Plan5500

Caterpillar Inc. Non-Contributory Pension Plan — Form 5500 plan (Caterpillar Inc.)

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, Caterpillar Inc. Non-Contributory Pension Plan is a benefit plan reported by Caterpillar Inc. under EIN 37-0602744 and plan number 001. The latest loaded filing year is 2023. The filing reports 25,825 participants and $2,585,562,875 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caterpillar Inc.
EIN
37-0602744
Plan number
001
Plan type
2
Location
Irving, TX
Latest filing year
2023
Participants
25,825
End-of-year plan assets
$2,585,562,875

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202325,825H, C20240930132851NAL0005729617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,585,562,875
Total liabilities (EOY)
$320,777
Net assets (EOY)
$2,585,242,098
Net assets (BOY)
$2,577,187,877

Income & contributions

Total contributions
$0
Total income / additions
$251,492,877

Expenses & distributions

Benefits paid
$239,278,656
Administrative expenses
$4,160,000
Total expenses
$243,438,656
Net increase / (decrease)
$8,054,221

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alight Solutions LLCNONE$1,131,770not reported in the loaded dataset2023
Strategic Benefit AdvisorsNONE$482,649not reported in the loaded dataset2023
Pricewaterhousecoopers LlpNONE$65,909not reported in the loaded dataset2023
Willis Towers WatsonNONE$7,000not reported in the loaded dataset2023

Related Form 5500 pages