401(k) · DOL Form 5500 · 2022
Eaton Corporation 401(k) Plan
Data updated 2026-08-11
- $186M
- Total assets
- 3,206
- Participants
- 95th
- Percentile by assets
- $57,903
- Avg per participant
Official DOL plan name: Eaton Personal Investment Plan · Sponsored by Eaton Corporation · Ohio · Manufacturing
$186M in assets, 3,206 participants
Eaton Corporation's Eaton Personal Investment Plan reported $186M in total assets and 3,206 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #19,101 in Manufacturing (20,602 peers)
Coverage in Ohio
Eaton Personal Investment Plan covers 3,206 participants in Ohio, 4.2x the typical Ohio plan (state average ~765 per filing). Assets: $186M.
- $186M
- total plan assets (2022 EOY)
- 3,206
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $57,903
- avg assets per participant
The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Eaton Personal Investment Plan reports 3,206 participants - 4.2x that state average ($186M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $225M |
|---|---|
| Net Assets (End of Year) | $186M |
| Net Income | -$39M |
| Employer EIN | 340196300 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eaton Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 34,855 | $8.9B |
| 2023 | 4 | 61,749 | $16.8B |
| 2024 | 3 | 35,808 | $11.1B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Eaton Personal Investment Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Eaton Personal Investment Plan by total assets, not by location.
- Wesbanco, Inc. Ksop (WV) $186M · 2,334
- Transwestern 401(k) Plan (IL) $186M · 1,681
- Tronox Incorporated Savings Investment Plan (CT) $186M · 711
- United Therapeutics Corporation Employees' Retirement Plan (MD) $186M · 958
Frequently Asked Questions
How did Eaton Personal Investment Plan assets move in 2022? ▼
How have Eaton Corporation plan assets changed over time? ▼
Where does Eaton Personal Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Eaton Personal Investment Plan? ▼
Next read for Eaton Personal Investment Plan
Filing takeaways
Ways to act on Eaton Personal Investment Plan's numbers.
- By total assets, Eaton Personal Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Eaton Corporation's sponsor-wide assets have grown 24.7% since 2022 across 3 plan years on file. More Manufacturing plans