Defined Benefit (Pension) · DOL Form 5500 · 2024
Caterpillar Inc. Pension Plan
Data updated 2026-07-24
- $9.2B
- Total assets
- 11,498
- Participants
- 100th
- Percentile by assets
- $799,622
- Avg per participant
Official DOL plan name: Caterpillar Inc. Retirement Income Plan · Sponsored by Caterpillar Inc. · Texas · Manufacturing
$9.2B in assets, 11,498 participants
Caterpillar Inc.'s Caterpillar Inc. Retirement Income Plan reported $9.2B in total assets and 11,498 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 116,472 plans)
Coverage in Texas
Caterpillar Inc. Retirement Income Plan covers 11,498 participants in Texas, 16x the typical Texas plan (state average ~704 per filing). Assets: $9.2B.
- $9.2B
- total plan assets (2024 EOY)
- 11,498
- covered participants
- 100th
- percentile by assets (of 116,472 plans)
- $799,622
- avg assets per participant
The plan reported a net loss of $609M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caterpillar Inc. Retirement Income Plan reported net income fell from $262M in the plan year 2023 filing to -$609M in the plan year 2024 filing.
- Caterpillar Inc. Retirement Income Plan end-of-year assets fell from $9.8B in the plan year 2023 filing to $9.2B in the plan year 2024 filing.
- Caterpillar Inc. Retirement Income Plan reported participants fell from 12,138 in the plan year 2023 filing to 11,498 in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. Caterpillar Inc. Retirement Income Plan reports 11,498 participants - 16x that state average ($9.2B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $9.8B |
|---|---|
| Net Assets (End of Year) | $9.2B |
| Net Income | -$609M |
| Employer EIN | 370602744 |
| Plan Effective Date | 1959-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caterpillar Inc.)
| 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. Retirement Income 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
- Bp Retirement Accumulation Plan $5.3B · 9,651
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Caterpillar Inc. Retirement Income Plan by total assets, not by location.
- UPS Pension Plan (GA) $9.3B · 157,587
- GE Energy Pension Plan (NY) $8.9B · 5,829
- Sheet Metal Workers' National Pension Fund (VA) $8.9B · 63,530
- 3M Employee Retirement Income Plan (MN) $8.9B · 9,132
Frequently Asked Questions
How did Caterpillar Inc. Retirement Income Plan assets move in 2024? ▼
How have Caterpillar Inc. plan assets changed over time? ▼
Where does Caterpillar Inc. Retirement Income Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Caterpillar Inc. Retirement Income Plan? ▼
Next read for Caterpillar Inc. Retirement Income Plan
Filing takeaways
Ways to act on Caterpillar Inc. Retirement Income Plan's numbers.
- By total assets, Caterpillar Inc. Retirement Income 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.