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Employer · plans filed under one EIN

Dana Limited

Maumee, OH · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$1.56Bnet assets across plans
20,595participant records8,997 active
$29.2Memployer contributions, latest plan years$3,249 per active record
$1.3MSchedule C compensation to organisations$62.69 per participant record

Dana Limited, based in Maumee, Ohio, sponsors 5 retirement plans with 100 or more participants: 2 defined contribution and 3 defined benefit. Together they reported 20,595 participant records and $1.56B in net assets.

The largest is Dana Hourly Bargained Retirement and Savings Plan, a 401(k) plan with 8,144 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $29.2M and participant contributions $42.2M in the latest plan years; benefits paid were $161M. Schedule C compensation reported to service provider organisations totalled $1.3M.

Combined net assets moved from $930M in 2009 to $1.56B in 2024 (up 68%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Dana Hourly Bargained Retirement and Savings Plan401(k) plan20248,144$275M$33,742$938$583K
Dana Retirement Savings Plan401(k) plan20244,711$896M$190,145$9,351$709K
Dana U.S.W. Hourly Employees' Pension Plandefined benefit pension plan20244,214$231M$54,789—$0
Dana Combined Hourly Employees' Pension Plandefined benefit pension plan20243,253$151M$46,483—$0
Dana Corporation Victor Reinz Division Pension Plan for Hourly Paid Employees at the Robinson, Illinois Plantdefined benefit pension plan2024273$12.0M$44,018—$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $930M2010: $903M2011: $949M2012: $996M2013: $1.03B2014: $1.09B2015: $1.04B2016: $1.07B2017: $1.32B2018: $1.01B2019: $1.40B2020: $1.60B2021: $1.69B2022: $1.37B2023: $1.52B2024: $1.56B$930M$1.69B$1.56B20092012201620202024
Combined net assets
2009: 23,5912010: 19,9562011: 20,2752012: 19,9642013: 17,9552014: 17,5742015: 17,3742016: 17,0602017: 18,2512018: 15,4102019: 18,9922020: 19,3922021: 19,4822022: 21,6452023: 21,3772024: 20,59523,59120,59520092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024520,595$1.56B$29.2M$42.2M
2023521,377$1.52B$30.6M$40.1M
2022521,645$1.37B$25.7M$36.2M
2021519,482$1.69B$24.3M$32.8M
2020519,392$1.60B$21.5M$29.0M
2019518,992$1.40B$21.2M$28.6M
2018415,410$1.01B$23.1M$28.4M
2017518,251$1.32B$20.1M$22.9M
2016417,060$1.07B$16.4M$20.1M
2015417,374$1.04B$14.6M$18.0M
2014417,574$1.09B$13.8M$16.7M
2013417,955$1.03B$10.8M$15.6M
2012419,964$996M$25.1M$15.5M
2011420,275$949M$68.6M$14.7M
2010419,956$903M$4.9M$13.2M
2009423,591$930M$981K$10.4M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
The Vanguard Group, Inc.Recordkeeping and information management; Consulting (general); Trustee (directed); Participant loan processing2$896,607
Goldman Sachs—2$192,274
Vanguard Advisers Inc.Investment advisory (participants)1$153,736
Rehmann—2$48,540

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

The Vanguard Group, Inc.$897K
Goldman Sachs$192K
Vanguard Advisers Inc.$154K
Rehmann$49K

Questions and answers

How many retirement plans does Dana Limited have?

5 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Dana Hourly Bargained Retirement and Savings Plan, Dana Retirement Savings Plan, Dana U.S.W. Hourly Employees' Pension Plan and Dana Combined Hourly Employees' Pension Plan and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Dana Limited contribute to its plans?

$29,233,465 in employer contributions across these plans in their latest plan years, about $3,249 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name The Vanguard Group, Inc., Goldman Sachs, Vanguard Advisers Inc. and Rehmann. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.