Eaton Savings Trust — 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, Eaton Savings Trust is a benefit plan reported by Eaton Corporation under EIN 47-5346861 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $7,454,355,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eaton Corporation
- EIN
- 47-5346861
- Plan number
- 001
- Plan type
- 4
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $7,454,355,858
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241009160755NAL0019599969003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,454,355,858
- Total liabilities (EOY)
- $7,881,017
- Net assets (EOY)
- $7,446,474,841
- Net assets (BOY)
- $6,142,950,585
Income & contributions
- Total income / additions
- $1,573,902,932
Expenses & distributions
- Administrative expenses
- $1,821,611
- Total expenses
- $1,821,611
- Net increase / (decrease)
- $1,572,081,321
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.