401(k) · DOL Form 5500 · 2022
Eaton Corporation 401(k) Plan
Data updated 2026-08-25
- $186M
- Total assets Near avg plan size
- 3,206
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $57,903
- Avg per participant Low balance/head
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.
- #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.
- #19,101
- in Manufacturing (20,602 peers)
- -17.6%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
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.
Eaton Personal Investment Plan's outsized position by total assets
Eaton Personal Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$185,635,749 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Eaton Personal Investment Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eaton Personal Investment Plan lands in the large band (3,206 participants).
Form 5500 schedule snapshot
Filing strip 340196300 · Eaton Corporation PY 2022 · 401(k)
Eaton Personal Investment Plan · $186M · 3,206 · 95th
- ASSETS $186M
- PCT 3,206
- EIN 95th
- RANK 401(k)
- PHOTO near Wesbanco, Inc. Ksop
- IND ind #19101
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Ohio →
Eaton Personal Investment Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Eaton Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.1B 24.68091819688474% vs 2022
- 2024 filing year
| 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.
- 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
Eaton Personal Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Wesbanco, Inc. Ksop in WV ($186M); by covered participants it is Csx Corporation 401(k) Plan in FL (3,207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($186M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,206 participants); asset peers above are excluded.
- Csx Corporation 401(k) Plan (FL) 3,207 · 1 off
- Summit Healthcare Management LLC (TN) 3,204 · 2 off
- New Seasons Market LLC 401(k) Plan (OR) 3,209 · 3 off
- Rosen Hotels and Resorts, Inc. Employees Savings Trust (FL) 3,202 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.