Defined Benefit (Pension) · DOL Form 5500 · 2024

Eaton Intelligent Power Limited Pension Plan

Data updated 2026-08-06

$104M
Total assets: 1,525
Participants: 91st
Percentile by assets: $68,310
Avg per participant

Official DOL plan name: Pension Plan for Eaton Employees in Puerto Rico · Sponsored by Eaton Intelligent Power Limited · Texas · Manufacturing

$104M in assets, 1,525 participants

Eaton Intelligent Power Limited's Pension Plan for Eaton Employees in Puerto Rico reported $104M in total assets and 1,525 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 116,472 plans)

Coverage in Texas

Pension Plan for Eaton Employees in Puerto Rico covers 1,525 participants in Texas, 2.2x the typical Texas plan (state average ~704 per filing). Assets: $104M.

$104M
total plan assets (2024 EOY): 1,525
covered participants: 91st
percentile by assets (of 116,472 plans): $68,310
avg assets per participant

Pension Plan for Eaton Employees in Puerto Rico reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Pension Plan for Eaton Employees in Puerto Rico end-of-year assets rose from $98M in the plan year 2023 filing to $104M in the plan year 2024 filing.
Pension Plan for Eaton Employees in Puerto Rico reported participants rose from 1,460 in the plan year 2023 filing to 1,525 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Manufacturing

Participants vs Texas filers

In Texas, the average filing covers about 704 participants across 9,718 plans. Pension Plan for Eaton Employees in Puerto Rico reports 1,525 participants - 2.2x that state average ($104M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$98M
Net Assets (End of Year)	$104M
Net Income	$7M
Employer EIN	981098668
Plan Effective Date	2010-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Eaton Intelligent Power Limited)

Total plan assets by year, all Eaton Intelligent Power Limited plans on file

Year	Plans	Participants	Total Assets
2023	2	3,035	$165M
2024	2	3,167	$183M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Eaton Employees in Puerto Rico vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

AT&T Pension Benefit Plan $28.3B · 100,400
Exxonmobil Pension Plan $12.1B · 22,000
Chevron Retirement Plan $9.7B · 21,297
Shell Pension Plan $9.7B · 12,688
Caterpillar Inc. Retirement Income Plan $9.2B · 11,498

Compare Pension Plan for Eaton Employees in Puer… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan for Eaton Employees in Puerto Rico by total assets, not by location.

Ng Master Inactive Qualified Plan (VA) $104M · N/A
Local 381 Pension Fund (NY) $104M · 59
Berklee College of Music, Inc. Retirement Plan (MA) $104M · 291
Major League Baseball Pension Plan for Non-Uniformed Personnel (CA) $104M · 323

Frequently Asked Questions

How did Pension Plan for Eaton Employees in Puerto Rico assets move in 2024? ▼

Pension Plan for Eaton Employees in Puerto Rico grew at a solid clip - up 6.7% during 2024, from $98M to $104M. Reported net income was $7M.

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 Pension Plan for Eaton Employees in Puerto Rico rank by assets among Form 5500 filers? ▼

Pension Plan for Eaton Employees in Puerto Rico ranks in the 91st percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Eaton Employees in Puerto Rico? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Ng Master Inactive Qualified Plan in VA ($104M, N/A participants).

Next read for Pension Plan for Eaton Employees in Puer…

Filing takeaways

Ways to act on Pension Plan for Eaton Employees in Puerto Rico's numbers.

By total assets, Pension Plan for Eaton Employees in Puerto Rico ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) 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

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.