Donaldson 401(k) and pension plans

Donaldson Company, Inc., Minneapolis, MN. EIN 41-0222640. Annual reports 2009–2025. Also filed as Donaldson Company, Inc.

Donaldson Company, Inc. has 3 active retirement plans on file. The largest is the Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan, with 5,936 participants and $943 million in assets in 2025. Fidelity has been its recordkeeper since 2009.

Active plans: 3
Participants: 9,516
Plan assets: $1.2 billion
401(k) recordkeeper: Fidelity
Plans on file: 5
Industry: Manufacturing

All 5 plans

Active plans first

Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 007Employer EIN 41-0222640
Participants (2025): 5,936
Net assets (2025): $943 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Donaldson Company, Inc.
Po Box 1299
Minneapolis, MN 55440
(952) 887-3333As filed for 2025
In effect since: December 27, 1955

Plans merged into this one: Western Filter Corporation 401(k) Benefit Plan and Trust (2014).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	5,936	$943 million	Fidelity
2024	6,094	$827 million	Fidelity
2023	5,839	$745 million	Fidelity
2022	5,804	$656 million	Fidelity
2021	5,490	$775 million	Fidelity
2020	5,155	$710 million	Fidelity
2019	5,293	$697 million	Fidelity
2018	5,394	$565 million	Fidelity
2017	4,912	$630 million	Fidelity
2016	4,688	$575 million	Fidelity
2015	4,803	$518 million	Fidelity
2014	5,147	$619 million	Fidelity
2013	5,028	$656 million	Fidelity
2012	5,176	$548 million	Fidelity
2011	4,926	$552 million	Fidelity
2010	4,901	$528 million	Fidelity
2009	4,398	$443 million	Fidelity

Donaldson Company, Inc. Salaried Employees Pension Plan

Cash balance pensionActive

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

Plan number: 001Employer EIN 41-0222640
Participants (2024): 2,170
Net assets (2024): $174 million
Plan administrator: Donaldson Company, Inc.
Po Box 1299
Minneapolis, MN 55440
(952) 887-3333As filed for 2024
In effect since: October 1, 1955

Plans merged into this one: Air-Maze Corporation Hourly Payroll Retirement Plan Greeneville, Tennessee (2014).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,170	$174 million	not listed
2023	2,306	$178 million	not listed
2022	2,419	$183 million	not listed
2021	2,572	$206 million	not listed
2020	2,680	$260 million	not listed
2019	2,830	$246 million	not listed
2018	2,955	$230 million	not listed
2017	3,113	$227 million	not listed
2016	3,210	$232 million	not listed
2015	3,357	$193 million	not listed
2014	3,552	$210 million	not listed
2013	3,463	$211 million	not listed
2012	3,398	$198 million	not listed
2011	3,283	$184 million	not listed
2010	3,112	$192 million	not listed
2009	3,170	$167 million	not listed

Donaldson Company, Inc. Hourly Employees Pension Plan

Pension (defined benefit)Active

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

Plan number: 003Employer EIN 41-0222640
Participants (2024): 1,410
Net assets (2024): $96.6 million
Plan administrator: Donaldson Company, Inc.
Po Box 1299
Minneapolis, MN 55440
(952) 887-3333As filed for 2024
In effect since: August 1, 1962

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,410	$96.6 million	not listed
2023	1,444	$99.2 million	not listed
2022	1,481	$99.5 million	not listed
2021	1,508	$109 million	not listed
2020	1,526	$137 million	not listed
2019	1,551	$125 million	not listed
2018	1,583	$115 million	not listed
2017	1,614	$112 million	not listed
2016	1,641	$107 million	not listed
2015	1,657	$104 million	not listed
2014	1,771	$111 million	not listed
2013	2,111	$123 million	not listed
2012	2,142	$115 million	not listed
2011	2,181	$88.6 million	not listed
2010	2,161	$87.6 million	not listed
2009	2,056	$82.3 million	not listed

Western Filter Corporation 401(k) Benefit Plan and Trust

Profit-sharing planMergedUnion (multiemployer)

Merged. In 2014 its assets moved to the Donaldson Company, Inc. Retirement Savings and Employee Stock Ownershi, sponsored by Donaldson Company, Inc. (EIN 41-0222640, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number: 019Employer EIN 41-0222640
Participants (2013): 95
Net assets (2013): $2.5 million
Plan administrator: Donaldson Company, Inc.
1400 W 94TH ST, Po Box 1299
Minneapolis, MN 55440
(952) 887-3131As filed for 2014
In effect since: May 1, 1986

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	not listed
2013	95	$2.5 million	not listed
2012	103	$2.7 million	not listed
2011	109	$2.7 million	not listed
2010	66	$2.8 million	not listed
2009	142	$2.8 million	not listed

Air-Maze Corporation Hourly Payroll Retirement Plan Greeneville, Tennessee

Pension (defined benefit)Merged

Merged. In 2014 its assets moved to the Donaldson Company, Inc. Salaried Employees' Pension Plan, sponsored by Donaldson Company, Inc. (EIN 41-0222640, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 017Employer EIN 41-0222640
Participants (2013): 350
Net assets (2013): $4.0 million
Plan administrator: Donaldson Company, Inc.
Po Box 1299
Minneapolis, MN 55431
(952) 887-3030As filed for 2014
In effect since: January 1, 1981

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	not listed
2013	350	$4.0 million	not listed
2012	351	$3.8 million	not listed
2011	331	$2.7 million	not listed
2010	280	$2.9 million	not listed
2009	264	$2.9 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership 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.
Or call the plan administrator listed on the plan below ((952) 887-3333). That number was filed for 2025; ask for the benefits or retirement plan office.
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.
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

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

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