Donaldson Company, Inc.401(k) + ESOP (KSOP)
DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN · MINNEAPOLIS, MN · plan year 2025
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Donaldson Company, Inc. reported $503,790 in plan administrative expenses for 2025: 0.06% of average plan assets, below the peer median. Employer contributions averaged $5,283 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 3 years on file its reported administrative ratio fell from 0.08% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other manufacturing employers. By assets it is the 43rd-largest of 1,918 plans among Minnesota employers on file, and the 356th of 13,661 in manufacturing. In 2025, employees put in $1.31 for every $1.00 the employer contributed.
Donaldson Company, Inc.'s 2025 employer contribution ran above the $4,295 median for plans its size. 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 410222640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.