2023 Form 5500 filing — Eaton Personal Investment Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009160755NAL0019599969002) for Eaton Personal Investment Plan, reported by Eaton Corporation under EIN 34-0196300 and plan number 162. It reports 4,110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009160755NAL0019599969002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eaton Corporation
- EIN
- 34-0196300
- Plan number
- 162
- Location
- Cleveland, OH
- Participants
- 4,110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $206,559,041
- Net assets (EOY)
- $206,559,041
- Employer contributions
- $3,651,225
- Participant contributions
- $10,508,971
- Total income / additions
- $48,424,625
- Benefits paid
- $24,930,777
- Administrative expenses
- $96,257
- Total expenses
- $25,076,897
- Net increase / (decrease)
- $23,347,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst Op Co | RECORDKEEPER | $91,952 | $0 |