401(k) · DOL Form 5500 · 2024
Eaton Corporation 401(k) Plan
Data updated 2026-08-11
- $225M
- Total assets
- 3,343
- Participants
- 95th
- Percentile by assets
- $67,306
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $225M
- total plan assets (2024 EOY)
- 3,343
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $67,306
- avg assets per participant
Where Eaton Personal Investment Plan sits 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
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Eaton Personal Investment Plan reports 3,343 participants - 4.4x that state average ($225M EOY assets).
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)
| 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.
Eaton Personal Investment Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Eaton Personal Investment Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Eaton Personal Investment Plan assets move in 2024? ▼
How have Eaton Corporation plan assets changed over time? ▼
Where does Eaton Personal Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Eaton Personal Investment Plan? ▼
Next read for Eaton Personal Investment Plan
Filing takeaways
Ways to act on Eaton Personal Investment Plan's numbers.
- By total assets, Eaton Personal Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Eaton Corporation's sponsor-wide assets have grown 24.7% since 2022 across 3 plan years on file. More Manufacturing plans