Plan5500

Eaton Personal Investment Plan — Form 5500 plan (Eaton Corporation)

Plain-English plan 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, Eaton Personal Investment Plan is a benefit plan reported by Eaton Corporation under EIN 34-0196300 and plan number 162. The latest loaded filing year is 2023. The filing reports 4,110 participants and $206,559,041 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eaton Corporation
EIN
34-0196300
Plan number
162
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
Participants
4,110
End-of-year plan assets
$206,559,041

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,110H, C20241009160755NAL0019599969002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$206,559,041
Net assets (EOY)
$206,559,041
Net assets (BOY)
$185,635,749

Income & contributions

Employer contributions
$3,651,225
Participant contributions
$10,508,971
Total contributions
$14,722,356
Total income / additions
$48,424,625

Expenses & distributions

Benefits paid
$24,930,777
Administrative expenses
$96,257
Total expenses
$25,076,897
Net increase / (decrease)
$23,347,728

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst Op CoRECORDKEEPER$91,952$02023

Related Form 5500 pages