Other · DOL Form 5500 · 2024
Eaton Intelligent Power Limited Retirement Plan
Data updated 2026-08-11
- $79M
- Total assets
- 1,642
- Participants
- 89th
- Percentile by assets
- $48,100
- Avg per participant
Official DOL plan name: The Eaton Puerto Rico Retirement Savings Plan · Sponsored by Eaton Intelligent Power Limited · Texas · Manufacturing
$79M in assets, 1,642 participants
Eaton Intelligent Power Limited's The Eaton Puerto Rico Retirement Savings Plan reported $79M in total assets and 1,642 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 123,622 plans)
- #14,805 in Manufacturing (17,777 peers)
Coverage in Texas
The Eaton Puerto Rico Retirement Savings Plan covers 1,642 participants in Texas, 2.4x the typical Texas plan (state average ~688 per filing). Assets: $79M.
- $79M
- total plan assets (2024 EOY)
- 1,642
- covered participants
- 89th
- percentile by assets (of 123,622 plans)
- $48,100
- avg assets per participant
Where The Eaton Puerto Rico Retirement Savings Plan sits by total assets
The Eaton Puerto Rico Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$78,980,941 Top 11% higher than 89% 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
- The Eaton Puerto Rico Retirement Savings Plan end-of-year assets rose from $67M in the plan year 2023 filing to $79M in the plan year 2024 filing.
- The Eaton Puerto Rico Retirement Savings Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- The Eaton Puerto Rico Retirement Savings Plan reported participants rose from 1,575 in the plan year 2023 filing to 1,642 in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. The Eaton Puerto Rico Retirement Savings Plan reports 1,642 participants - 2.4x that state average ($79M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $12M |
| Employer EIN | 981098668 |
| Plan Effective Date | 2010-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eaton Intelligent Power Limited)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 2 | 3,035 | $165M |
| 2024 | 2 | 3,167 | $183M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
The Eaton Puerto Rico Retirement Savings Plan vs. nearby Other plans in Texas, assets vs. participants
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Eaton Puerto Rico Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did The Eaton Puerto Rico Retirement Savings Plan assets move in 2024? ▼
How have Eaton Intelligent Power Limited plan assets changed over time? ▼
Where does The Eaton Puerto Rico Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Eaton Puerto Rico Retirement Savings Plan? ▼
Next read for The Eaton Puerto Rico Retirement Savings…
Filing takeaways
Ways to act on The Eaton Puerto Rico Retirement Savings Plan's numbers.
- By total assets, The Eaton Puerto Rico Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- Eaton Intelligent Power Limited's sponsor-wide assets have grown 11.1% since 2023 across 2 plan years on file. More Manufacturing plans