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  2. Donley Companies, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Donley Companies, Inc.

EIN 87-3916612-real estate-Latest filing 2025
Plans
3
Retirement
2
$53.9M assets
Health & Benefits
1
$1.5M premiums
Participants
1,424
5430 WARNER ROAD - CLEVELAND, OH 44125216-524-6800donleybuilders.comLinkedIn1-10 employeesreal estate
Plans on this EIN
3 filings
#003ESOP-$29.7M - 570 part#002401(k)-$24.2M - 720 part#505Fully insured-$1.5M - 281 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $53.9M assets / 1,290 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$29.7M
  • 401(K) RETIREMENT PLAN (#002)$24.2M
Total $53.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)720
  • EMPLOYEE STOCK OWNERSHIP (#003)570
Total 1,290Select a row to open it

Benefits portfolio analytics

1 plan / $1.5M premiums / 281 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Life$81K
  • Long-term disability$81K
  • Vision$12K
Total $1.5M5 rows
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Plan summaries

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

Retirement#003

DONLEY COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$29.7M
Participants570
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

DONLEY'S 401(K) RETIREMENT PLAN

401(k)

Assets$24.2M
Participants720
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

DONLEY COMPANIES HEALTH AND WELFARE PLAN

Fully insured - COMMUNITY INSURANCE COMPANY

Premiums$1.5M
Covered lives281
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003DONLEY COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$29.7M5702025
#002DONLEY'S 401(K) RETIREMENT PLAN401(k)$24.2M7202025
  • DONLEY COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$29.7M
    #003 · ESOP · 2025570
  • DONLEY'S 401(K) RETIREMENT PLAN$24.2M
    #002 · 401(k) · 2025720

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505DONLEY COMPANIES HEALTH AND WELFARE PLANFully insuredCOMMUNITY INSURANCE COMPANY$1.5M2812025
  • DONLEY COMPANIES HEALTH AND WELFARE PLAN$1.5M
    #505 · Fully insured · COMMUNITY INSURANCE COMPANY · 2025281
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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