Defined Benefit (Pension) · DOL Form 5500 · 2024

Caterpillar Inc. Pension Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
113
Participants Small participant base
83rd
Percentile by assets National rank
$407,361
Avg per participant High balance/head
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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.

  • #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.

#13,544
in Manufacturing (17,777 peers)
-7.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Caterpillar Global Mining Legacy Hourly Employees' Pension Plan's outsized position 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

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 2024

Caterpillar Global Mining Legacy Hourly Employees' Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caterpillar Global Mining Legacy Hourly Employees' Pension Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

EBSA filing schedule strip

Filing strip 370602744 · Caterpillar Inc. PY 2024 · Defined Benefit (Pension)

Caterpillar Global Mining Legacy Hourly Employees' Pension Plan · $46M · 113 · 83rd

  • IND $46M
  • IND 113
  • IND 83rd
  • IND Defined Benefit (Pension)
  • IND near Bricklayers Local No. 8 Pension Fund
  • IND ind #13544

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 Global Mining Legacy Hourly Employees' Pension Plan in the asset neighbourhood

Major League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$46MBricklayers Local No. 8 Pension FundBricklayers Local No. 8 Pens…$46MCaterpillar Global Mining Legacy Hourly Employees' Pension PlanCaterpillar Global Mining Le…$46MPrinting Local 72 Industry Pension PlanPrinting Local 72 Industry P…$46MWec Energy Group Retirement Plan for Minnesota Energy Resources CorporationWec Energy Group Retirement …$46M
End-of-year total assets ($M) among Caterpillar Global Mining Legacy Hourly Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$46M
Net Income-$4M
Employer EIN370602744
Plan Effective Date1967-01-01
Filing StatusFILING 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
$26B$28B$30B$32B 202220232024 $26.6B $31.2B ▲ +17.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Caterpillar Global Mining Legacy Hourly Employees' Pension Plan, Total assets ($B): 0.04603182 · Participants: 113Caterpillar Global Mining Legacy Hourly Employees' Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Caterpillar Global Mining Legacy Hourly Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Caterpillar Global Mining Legacy Hourly Employees' Pension Plan side-by-side with 3 peers →

Caterpillar Global Mining Legacy Hourly Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Bricklayers Local No. 8 Pension Fund in OH ($46M); by covered participants it is Hawthorn Bancshares, Inc. Retirement Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Caterpillar Global Mining Legacy Hourly Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hawthorn Bancshares, Inc. Retirement Plan in MO (113 participants, $41M in assets).

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.