Defined Benefit (Pension) · DOL Form 5500 · 2024

Eaton Intelligent Power Limited Pension Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
1,525
Participants Near avg headcount
91st
Percentile by assets National rank
$68,310
Avg per participant Below avg balance/head
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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.

  • #15,334 in Manufacturing (17,777 peers)

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 ~688 per filing). Assets: $104M.

#15,334
in Manufacturing (17,777 peers)
+6.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Pension Plan for Eaton Employees in Puerto Rico's outsized position by total assets

Pension Plan for Eaton Employees in Puerto Rico vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$104,172,035 Top 9% higher than 91% 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

Pension Plan for Eaton Employees in Puerto Rico'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. Pension Plan for Eaton Employees in Puerto Rico lands in the large band (1,525 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 981098668 · Eaton Intelligent Power Limited PY 2024 · Defined Benefit (Pension)

Pension Plan for Eaton Employees in Puerto Rico · $104M · 1,525 · 91st

  • BOY $104M
  • SCH 1,525
  • EBSA 91st
  • PART Defined Benefit (Pension)
  • TYPE near Ng Master Inactive Qualified Plan
  • NET ind #15334

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 →

Pension Plan for Eaton Employees in Puerto Rico in the asset neighbourhood

Truliant Federal Credit Union Pension PlanTruliant Federal Credit Unio…$104MLocal 381 Pension Fund$104MPension Plan for Eaton Employees in Puerto RicoPension Plan for Eaton Emplo…$104MNg Master Inactive Qualified PlanNg Master Inactive Qualified…$104MBerklee College of Music, Inc. Retirement PlanBerklee College of Music, In…$104M
End-of-year total assets ($M) among Pension Plan for Eaton Employees in Puerto Rico and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$104M
Net Income$7M
Employer EIN981098668
Plan Effective Date2010-12-01
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 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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pension Plan for Eaton Employees in Puerto Rico, Total assets ($B): 0.104172035 · Participants: 1525Pension Plan for Eaton Employees in Puerto RicoAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Pension Plan for Eaton Employees in Puerto Rico vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Pension Plan for Eaton Employees in Puerto Rico side-by-side with 3 peers →

Pension Plan for Eaton Employees in Puerto Rico's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Ng Master Inactive Qualified Plan in VA ($104M); by covered participants it is Ann & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan in IL (1,525 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,525 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 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 123,622 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Eaton Employees in Puerto Rico? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ann & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan in IL (1,525 participants, $144M 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.