenses$3.1M
Benefits paid / distributions$3M
Contributions
Employer$591.2K
Participant$2.9M
Full reported line items

Net assets

Total assets (EOY)
$26,853,271
Total liabilities (EOY)
$0
Net assets (EOY)
$26,853,271
Net assets (BOY)
$22,106,091

Income & contributions

Employer contributions
$591,246
Participant contributions
$2,941,582
Total contributions
$3,668,204
Total income / additions
$7,802,330

Expenses & distributions

Benefits paid
$3,026,404
Administrative expenses
$72,756
Total expenses
$3,108,286
Net increase / (decrease)
$4,694,044
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$60.7K
    RECORDKEEPER · Direct $60.7K · Indirect $0
  2. 2
    Strategic Advisors, Inc.$12.1K
    ADVISOR · Direct $12.1K

What to inspect next

Frequently asked questions

Who sponsors the Dana Transport Savings And Investment Plan?
Dana Transport Savings And Investment Plan is reported as sponsored by Dana Transport Inc. (EIN 22-1968498, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Dana Transport Savings And Investment Plan?
The latest Form 5500 filing year loaded for Dana Transport Savings And Investment Plan is 2023.
How many participants does Dana Transport Savings And Investment Plan report?
Dana Transport Savings And Investment Plan reports 1,036 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Dana Transport Savings And Investment Plan?
Dana Transport Savings And Investment Plan reports $26,853,271 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages