Plan Ledger DOL Form 5500 · updated monthly

Dana Limited401(k)

DANA RETIREMENT SAVINGS PLAN · MAUMEE, OH · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Dana Limited reported $681,039 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $9,351 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.083% to 0.079%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 60th-largest of 3,295 plans among Ohio employers on file, and the 363rd of 13,661 in manufacturing. In 2024, employees put in $1.30 for every $1.00 the employer contributed; active participation has shrunk from 2,986 to 2,537 since 2022.

Plan summary
Net assets, end of year$895,772,759
Participants with balances4,629
Active participants2,537
Employer contributions$23,724,208
Employee contributions$30,869,136
Employer contribution per active participant$9,351
Average account balance$193,513
Benefits paid to participants$92,836,486
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$895.8M · 4,629 accts · $23.7M emplr
2023$832.6M · 5,430 accts · $24.4M emplr
2022$715.8M · 5,057 accts · $19.9M emplr
The Dana Limited 401(k) match · 2024
Employer contribution per active participant$9,351
Median for plans this size$4,294
2024$9,351 per active participant
2023$7,593 per active participant
2022$6,656 per active participant

Dana Limited's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$363,723
GOLDMAN SACHS$166,808
VANGUARD ADVISERS INC. · Investment advisory (participants)$153,736
REHMANN$24,270

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$681,039 · 0.08%
2023$648,517 · 0.08%
2022$646,173 · 0.08%
All plans at this employer2
DANA HOURLY BARGAINED RETIREMENT AND SAVINGS PLAN401(k)
DANA RETIREMENT SAVINGS PLAN401(k)
Same employer
Similar plansManufacturing · Ohio
Steris Corporation OH$1.3B · 0.06%
Vertiv Group Corporation OH$1.1B · 0.08%
Hyster-Yale Group, Inc. OH$966.6M · 0.05%
Mettler-Toledo, LLC OH$882.7M · 0.03%
Greif Packaging LLC OH$863.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261318190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.