Defined Benefit (Pension) · DOL Form 5500 · 2024
Caterpillar Inc. Pension Plan
Data updated 2026-08-25
- $2.4B
- Total assets Very large vs avg
- 1,749
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Caterpillar Inc. Non-Contributory Pension Plan · Sponsored by Caterpillar Inc. · Texas · Manufacturing
$2.4B in assets, 1,749 participants
Caterpillar Inc.'s Caterpillar Inc. Non-Contributory Pension Plan reported $2.4B in total assets and 1,749 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #17,565 in Manufacturing (17,777 peers)
Coverage in Texas
Caterpillar Inc. Non-Contributory Pension Plan covers 1,749 participants in Texas, 2.5x the typical Texas plan (state average ~688 per filing). Assets: $2.4B.
- #17,565
- in Manufacturing (17,777 peers)
- -8.3%
- assets change YoY
- 24×
- vs typical plan assets (national mean)
The plan reported a net loss of $214M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Caterpillar Inc. Non-Contributory Pension Plan's outsized position by total assets
Caterpillar Inc. Non-Contributory Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,371,318,889 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Caterpillar Inc. Non-Contributory Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caterpillar Inc. Non-Contributory Pension Plan lands in the large band (1,749 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caterpillar Inc. Non-Contributory Pension Plan reported net income fell from $8M in the plan year 2023 filing to -$214M in the plan year 2024 filing.
- Caterpillar Inc. Non-Contributory Pension Plan reported participants fell from 1,921 in the plan year 2023 filing to 1,749 in the plan year 2024 filing.
- Caterpillar Inc. Non-Contributory Pension Plan end-of-year assets fell from $2.6B in the plan year 2023 filing to $2.4B in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 370602744 · Caterpillar Inc. PY 2024 · Defined Benefit (Pension)
Caterpillar Inc. Non-Contributory Pension Plan · $2.4B · 1,749 · 99th
- NET $2.4B
- BOOK 1,749
- VS-ST 99th
- BOY Defined Benefit (Pension)
- SCH near Twin City Hospitals - Minnesota Nurses Association Pension Plan
- EBSA ind #17565
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 →
Caterpillar Inc. Non-Contributory Pension Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $2.6B |
|---|---|
| Net Assets (End of Year) | $2.4B |
| Net Income | -$214M |
| Employer EIN | 370602744 |
| Plan Effective Date | 1950-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caterpillar Inc.)
Sponsor-wide plan assets over time
All Caterpillar Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31.2B 17.462816221366566% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 59,865 | $26.6B |
| 2023 | 6 | 62,525 | $29.7B |
| 2024 | 6 | 64,709 | $31.2B |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $28.3B · 100,400
- Exxonmobil Pension Plan $12.1B · 22,000
- Chevron Retirement Plan $9.7B · 21,297
- Shell Pension Plan $9.7B · 12,688
- Caterpillar Inc. Retirement Income Plan $9.2B · 11,498
Caterpillar Inc. Non-Contributory Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Twin City Hospitals - Minnesota Nurses Association Pension Plan in MN ($2.4B); by covered participants it is The Savannah River Nuclear Solutions, LLC Multiple Employer Pension Plan in SC (1,749 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.4B here).
- Twin City Hospitals - Minnesota Nurses Association Pension Plan (MN) $2.4B · 16,348
- Southern California Gas Company Pension Plan (CA) $2.4B · 8,518
- Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan (GA) $2.4B · 5,814
- Duke Energy Legacy Pension Plan (NC) $2.4B · 300
Similar participant headcount
Nearest other-state filings by covered participants (1,749 participants); asset peers above are excluded.
- The Savannah River Nuclear Solutions, LLC Multiple Employer Pension Plan (SC) 1,749 · 0 off
- The Retirement Plan of Rady Childrens Hospital and Health Center (CA) 1,746 · 3 off
- B. Braun Medical, Inc. Pension Plan (PA) 1,754 · 5 off
- Bwxt Retirement Plan (VA) 1,742 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.