Dana Limited 401(k) and pension plans

Dana Limited, Maumee, OH. EIN 26-1318190. Annual reports 2009–2024.

Dana Limited has 5 active retirement plans on file. The largest is the Dana Hourly Bargained Retirement and Savings Plan, with 8,144 participants and $275 million in assets in 2024. Vanguard has been its recordkeeper since 2009.

Active plans
5
Participants
20,595
Plan assets
$1.6 billion
401(k) recordkeeper
Vanguard
Plans on file
7
Industry
Manufacturing

All 7 plans

Active plans first

Dana Hourly Bargained Retirement and Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
106Employer EIN 26-1318190
Participants (2024)
8,144
Net assets (2024)
$275 million
Recordkeeper
Vanguard2009–2024
Plan administrator
Dana Incorporated Investment Committee
P.O. Box 1000
Maumee, OH 43537
(419) 887-3000As filed for 2024
In effect since
July 1, 1996

Plans merged into this one: Supplemental Retirement Income Plan for Hourly Employees at the Victor Reinz Division-Robinson Plant (2019).

Earlier plan names: Dana - UAW Retirement and Savings Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20248,144$275 millionVanguard
20237,855$256 millionVanguard
20228,277$227 millionVanguard
20216,238$267 millionVanguard
20206,127$246 millionVanguard
20195,641$189 millionVanguard
20185,503$154 millionVanguard
20174,549$158 millionVanguard
20164,473$139 millionVanguard
20154,531$132 millionVanguard
20144,329$136 millionVanguard
20134,276$128 millionVanguard
20125,155$119 millionVanguard
20114,870$115 millionVanguard
20104,111$114 millionVanguard
20095,898$136 millionVanguard

Dana Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
147Employer EIN 26-1318190
Participants (2024)
4,711
Net assets (2024)
$896 million
Recordkeeper
Vanguard2009–2024
Plan administrator
Dana Incorporated Investment Committee
P.O. Box 1000
Maumee, OH 43537
(419) 887-3000As filed for 2024
In effect since
April 1, 2009

Plans merged into this one: The 401(k) Retirement and Savings Plan for Employees of Fairfield Manufacturing Company Inc. (2020); US Manufacturing Corporation 401(k) Plan (2018).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20244,711$896 millionVanguard
20235,579$833 millionVanguard
20225,183$716 millionVanguard
20214,830$835 millionVanguard
20204,614$733 millionVanguard
20194,442$635 millionVanguard
20184,642$532 millionVanguard
20174,343$549 millionVanguard
20164,012$468 millionVanguard
20154,011$434 millionVanguard
20144,192$437 millionVanguard
20134,342$408 millionVanguard
20125,058$338 millionVanguard
20115,384$313 millionVanguard
20105,551$330 millionVanguard
20097,162$341 millionVanguard

Dana U.S.W. Hourly Employees' Pension Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
148Employer EIN 26-1318190
Participants (2024)
4,214
Net assets (2024)
$231 million
Plan administrator
Dana Incorporated Investment Committee
3939 Technology Drive
Maumee, OH 43537
(419) 887-3000As filed for 2024
In effect since
September 1, 2017
Year by year, 2017 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20244,214$231 millionnot listed
20234,318$251 millionnot listed
20224,449$253 millionnot listed
20214,567$345 millionnot listed
20204,682$364 millionnot listed
20194,818$337 millionnot listed
20184,943$308 millionnot listed
20175,048$357 millionnot listed

Dana Combined Hourly Employees' Pension Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
003Employer EIN 26-1318190
Participants (2024)
3,253
Net assets (2024)
$151 million
Plan administrator
Dana Incorporated Investment Committee
3939 Technology Drive
Maumee, OH 43537
(419) 887-3000As filed for 2024
In effect since
January 1, 1951

Earlier plan names: Dana Pension Plan for Certain Collectively Bargained Employees; Dana Hourly Employees Pension Plan; Dana Combined Hourly Employees Pension Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,253$151 millionnot listed
20233,343$164 millionnot listed
20223,444$166 millionnot listed
20213,550$222 millionnot listed
20203,660$240 millionnot listed
20193,773$223 millionnot listed
20173,979$238 millionnot listed
20168,235$444 millionnot listed
20158,481$459 millionnot listed
20148,691$501 millionnot listed
20138,964$483 millionnot listed
20129,372$523 millionnot listed
20119,634$504 millionnot listed
20109,893$443 millionnot listed
200910,123$439 millionnot listed

Dana Corporation Victor Reinz Division Pension Plan for Hourly Paid Employees at the Robinson, Illinois Plant

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
015Employer EIN 26-1318190
Participants (2024)
273
Net assets (2024)
$12.0 million
Plan administrator
Dana Incorporated Investment Committee
3939 Technology Drive
Maumee, OH 43537
(419) 887-3000As filed for 2024
In effect since
January 1, 1972

Earlier plan names: Dana Victor Reinz Division Pension Plan for Hourly Paid Employees at the Robinson Illinois Plant; Dana Victor Reinz Division Pension Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024273$12.0 millionnot listed
2023282$12.7 millionnot listed
2022292$12.7 millionnot listed
2021297$16.2 millionnot listed
2020309$17.3 millionnot listed
2019318$16.2 millionnot listed
2018322$14.8 millionnot listed
2017332$16.6 millionnot listed
2016340$15.7 millionnot listed
2015351$15.4 millionnot listed
2014362$16.6 millionnot listed
2013373$16.0 millionnot listed
2012379$16.9 millionnot listed
2011387$16.1 millionnot listed
2010401$15.3 millionnot listed
2009408$14.4 millionnot listed

Supplemental Retirement Income Plan for Hourly Employees at the Victor Reinz Division-Robinson Plant

401(k)Merged

Merged. In 2019 its assets moved to the Dana Hourly Bargained Retirement and Savings Plan, sponsored by Dana Limited (EIN 26-1318190, plan 106). Accounts moved with them, so that plan is the one to contact.

Plan number
088Employer EIN 26-1318190
Participants (2018)
129
Net assets (2018)
$5.1 million
Recordkeeper
Vanguard2009–2019
Plan administrator
Dana Holding Corporation Investment Committee
P.O. Box 1000
Maumee, OH 43537
(419) 887-3000As filed for 2019
In effect since
February 1, 1988

Earlier plan names: Supplementary Retirement Income Plan for Hrly Emp - Victor Div Robis; Supplementary Retirement Income Plan for Hourly Employees at the Victor Reinz Division-Robinson Plan; Supplementary Retirement Income Plan for Hourly Employees at the Victor Reinz Division-Robinson Plant.

Year by year, 2009 to 2019
Plan yearParticipantsNet assetsRecordkeeper
20190$0Vanguard
2018129$5.1 millionVanguard
2017126$5.7 millionVanguard
2016121$5.7 millionVanguard
2015134$5.7 millionVanguard
2014142$5.8 millionVanguard
2013158$6.1 millionVanguard
2012182$6.0 millionVanguard
2011198$6.0 millionVanguard
2010175$5.8 millionVanguard
2009180$5.8 millionVanguard

Dana Retirement Plan

Cash balance pension, frozenClosed

Closed. The plan filed its final annual report for 2019, which means its assets were paid out or moved and it no longer exists.

Plan number
001Employer EIN 26-1318190
Participants (2018)
17,515
Net assets (2018)
$773 million
Plan administrator
Chairman of the Investment Committee-Dana Limited
P.O. Box 1000
Maumee, OH 43537
(419) 887-3000As filed for 2019
In effect since
January 1, 1942
Year by year, 2009 to 2019
Plan yearParticipantsNet assetsRecordkeeper
20190$0not listed
201817,515$773 millionnot listed
201718,370$901 millionnot listed
201620,215$994 millionnot listed
201520,826$1.0 billionnot listed
201421,431$1.1 billionnot listed
201328,260$1.1 billionnot listed
201230,454$1.2 billionnot listed
201130,986$1.2 billionnot listed
201031,598$998 millionnot listed
200933,067$948 millionnot listed

If you had money in one of these plans

  1. Call Vanguard (investor.vanguard.com), which runs the Dana Hourly Bargained Retirement and Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((419) 887-3000). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  5. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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