The Eaton Puerto Rico Retirement Savings Plan — Form 5500 plan (Eaton Intelligent Power Limited)
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, The Eaton Puerto Rico Retirement Savings Plan is a benefit plan reported by Eaton Intelligent Power Limited under EIN 98-1098668 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,747 participants and $67,312,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eaton Intelligent Power Limited
- EIN
- 98-1098668
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,747 | H | 20241009160755NAL0019599969005 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $67,312,418
- Net assets (EOY)
- $67,312,418
- Net assets (BOY)
- $54,286,487
Income & contributions
- Employer contributions
- $1,871,054
- Participant contributions
- $4,203,226
- Total contributions
- $6,203,152
- Total income / additions
- $16,091,302
Expenses & distributions
- Benefits paid
- $3,065,253
- Total expenses
- $3,065,371
- Net increase / (decrease)
- $13,025,931
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.