Donaldson Company, Inc. Retirement Savings And Employee Stock Ownership 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. Retirement Savings And Employee Stock Ownership Plan is a benefit plan reported by Donaldson Company, Inc. under EIN 41-0222640 and plan number 007. The latest loaded filing year is 2023. The filing reports 5,804 participants and $745,193,402 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$745.2MPlan net assets, end of year$745,193,402
Participants5.8KCovered participants reported5,804
Assets / participant$128.4KComputed: assets ÷ participants$128,393 (computed)
Provider compensation$483.5K3 Schedule C provider row(s)$483,542
- Plan sponsor
- Donaldson Company, Inc.
- EIN
- 41-0222640
- Plan number
- 007
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,804 | H, C | 20240712115601NAL0011238611001 |
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)$745.2M total assets
Net assets$745.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $745,193,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $745,193,402
- Net assets (BOY)
- $655,987,590
Income & contributions
- Employer contributions
- $20,260,988
- Participant contributions
- $26,322,093
- Total contributions
- $49,575,726
- Total income / additions
- $157,588,567
Expenses & distributions
- Benefits paid
- $67,899,284
- Administrative expenses
- $483,471
- Total expenses
- $68,382,755
- Net increase / (decrease)
- $89,205,812
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.
43%57%
Employer 43%Participant 57%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $316,366 | $0 | 2023 |
| Mercer Investments LLC | INVESTMENT ADVISOR | $84,847 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $82,329 | not reported in the loaded dataset | 2023 |