How big is The Donaldson Organization's plan?

The Donaldson Organization's plan reported $13.4M in assets and 89 participants for 2024.

Original filing (PDF)20251003141742NAL0003545762001

The Donaldson Organization

Name: The Donaldson Organization — Donaldson Interiors, Form 5500 (2024)
Creator: The Donaldson Organization
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donaldson Interiors, Inc. Profit Sharing Plan

401(k) retirement plan · The Donaldson Organization's Donaldson Interiors, Inc. Profit Sharing Plan held $13.4M in plan assets for 89 participants in 2024.

Active participants

Accounts w/ balance

131

Plan assets (EOY)

$13.4M

Net assets (EOY)

$13.4M

Plan identifiers

The Donaldson Organization's EIN is 11-3440666.

EIN 11-3440666

Plan number 002

Plan year 2024

ACK ID 20251003141742NAL0003545762001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Donaldson Organization from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Donaldson Organization's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE DONALDSON ORGANIZATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score