Defined Benefit (Pension) · DOL Form 5500 · 2022
Eaton Corporation Pension Plan
Data updated 2026-08-25
- $2.6B
- Total assets Very large vs avg
- 9,767
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $269,786
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Eaton Corporation Employees · Sponsored by Eaton Corporation · Ohio · Manufacturing
$2.6B in assets, 9,767 participants
Eaton Corporation's Pension Plan for Eaton Corporation Employees reported $2.6B in total assets and 9,767 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.
- #20,431 in Manufacturing (20,602 peers)
Coverage in Ohio
Pension Plan for Eaton Corporation Employees covers 9,767 participants in Ohio, 13x the typical Ohio plan (state average ~765 per filing). Assets: $2.6B.
- #20,431
- in Manufacturing (20,602 peers)
- -28.2%
- assets change YoY
- 26×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.0B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Plan for Eaton Corporation Employees's outsized position by total assets
Pension Plan for Eaton Corporation Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,635,003,624 Highest reported value at or above every one 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
Pension Plan for Eaton Corporation Employees'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. Pension Plan for Eaton Corporation Employees lands in the large band (9,767 participants).
Form 5500 schedule snapshot
Filing strip 340196300 · Eaton Corporation PY 2022 · Defined Benefit (Pension)
Pension Plan for Eaton Corporation Employees · $2.6B · 9,767 · 100th
- NET $2.6B
- NET 9,767
- NET 100th
- NET Defined Benefit (Pension)
- NET near American Airlines, Inc. Pilot Retirement Benefit Program
- NET ind #20431
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 →
Pension Plan for Eaton Corporation Employees in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $3.7B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | -$1.0B |
| Employer EIN | 340196300 |
| Plan Effective Date | 1944-01-01 |
| 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 Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Scale composition for Pension Plan for Eaton Corporation Employees
Pension Plan for Eaton Corporation Employees reports $2.6B in end-of-year assets across 9,767 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $269,786 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2022 was -$1.0B.
This plan identity (EIN 340196300, plan #029) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.6B to $2.4B (-7.2%) while covered participants moved from 9,767 to 8,410 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,767 | $2.6B | This page |
| 2023 | 8,916 | $2.6B | Open filing |
| 2024 · index core | 8,410 | $2.4B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Eaton Savings Plan (401(k), $8.4B, 24,055 participants)
- Pension Plan for Eaton Corporation Employees (Defined Benefit (Pension), $2.4B, 8,410 participants)
- Eaton Personal Investment Plan (401(k), $225M, 3,343 participants)
Pension Plan for Eaton Corporation Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is American Airlines, Inc. Pilot Retirement Benefit Program in TX ($2.6B); by covered participants it is Building Trades United Pension Trust Fund Milwaukee and Vicinity in WI (9,724 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.6B here).
- American Airlines, Inc. Pilot Retirement Benefit Program (TX) $2.6B · 6,074
- Factory Mutual Insurance Company Pension Plan (RI) $2.7B · 3,598
- Sound Retirement Trust (WA) $2.6B · 105,428
- General Dynamics Retirement Plan (Electric Boat) (VA) $2.6B · 5,557
Similar participant headcount
Nearest other-state filings by covered participants (9,767 participants); asset peers above are excluded.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity (WI) 9,724 · 43 off
- Club Pension Plan (CA) 9,816 · 49 off
- Ufcw-Giant Variable Annuity Fund (MD) 9,713 · 54 off
- Cigna Pension Plan (PA) 9,677 · 90 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.