PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Danfoss Power Solutions II, LLC
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Top hat

Danfoss Power Solutions II, LLC

EIN 85-1065969-Manufacturing-Latest filing 2025
Plans
2
Retirement
2
$225.5M assets
Health & Benefits
0
Participants
3,025
2800 EAST 13TH STREET - AMES, IA 50010515-239-6000
Plans on this EIN
2 filings
#005401(k)-$217.5M - 2,934 part#006401(k)-$8.1M - 91 part

Retirement portfolio analytics

2 plans aggregated / $225.5M assets / 3,025 participants

Assets by plan

Share of aggregate retirement assets

  • SAVINGS PLAN II (#005)$217.5M
  • PERSONAL INVESTMENT PLAN (#006)$8.1M
Total $225.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • EMPOWER ADVISORY GROUP, LLC$225.5M
Total $225.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN II (#005)2,934
  • PERSONAL INVESTMENT PLAN (#006)91
Total 3,025Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#005

DANFOSS USA SAVINGS PLAN II

401(k)

Assets$217.5M
Participants2,934
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006

DANFOSS PERSONAL INVESTMENT PLAN

401(k)

Assets$8.1M
Participants91
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005DANFOSS USA SAVINGS PLAN II401(k)$217.5M2,9342025
#006DANFOSS PERSONAL INVESTMENT PLAN401(k)$8.1M912025
  • DANFOSS USA SAVINGS PLAN II$217.5M
    #005 · 401(k) · 20252,934
  • DANFOSS PERSONAL INVESTMENT PLAN$8.1M
    #006 · 401(k) · 202591
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica