401(k) · DOL Form 5500 · 2023

Eaton Corporation 401(k) Plan

Data updated 2026-08-11

$207M
Total assets
3,303
Participants
95th
Percentile by assets
$62,537
Avg per participant
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Official DOL plan name: Eaton Personal Investment Plan · Sponsored by Eaton Corporation · Ohio · Manufacturing

$207M in assets, 3,303 participants

Eaton Corporation's Eaton Personal Investment Plan reported $207M in total assets and 3,303 participants in its 2023 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 127,072 plans)
  • #17,217 in Manufacturing (18,722 peers)

Coverage in Ohio

Eaton Personal Investment Plan covers 3,303 participants in Ohio, 4.3x the typical Ohio plan (state average ~765 per filing). Assets: $207M.

$207M
total plan assets (2023 EOY)
3,303
covered participants
95th
percentile by assets (of 127,072 plans)
$62,537
avg assets per participant

Where Eaton Personal Investment Plan sits by total assets

Eaton Personal Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$206,559,041 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eaton Personal Investment Plan reported net income rose from -$39M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Eaton Personal Investment Plan end-of-year assets rose from $186M in the plan year 2022 filing to $207M in the plan year 2023 filing.
  • Eaton Personal Investment Plan reported participants rose from 3,206 in the plan year 2022 filing to 3,303 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Manufacturing

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Eaton Personal Investment Plan reports 3,303 participants - 4.3x that state average ($207M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$186M
Net Assets (End of Year)$207M
Net Income$23M
Employer EIN340196300
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eaton Corporation)

$5B$10B$15B$20B 202220232024 $8.87B $11.1B ▲ +24.7%
Total plan assets by year, all Eaton Corporation plans on file
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 Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Eaton Personal Inves…, Total assets ($B): 0.206559041 · Participants: 3303Eaton Personal Inves…GE Retirement Saving…, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Saving…The Sherwin-Williams…, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams…The Progressive 401(…, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(…The Kroger Co. 401(k…, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k…Nationwide Savings P…, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings P…
Eaton Personal Investment Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Eaton Personal Investment Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Eaton Personal Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Eaton Personal Investment Plan assets move in 2023? ▼
Eaton Personal Investment Plan grew at a solid clip - up 11.3% during 2023, from $186M to $207M. Reported net income was $23M.
How have Eaton Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eaton Corporation's sponsor-wide assets grew 24.7%, from $8.9B to $11.1B.
Where does Eaton Personal Investment Plan rank by assets among Form 5500 filers? ▼
Eaton Personal Investment Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Eaton Personal Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is J.D. Power 401(k) Plan in MI ($207M, 872 participants).

Next read for Eaton Personal Investment Plan

Filing takeaways

Ways to act on Eaton Personal Investment Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340196300.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.