Defined Benefit (Pension) · DOL Form 5500 · 2024

Caterpillar Inc. Pension Plan

Data updated 2026-07-24

$2.4B
Total assets: 1,749
Participants: 99th
Percentile by assets: $1.4M
Avg per participant

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.

99th percentile by assets (of 116,472 plans)

Coverage in Texas

Caterpillar Inc. Non-Contributory Pension Plan covers 1,749 participants in Texas, 2.5x the typical Texas plan (state average ~704 per filing). Assets: $2.4B.

$2.4B
total plan assets (2024 EOY): 1,749
covered participants: 99th
percentile by assets (of 116,472 plans): $1.4M
avg assets per participant

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 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.

See the national 2023→2024 release diff →

State

Texas

Industry

Manufacturing

Participants vs Texas filers

In Texas, the average filing covers about 704 participants across 9,718 plans. Caterpillar Inc. Non-Contributory Pension Plan reports 1,749 participants - 2.5x that state average ($2.4B EOY assets).

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.)

Total plan assets by year, all Caterpillar Inc. plans on file

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.

Caterpillar Inc. Non-Contributory Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

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

Compare Caterpillar Inc. Non-Contributory Pensio… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Caterpillar Inc. Non-Contributory Pension Plan by total assets, not by location.

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

Frequently Asked Questions

How did Caterpillar Inc. Non-Contributory Pension Plan assets move in 2024? ▼

Caterpillar Inc. Non-Contributory Pension Plan pulled back noticeably - down 8.3% during 2024, from $2.6B to $2.4B. Reported net income was -$214M.

How have Caterpillar Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Caterpillar Inc.'s sponsor-wide assets grew 17.5%, from $26.6B to $31.2B.

Where does Caterpillar Inc. Non-Contributory Pension Plan rank by assets among Form 5500 filers? ▼

Caterpillar Inc. Non-Contributory Pension Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to Caterpillar Inc. Non-Contributory Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Twin City Hospitals - Minnesota Nurses Association Pension Plan in MN ($2.4B, 16,348 participants).

Next read for Caterpillar Inc. Non-Contributory Pensio…

Filing takeaways

Ways to act on Caterpillar Inc. Non-Contributory Pension Plan's numbers.

By total assets, Caterpillar Inc. Non-Contributory Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
Caterpillar Inc.'s sponsor-wide assets have grown 17.5% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 370602744.

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.