Donley Companies 401(k) match, vesting and fees
What Donley Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Cohen & Company, Ltd. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,392 defined-contribution plans in construction with 100 to 499 participants.
| Donley Companies: employer contribution per participant | $2,281 | |
| Peer median | $2,501 |
| Donley Companies: average balance | $75,544 | |
| Peer median | $71,471 |
| Donley Companies: admin expenses ÷ assets | 0.39% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $18.6M at the end of plan year 2022 to $24.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 720 | $24.2M | $730K | $2,281 | 0.39% | Not published | Form 5500 ↗ |
| 2024 | 680 | $22.3M | $639K | $2,102 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 601 | $18.5M | $561K | $1,542 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 598 | $18.6M | $510K | $1,660 | 0.34% | Not published | Form 5500 ↗ |
Other Donley Companies plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Donley Companies, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cohen & Company, Ltd. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Donley Companies match 401(k) contributions?
The match terms for the Donley'S 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $730K in employer contributions, about $2,281 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Donley Companies 401(k) match vested?
The vesting schedule for the Donley'S 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Donley Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Co. The plan administrator is Donley Companies, Inc..
I left Donley Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Donley Companies, Inc., (216) 524-6800) or the recordkeeper, Empower Annuity Insurance Co. The Donley Companies old 401(k) page lists the contacts from every plan filing. Find an old Donley Companies 401(k)
Data from the public Form 5500 annual reports Donley Companies filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Donley Companies. Not financial advice. Report a correction · Methodology