Eaton Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Eaton Corporation (EIN 34-1407310) is a plan sponsor located in Cleveland, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-1407310
Location
Cleveland, OH
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Eaton Corporation

  • 1 loaded plans hold $19.8M in reported assets.
  • The largest, Eaton Corporation Voluntary Employee Beneficiary Association Trust, holds 100% of this company's reported plan assets.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.8MSummed across loaded plans$19,814,710
Total reported assets$19.8M$19,814,710
Total reported participantsNot reported
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$19.8M total assets
Net assets$19.8MLiabilities
Contributions & income
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expensesNot reported
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Eaton Corporation Voluntary Employee Beneficiary Association Trust
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · not reported in the loaded dataset participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Eaton Corporation. Open one for its full reported snapshot.

  1. 2023
    Eaton Corporation Voluntary Employee Beneficiary Association TrustParticipants not reported · 4Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Eaton Corporation report on Form 5500?
Eaton Corporation (EIN 34-1407310) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Eaton Corporation?
The Employer Identification Number (EIN) reported for Eaton Corporation is 34-1407310.
What is the latest Form 5500 filing year for Eaton Corporation?
The latest loaded Form 5500 filing year for Eaton Corporation is 2023.

Related Form 5500 pages