Defined Benefit (Pension) · DOL Form 5500 · 2022
Caterpillar Inc. Pension Plan
Data updated 2026-08-06
- $2.6B
- Total assets
- 2,066
- Participants
- 100th
- Percentile by assets
- $1.2M
- Avg per participant
Official DOL plan name: Caterpillar Inc. Non-Contributory Pension Plan · Sponsored by Caterpillar Inc. · Texas · Manufacturing
$2.6B in assets, 2,066 participants
Caterpillar Inc.'s Caterpillar Inc. Non-Contributory Pension Plan reported $2.6B in total assets and 2,066 participants in its 2022 DOL Form 5500 filing, ranking in the 100th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 100th percentile by assets (of 139,258 plans)
- #20,456 in Manufacturing (20,629 peers)
Coverage in Texas
Caterpillar Inc. Non-Contributory Pension Plan covers 2,066 participants in Texas, 2.9x the typical Texas plan (state average ~704 per filing). Assets: $2.6B.
- $2.6B
- total plan assets (2022 EOY)
- 2,066
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $1.2M
- avg assets per participant
The plan reported a net loss of $1.1B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. Caterpillar Inc. Non-Contributory Pension Plan reports 2,066 participants - 2.9x that state average ($2.6B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $3.6B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | -$1.1B |
| Employer EIN | 370602744 |
| Plan Effective Date | 1950-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caterpillar Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 59,865 | $26.6B |
| 2023 | 6 | 62,525 | $29.7B |
| 2024 | 6 | 64,709 | $31.2B |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Caterpillar Inc. Non-Contributory Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Caterpillar Inc. Non-Contributory Pension Plan by total assets, not by location.
- Farmers Group, Inc. Employees' Pension Plan (CA) $2.6B · 12,052
- Time Warner Cable Pension Plan (NC) $2.6B · 18,624
- General Dynamics Retirement Plan (Electric Boat) (VA) $2.6B · 5,557
- Sound Retirement Trust (WA) $2.6B · 105,428
Frequently Asked Questions
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Filing takeaways
Ways to act on Caterpillar Inc. Non-Contributory Pension Plan's numbers.
- By total assets, Caterpillar Inc. Non-Contributory Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- Caterpillar Inc.'s sponsor-wide assets have grown 17.5% since 2022 across 3 plan years on file. More Manufacturing plans