401(k) · DOL Form 5500 · 2023

Eaton Corporation 401(k) Plan

Data updated 2026-08-25

$207M
Total assets Near avg plan size
3,303
Participants Above avg headcount
95th
Percentile by assets National rank
$62,537
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,217
in Manufacturing (18,722 peers)
+11.3%
assets growth YoY
2.1×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

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

This plan $0 $2,050,000,000 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

Eaton Personal Investment Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eaton Personal Investment Plan lands in the large band (3,303 participants).

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 →

Published 5500 schedule card

Filing strip 340196300 · Eaton Corporation PY 2023 · 401(k)

Eaton Personal Investment Plan · $207M · 3,303 · 95th

  • IND $207M
  • EOY 3,303
  • 5500 95th
  • ASSETS 401(k)
  • PCT near J.D. Power 401(k) Plan
  • EIN ind #17217

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

Avx Greenville LLC 401(k) PlanAvx Greenville LLC 401(k) Pl…$207MJ.D. Power 401(k) Plan$207MEaton Personal Investment PlanEaton Personal Investment Pl…$207MPepsi Bottling Ventures 401(k) PlanPepsi Bottling Ventures 401(…$206MPanoramic Health 401(k) Plan$206M
End-of-year total assets ($M) among Eaton Personal Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

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
$5B$10B$15B$20B 202220232024 $8.87B $11.1B ▲ +24.7%
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 ($B) Participants Eaton Personal Investment Plan, Total assets ($B): 0.206559041 · Participants: 3303Eaton Personal Investment PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
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 →

Eaton Personal Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is J.D. Power 401(k) Plan in MI ($207M); by covered participants it is Omnicell, Inc. 401(k) Plan in TX (3,303 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($207M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,303 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Eaton Personal Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Omnicell, Inc. 401(k) Plan in TX (3,303 participants, $362M in assets).

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.