Defined Benefit (Pension) · DOL Form 5500 · 2024

Caterpillar Inc. Pension Plan

Data updated 2026-08-11

$46M
Total assets: 113
Participants: 83rd
Percentile by assets: $407,361
Avg per participant

Official DOL plan name: Caterpillar Global Mining Legacy Hourly Employees' Pension Plan · Sponsored by Caterpillar Inc. · Texas · Manufacturing

$46M in assets, 113 participants

Caterpillar Inc.'s Caterpillar Global Mining Legacy Hourly Employees' Pension Plan reported $46M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

83rd percentile by assets (of 123,622 plans)
#13,544 in Manufacturing (17,777 peers)

Coverage in Texas

Caterpillar Global Mining Legacy Hourly Employees' Pension Plan covers 113 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $46M.

$46M
total plan assets (2024 EOY): 113
covered participants: 83rd
percentile by assets (of 123,622 plans): $407,361
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Caterpillar Global Mining Legacy Hourly Employees' Pension Plan sits by total assets

Caterpillar Global Mining Legacy Hourly Employees' Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$46,031,820 Top 17% higher than 83% 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 Global Mining Legacy Hourly Employees' Pension Plan reported net income fell from $773K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
Caterpillar Global Mining Legacy Hourly Employees' Pension Plan reported participants fell from 123 in the plan year 2023 filing to 113 in the plan year 2024 filing.
Caterpillar Global Mining Legacy Hourly Employees' Pension Plan end-of-year assets fell from $50M in the plan year 2023 filing to $46M 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 688 participants across 10,116 plans. Caterpillar Global Mining Legacy Hourly Employees' Pension Plan reports 113 participants - about 16% of that state average ($46M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$50M
Net Assets (End of Year)	$46M
Net Income	-$4M
Employer EIN	370602744
Plan Effective Date	1967-01-01
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 Global Mining Legacy Hourly Employees' 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 Global Mining Legacy Hourly … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Caterpillar Global Mining Legacy Hourly Employees' Pension Plan by total assets, not by location.

Bricklayers Local No. 8 Pension Fund (OH) $46M · 98
Major League Baseball Pension Plan for Non-Uniformed Personnel (WA) $46M · 104
Printing Local 72 Industry Pension Plan (MD) $46M · 18
Wec Energy Group Retirement Plan for Minnesota Energy Resources Corporation (WI) $46M · 59

Frequently Asked Questions

How did Caterpillar Global Mining Legacy Hourly Employees' Pension Plan assets move in 2024? ▼

Caterpillar Global Mining Legacy Hourly Employees' Pension Plan pulled back noticeably - down 7.7% during 2024, from $50M to $46M. Reported net income was -$4M.

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 Global Mining Legacy Hourly Employees' Pension Plan rank by assets among Form 5500 filers? ▼

Caterpillar Global Mining Legacy Hourly Employees' Pension Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Caterpillar Global Mining Legacy Hourly Employees' Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers Local No. 8 Pension Fund in OH ($46M, 98 participants).

Next read for Caterpillar Global Mining Legacy Hourly …

Filing takeaways

Ways to act on Caterpillar Global Mining Legacy Hourly Employees' Pension Plan's numbers.

By total assets, Caterpillar Global Mining Legacy Hourly Employees' Pension Plan ranks in the top quartile of all filed plans by assets. 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.