2023 Form 5500 filing — Pension Plan For Eaton Corporation Employees

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 20241014101332NAL0014751715003) for Pension Plan For Eaton Corporation Employees, reported by Eaton Corporation under EIN 34-0196300 and plan number 029. It reports 48,425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6BReported net assets$2,603,960,635
Participants48.4K48,425
Provider compensation$3.2M7 Schedule C row(s)$3,156,151
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014101332NAL0014751715003
Plan sponsor
Eaton Corporation
EIN
34-0196300
Plan number
029
Location
Cleveland, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.6B total assets
Net assets$2.6BLiabilities$466.2K
Money in vs. money out
Total income / additions$221.7M
Total expenses$251.4M
Benefits paid / distributions$233.5M
Contributions
EmployerNot reported
Participant$281.6K
Full reported line items
Total assets (EOY)
$2,604,426,878
Total liabilities (EOY)
$466,243
Net assets (EOY)
$2,603,960,635
Participant contributions
$281,585
Total income / additions
$221,672,958
Benefits paid
$233,527,272
Administrative expenses
$17,828,635
Total expenses
$251,355,907
Net increase / (decrease)
-$29,682,949
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
  2. 2
  3. 3
    Direct $170.3K
  4. 4
    Direct $31.3K
  5. 5
    Direct $27.6K
  6. 6
    Wtw$22K
    Direct $22K
  7. 7
    Direct $6.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014101332NAL0014751715003 cover?
It is the 2023 Form 5500 filing for Pension Plan For Eaton Corporation Employees, reported by Eaton Corporation (EIN 34-0196300).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages