Original filing (PDF)20250415141735NAL0005713552001

DONALDSON COMPANY, INC.

Name: DONALDSON COMPANY, INC. — DONALDSON COMPANY, INC. HOURLY EMPLOYEES PENSION PLAN, Form 5500 (2023)
Creator: DONALDSON COMPANY, INC.

Form 5500

FILING_RECEIVED

DONALDSON COMPANY, INC. HOURLY EMPLOYEES PENSION PLAN

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed7 service providers

Active participants

334

Accounts w/ balance

—

Plan assets (EOY)

$99.2M

Net assets (EOY)

$99.2M

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

/ 100

Grade C

Average plan with room to improve

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 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

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

003

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-04-15

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
INSIGHT INVESTMENT	94-3486721	—	NONE	$168K	—
MERCER	13-2834414	—	NONE	$75K	—
US BANK	41-6271370	—	NONE	$55K	—
MERCER INVESTMENTS, LLC	30-0282430	—	NONE	$45K	—

Investments

1 pooled fund· $99.2M(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.