Pension Plan For Eaton Corporation Employees — Form 5500 plan (Eaton Corporation)
Plain-English plan 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, Pension Plan For Eaton Corporation Employees is a benefit plan reported by Eaton Corporation under EIN 34-0196300 and plan number 029. The latest loaded filing year is 2023. The filing reports 48,425 participants and $2,604,426,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eaton Corporation
- EIN
- 34-0196300
- Plan number
- 029
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 48,425
- End-of-year plan assets
- $2,604,426,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48,425 | H, C | 20241014101332NAL0014751715003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,604,426,878
- Total liabilities (EOY)
- $466,243
- Net assets (EOY)
- $2,603,960,635
- Net assets (BOY)
- $2,633,643,584
Income & contributions
- Participant contributions
- $281,585
- Total contributions
- $281,585
- Total income / additions
- $221,672,958
Expenses & distributions
- Benefits paid
- $233,527,272
- Administrative expenses
- $17,828,635
- Total expenses
- $251,355,907
- Net increase / (decrease)
- -$29,682,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Management Trust Company | not reported in the loaded dataset | $2,370,464 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | not reported in the loaded dataset | $527,631 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | not reported in the loaded dataset | $170,325 | not reported in the loaded dataset | 2023 |
| Burke Group | not reported in the loaded dataset | $31,280 | not reported in the loaded dataset | 2023 |
| Meaden & Moore, Ltd | not reported in the loaded dataset | $27,650 | not reported in the loaded dataset | 2023 |
| Wtw | not reported in the loaded dataset | $22,000 | not reported in the loaded dataset | 2023 |
| Compass One | not reported in the loaded dataset | $6,801 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eaton Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Fidelity Management Trust Company — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Burke Group — Schedule C compensation
- Meaden & Moore, Ltd — Schedule C compensation
- Wtw — Schedule C compensation
- Compass One — Schedule C compensation