Back to filter
Original filing (PDF)20250415141735NAL0005713552002
DONALDSON COMPANY, INC.
Form 5500
FILING_RECEIVED
DONALDSON COMPANY, INC. SALARIED EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
893
Accounts w/ balance
—
Plan assets (EOY)
$178.3M
Net assets (EOY)
$178.3M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — 272% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONALDSON COMPANY, INC..
Plan sponsor
Name
DONALDSON COMPANY, INC.
EIN
41-0222640
Address
PO BOX 1299 · MINNEAPOLIS, MN · 554401299
Phone
(952) 887-3333
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-04-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSIGHT INVESTMENT | 94-3486721 | — | NONE | $284K | — |
| MERCER INVESTMENTS, LLC | 30-0282430 | — | NONE | $95K | — |
| MERCER | 13-2834414 | — | NONE | $93K | — |
| US BANK | 41-6271370 | — | NONE | $81K | — |
| DEFINITI, LLC | 85-0833336 | — | NONE | $76K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $33K | — |
| BAKER TILLY US, LLP | 39-0859910 | — | NONE | $400 | — |
Investments
1 pooled fund· $178.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| DONALDSON COMPANY INC. MASTER TRUST DONALDSON COMPANY, INC. · EIN 37-6464276 / PN 001 | Master Trust | $178.3M | 100.0% |