401(k) · DOL Form 5500 · 2024
Eaton Corporation 401(k) Plan
Data updated 2026-08-25
- $225M
- Total assets Near avg plan size
- 3,343
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $67,306
- Avg per participant Below avg balance/head
Official DOL plan name: Eaton Personal Investment Plan · Sponsored by Eaton Corporation · Ohio · Manufacturing
$225M in assets, 3,343 participants
Eaton Corporation's Eaton Personal Investment Plan reported $225M in total assets and 3,343 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,337 in Manufacturing (17,777 peers)
Coverage in Ohio
Eaton Personal Investment Plan covers 3,343 participants in Ohio, 4.4x the typical Ohio plan (state average ~765 per filing). Assets: $225M.
- #16,337
- in Manufacturing (17,777 peers)
- +8.9%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Eaton Personal Investment Plan's outsized position by total assets
Eaton Personal Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$225,004,205 Top 5% higher than 95% 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
Eaton Personal Investment 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. Eaton Personal Investment Plan lands in the large band (3,343 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Eaton Personal Investment Plan reported net income fell from $23M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Eaton Personal Investment Plan end-of-year assets rose from $207M in the plan year 2023 filing to $225M in the plan year 2024 filing.
- Eaton Personal Investment Plan reported participants rose from 3,303 in the plan year 2023 filing to 3,343 in the plan year 2024 filing.
DOL schedule card
Filing strip 340196300 · Eaton Corporation PY 2024 · 401(k)
Eaton Personal Investment Plan · $225M · 3,343 · 95th
- PHOTO $225M
- IND 3,343
- EOY 95th
- 5500 401(k)
- ASSETS near Columbia Distributing 401(k) Retirement Plan
- PCT ind #16337
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 Ohio →
Eaton Personal Investment Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $207M |
|---|---|
| Net Assets (End of Year) | $225M |
| Net Income | $20M |
| Employer EIN | 340196300 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eaton Corporation)
Sponsor-wide plan assets over time
All Eaton Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.1B 24.68091819688474% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 34,855 | $8.9B |
| 2023 | 4 | 61,749 | $16.8B |
| 2024 | 3 | 35,808 | $11.1B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Eaton Personal Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Columbia Distributing 401(k) Retirement Plan in OR ($225M); by covered participants it is Chart Industries, Inc. 401(k) Investment and Savings Plan in GA (3,343 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($225M here).
- Columbia Distributing 401(k) Retirement Plan (OR) $225M · 1,766
- The Arxada 401(k) Plan (NJ) $225M · 988
- Opko Health, Inc. 401(k) Plan (FL) $225M · 3,226
- Consigli Construction Co., Inc. Profit Sharing/401(k) Plan and Trust (MA) $225M · 1,313
Similar participant headcount
Nearest other-state filings by covered participants (3,343 participants); asset peers above are excluded.
- Chart Industries, Inc. 401(k) Investment and Savings Plan (GA) 3,343 · 0 off
- Envoy Solutions Retirement Savings Plan (IL) 3,343 · 0 off
- Bp Directsave Plan (TX) 3,342 · 1 off
- Sidley Austin LLP Savings and Investment Plan (IL) 3,344 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.