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  2. DONALDSON COMPANY, INC.
Sponsor portfolioTH

DONALDSON COMPANY, INC.

EIN 41-0222640-mechanical or industrial engineering-Latest filing 2025
Plans
5
Retirement
3
$1.10B assets
Welfare
2
$3.5M premiums
Participants
16,045
1400 WEST 94TH STREET, MS 430 - MINNEAPOLIS, MN 55431952-887-3899donaldson.comLinkedIn10001+ employeesmechanical or industrial engineering
Plans on this EIN
5 filings
#007ESOP-$827.0M - 6,094 part#001CashBalance-$178.3M - 2,306 part#003TraditionalDB-$99.2M - 1,444 part#503Mixed-$3.5M - 6,099 lives#525Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $1.10B assets / 9,844 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • EMPLOYEE STOCK OWNERSHIP (#007)75%
  • SALARIED EMPLOYEES PENSION (#001)16%
  • HOURLY EMPLOYEES PENSION (#003)9%
Total $1.10BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#007)6,094
  • SALARIED EMPLOYEES PENSION (#001)2,306
  • HOURLY EMPLOYEES PENSION (#003)1,444
Total 9,844Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$827.0M
Participants6,094
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DONALDSON COMPANY, INC. SALARIED EMPLOYEES PENSION PLAN

CashBalance

Assets$178.3M
Participants2,306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DONALDSON COMPANY, INC. HOURLY EMPLOYEES PENSION PLAN

TraditionalDB

Assets$99.2M
Participants1,444
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

DONALDSON COMPANY, INC. COMPREHENSIVE WELFARE BENEFIT PLAN

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives6,099
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

DONALDSON COMPANY, INC. SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
007DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLANESOP$827.0M6,0942024
001DONALDSON COMPANY, INC. SALARIED EMPLOYEES PENSION PLANCashBalance$178.3M2,3062024
003DONALDSON COMPANY, INC. HOURLY EMPLOYEES PENSION PLANTraditionalDB$99.2M1,4442024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503DONALDSON COMPANY, INC. COMPREHENSIVE WELFARE BENEFIT PLANMixedSECURIAN LIFE INSURANCE COMPANY$3.5M6,0992024
525DONALDSON COMPANY, INC. SEVERANCE PLANSelf Funded-$002025
Retirement plans
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