Other · DOL Form 5500 · 2024

Eaton Intelligent Power Limited Retirement Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
1,642
Participants Near avg headcount
89th
Percentile by assets National rank
$48,100
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#14,805
in Manufacturing (17,777 peers)
+17.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Eaton Puerto Rico Retirement Savings Plan's outsized position 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

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

The Eaton Puerto Rico Retirement Savings 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. The Eaton Puerto Rico Retirement Savings Plan lands in the large band (1,642 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 981098668 · Eaton Intelligent Power Limited PY 2024 · Other

The Eaton Puerto Rico Retirement Savings Plan · $79M · 1,642 · 89th

  • TYPE $79M
  • TYPE 1,642
  • TYPE 89th
  • TYPE Other
  • TYPE near Marietta College Retirement Plan for Eligible Employees
  • TYPE ind #14805

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 →

The Eaton Puerto Rico Retirement Savings Plan in the asset neighbourhood

William Penn Charter School Defined Contribution PlanWilliam Penn Charter School …$79MThe Bishop's School 403(b) PlanThe Bishop's School 403(b) P…$79MMarietta College Retirement Plan for Eligible EmployeesMarietta College Retirement …$79MThe Eaton Puerto Rico Retirement Savings PlanThe Eaton Puerto Rico Retire…$79MAda Forsyth Institute, Inc. Defined Contribution PlanAda Forsyth Institute, Inc. …$79M
End-of-year total assets ($M) among The Eaton Puerto Rico Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$79M
Net Income$12M
Employer EIN981098668
Plan Effective Date2010-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Eaton Intelligent Power Limited)

Sponsor-wide plan assets over time

All Eaton Intelligent Power Limited plans reported in each filing year

Latest sponsor-wide plan assets
$183M 11.069655752488117% vs 2023
2024 filing year
$160M$170M$180M$190M 20232024 $165M $183M ▲ +11.1%
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 Scatter plot of 6 data points. 010000200003000040000 -101234 Total assets ($B) Participants The Eaton Puerto Rico Retirement Savings Plan, Total assets ($B): 0.078980941 · Participants: 1642The Eaton Puerto Rico Retirement Savings PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
The Eaton Puerto Rico Retirement Savings Plan vs. nearby Other plans in Texas, assets vs. participants
Compare The Eaton Puerto Rico Retirement Savings Plan side-by-side with 3 peers →

The Eaton Puerto Rico Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Marietta College Retirement Plan for Eligible Employees in OH ($79M); by covered participants it is Fraser 403(b) Retirement Plan in WI (1,640 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,642 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 The Eaton Puerto Rico Retirement Savings Plan assets move in 2024? ▼
The Eaton Puerto Rico Retirement Savings Plan grew sharply - up 17.3% during 2024, from $67M to $79M. Reported net income was $12M.
How have Eaton Intelligent Power Limited plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Eaton Intelligent Power Limited's sponsor-wide assets grew 11.1%, from $165M to $183M.
Where does The Eaton Puerto Rico Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Eaton Puerto Rico Retirement Savings Plan ranks in the 89th 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 Other plans are similar in size to The Eaton Puerto Rico Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Marietta College Retirement Plan for Eligible Employees in OH ($79M, 336 participants).
Which Other plans cover a similar participant headcount to The Eaton Puerto Rico Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Fraser 403(b) Retirement Plan in WI (1,640 participants, $31M 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 981098668.

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.