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Original filing (PDF)20250917123504NAL0000359441001
DOVER CORPORATION
Form 5500
FILING_RECEIVED
DOVER CORPORATION RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
11,251
Accounts w/ balance
18,009
Plan assets (EOY)
$1.9B
Net assets (EOY)
$1.9B
How this plan invests
This plan
24 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 53% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOVER CORPORATION.
Plan sponsor
Name
DOVER CORPORATION
EIN
53-0257888
Address
3005 HIGHLAND PARK · SUITE 200 · DOWNERS GROVE, IL · 60515
Phone
(630) 541-1540
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
030
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
INSERO & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $1.1M | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | — | CHICAGO, IL | CONSULTANT | $217K | — |
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | CONSULTANT | $25K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSERO & CO | 47-5324570 | — | ACCOUNTANT | $49K | — |
Investments
20 direct securities · 24 pooled funds· $2.0B(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.
Common Collective Trust
$1.2B
24 holdings
Uncategorized
$736.3M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dover Corporation Dover Stock Fund | — | — | — | $415.6M | 22.3% | |
| T. Rowe Structured Research Common Trust Fund Class C | — | — | — | $199.0M | 10.7% | |
| T. ROWE PRICE US STRUCTRD RSCH T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 010 | Common Collective Trust | — | — | $199.0M | 10.7% | |
| VANGUARD INSTITUTIONAL 500 IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $196.7M | 10.6% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $140.4M | 7.5% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $113.8M | 6.1% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $82.4M | 4.4% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $67.1M | 3.6% | |
| Vanguard Small Cap Index Fund Institutional | — | — | — | $59.3M | 3.2% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $52.1M | 2.8% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $45.4M | 2.4% | |
| VANGUARD BOND INDEX UNIT D VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $36.7M | 2.0% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $36.3M | 1.9% | |
| WILLIAM BLAIR SMALL MID CAP GROWTH GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $35.6M | 1.9% | |
| GQG PARTNERS INTERNATIONAL EQUITY C RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $35.2M | 1.9% | |
| VANGUARD TOTAL INSTL TOTAL INTL STO VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $35.1M | 1.9% | |
| VANGUARD INSTITUTIONAL EXTENDED MAR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $33.1M | 1.8% | |
| PRUDENTIAL CORE PLUS BOND 6 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $30.9M | 1.7% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $28.2M | 1.5% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $27.6M | 1.5% | |
| Maturities through 2054 | — | — | — | $23.8M | 1.3% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $20.3M | 1.1% | |
| ARISTOTLE SMID CAP EQUITY CLASS B SEI TRUST COMPANY · EIN 82-3397846 / PN 004 | Common Collective Trust | — | — | $17.9M | 1.0% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $7.7M | 0.4% | |
| Merrill Lynch Bank Deposit program 929 Columbia Money market funds | — | — | — | $5.9M | 0.3% | |
| Adjustment from fair value to contract value for GICs | — | — | — | $4.9M | 0.3% | |
| TREASURY NOTE 2.88% - 04/30/2029 - 4,825 | — | — | $4.8M | $4.5M | 0.2% | |
| TREASURY NOTE 2.25% - 11/15/2027 - 3,850 | — | — | $3.9M | $3.6M | 0.2% | |
| FFCB 4.88% - 04/20/2026 - 3,475 | — | — | $3.5M | $3.5M | 0.2% | |
| UMBS 15YR TBA(REG B) 4.50% - 01/16/2040 - 2,225 | — | — | $2.2M | $2.2M | 0.1% | |
| UMBS 15YR TBA(REG B) 4.00% - 01/16/2040 - 2,100 | — | — | $2.1M | $2.0M | 0.1% | |
| FHLB 1.25% - 12/21/2026 - 1,780 | — | — | $1.8M | $1.7M | <0.1% | |
| FHLB 2.13% - 12/14/2029 - 1,750 | — | — | $1.8M | $1.6M | <0.1% | |
| CNH 24-C 4.03% - 01/15/2030 - 1,450 | — | — | $1.4M | $1.4M | <0.1% | |
| United of Omaha Traditional guaranteed investment contract | — | — | — | $1.3M | <0.1% | |
| United of Omaha Traditional guaranteed investment contract 672 ** United of Omaha Traditional guaranteed investment contract | — | — | — | $1.3M | <0.1% | |
| Principal Life Traditional guaranteed investment contract | — | — | — | $1.3M | <0.1% | |
| WFCM 15-NXS1 3.15% - 05/15/2048 - 1,225 | — | — | $1.2M | $1.2M | <0.1% | |
| UMBS 15YR TBA(REG B) 5.00% - 01/16/2040 - 1,050 | — | — | $1.1M | $1.0M | <0.1% | |
| TAOT 24-B 5.33% - 01/16/2029 - 1,000 | — | — | — | $1.0M | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $883K | <0.1% | |
| VANGUARD TARGET RETIREMENT INCOME VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001 | Common Collective Trust | — | — | $128K | <0.1% | |
| VANGUARD INSTITUTIONAL INDEX 500 TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TOTAL BOND MARKET INDEX FU VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |