Other · DOL Form 5500 · 2023

Eaton Intelligent Power Limited Retirement Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
1,575
Participants Near avg headcount
88th
Percentile by assets National rank
$42,738
Avg per participant Low balance/head
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Official DOL plan name: The Eaton Puerto Rico Retirement Savings Plan · Sponsored by Eaton Intelligent Power Limited · Texas · Manufacturing

$67M in assets, 1,575 participants

Eaton Intelligent Power Limited's The Eaton Puerto Rico Retirement Savings Plan reported $67M in total assets and 1,575 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,492 in Manufacturing (18,722 peers)

Coverage in Texas

The Eaton Puerto Rico Retirement Savings Plan covers 1,575 participants in Texas, 2.3x the typical Texas plan (state average ~688 per filing). Assets: $67M.

#15,492
in Manufacturing (18,722 peers)
+24.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Eaton Puerto Rico Retirement Savings Plan's outsized position by total assets

The Eaton Puerto Rico Retirement Savings Plan vs every filed plan by assets

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

$67,312,418 Top 12% higher than 88% 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

The Eaton Puerto Rico Retirement Savings 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. The Eaton Puerto Rico Retirement Savings Plan lands in the large band (1,575 participants).

EBSA filing schedule strip

Filing strip 981098668 · Eaton Intelligent Power Limited PY 2023 · Other

The Eaton Puerto Rico Retirement Savings Plan · $67M · 1,575 · 88th

  • SCH $67M
  • EBSA 1,575
  • PART 88th
  • TYPE Other
  • NET near United Nations International School Tax Deferred Annuity Plan
  • BOOK ind #15492

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 Texas →

The Eaton Puerto Rico Retirement Savings Plan in the asset neighbourhood

The Eaton Puerto Rico Retirement Savings PlanThe Eaton Puerto Rico Retire…$67MUnited Nations International School Tax Deferred Annuity PlanUnited Nations International…$67MTrevor Day School Retirement and Savings PlanTrevor Day School Retirement…$67MViewpoint Educational Foundation 403(b)Viewpoint Educational Founda…$67MCalifornia Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III)California Pacific Medical C…$67M
End-of-year total assets ($M) among The Eaton Puerto Rico Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$67M
Net Income$13M
Employer EIN981098668
Plan Effective Date2010-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Eaton Intelligent Power Limited)

Sponsor-wide plan assets over time

All Eaton Intelligent Power Limited plans reported in each filing year

Latest sponsor-wide plan assets
$183M 11.069655752488117% vs 2023
2024 filing year
$160M$170M$180M$190M 20232024 $165M $183M ▲ +11.1%
Year Plans Participants Total Assets
2023 2 3,035 $165M
2024 2 3,167 $183M

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

The Eaton Puerto Rico Retirement Savings Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -10123 Total assets ($B) Participants The Eaton Puerto Rico Retirement Savings Plan, Total assets ($B): 0.067312418 · Participants: 1575The Eaton Puerto Rico Retirement Savings PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
The Eaton Puerto Rico Retirement Savings Plan vs. nearby Other plans in Texas, assets vs. participants
Compare The Eaton Puerto Rico Retirement Savings Plan side-by-side with 3 peers →

The Eaton Puerto Rico Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is United Nations International School Tax Deferred Annuity Plan in NY ($67M); by covered participants it is Fraser 403(b) Retirement Plan in MN (1,575 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,575 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 The Eaton Puerto Rico Retirement Savings Plan assets move in 2023? ▼
The Eaton Puerto Rico Retirement Savings Plan grew sharply - up 24.0% during 2023, from $54M to $67M. Reported net income was $13M.
How have Eaton Intelligent Power Limited plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Eaton Intelligent Power Limited's sponsor-wide assets grew 11.1%, from $165M to $183M.
Where does The Eaton Puerto Rico Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Eaton Puerto Rico Retirement Savings Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Eaton Puerto Rico Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is United Nations International School Tax Deferred Annuity Plan in NY ($67M, 199 participants).
Which Other plans cover a similar participant headcount to The Eaton Puerto Rico Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Fraser 403(b) Retirement Plan in MN (1,575 participants, $26M 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 981098668.

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.