Defined Benefit (Pension) · DOL Form 5500 · 2023

Eaton Intelligent Power Limited Pension Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
1,460
Participants Near avg headcount
91st
Percentile by assets National rank
$66,840
Avg per participant Below avg balance/head
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Official DOL plan name: Pension Plan for Eaton Employees in Puerto Rico · Sponsored by Eaton Intelligent Power Limited · Texas · Manufacturing

$98M in assets, 1,460 participants

Eaton Intelligent Power Limited's Pension Plan for Eaton Employees in Puerto Rico reported $98M in total assets and 1,460 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,213 in Manufacturing (18,722 peers)

Coverage in Texas

Pension Plan for Eaton Employees in Puerto Rico covers 1,460 participants in Texas, 2.1x the typical Texas plan (state average ~688 per filing). Assets: $98M.

#16,213
in Manufacturing (18,722 peers)
+12.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Pension Plan for Eaton Employees in Puerto Rico's outsized position by total assets

Pension Plan for Eaton Employees in Puerto Rico vs every filed plan by assets

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

$97,586,784 Top 9% higher than 91% 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

Pension Plan for Eaton Employees in Puerto Rico'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. Pension Plan for Eaton Employees in Puerto Rico lands in the large band (1,460 participants).

DOL schedule card

Filing strip 981098668 · Eaton Intelligent Power Limited PY 2023 · Defined Benefit (Pension)

Pension Plan for Eaton Employees in Puerto Rico · $98M · 1,460 · 91st

  • EBSA $98M
  • EBSA 1,460
  • EBSA 91st
  • EBSA Defined Benefit (Pension)
  • EBSA near Henniges Automotive Consolidated Pension Plan
  • EBSA ind #16213

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 →

Pension Plan for Eaton Employees in Puerto Rico in the asset neighbourhood

The Retirement Income Plan for Employees of the Rockefeller FoundationThe Retirement Income Plan f…$98MHenniges Automotive Consolidated Pension PlanHenniges Automotive Consolid…$98MPension Plan for Eaton Employees in Puerto RicoPension Plan for Eaton Emplo…$98MPartners' Pension Plan of Hughes Hubbard & ReedPartners' Pension Plan of Hu…$98MAlliance Coal, LLC & Aff. Pension Plan for Coal EmployeesAlliance Coal, LLC & Aff. Pe…$98M
End-of-year total assets ($M) among Pension Plan for Eaton Employees in Puerto Rico and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$98M
Net Income$11M
Employer EIN981098668
Plan Effective Date2010-12-01
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 Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Eaton Employees in Puerto Rico vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan for Eaton Employees in Puerto Rico, Total assets ($B): 0.097586784 · Participants: 1460Pension Plan for Eaton Employees in Puerto RicoAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Pension Plan for Eaton Employees in Puerto Rico vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Pension Plan for Eaton Employees in Puerto Rico side-by-side with 3 peers →

Pension Plan for Eaton Employees in Puerto Rico's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Henniges Automotive Consolidated Pension Plan in MI ($98M); by covered participants it is Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund in OR (1,460 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,460 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 Pension Plan for Eaton Employees in Puerto Rico assets move in 2023? ▼
Pension Plan for Eaton Employees in Puerto Rico grew at a solid clip - up 12.1% during 2023, from $87M to $98M. Reported net income was $11M.
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 Pension Plan for Eaton Employees in Puerto Rico rank by assets among Form 5500 filers? ▼
Pension Plan for Eaton Employees in Puerto Rico ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Eaton Employees in Puerto Rico? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Henniges Automotive Consolidated Pension Plan in MI ($98M, 253 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Eaton Employees in Puerto Rico? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund in OR (1,460 participants, $370M 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.