The Eaton Puerto Rico Retirement Savings Plan — Form 5500 plan (Eaton Intelligent Power Limited)

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, The Eaton Puerto Rico Retirement Savings Plan is a benefit plan reported by Eaton Intelligent Power Limited under EIN 98-1098668 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,747 participants and $67,312,418 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$67.3MPlan net assets, end of year$67,312,418
Participants1.7KCovered participants reported1,747
Assets / participant$38.5KComputed: assets ÷ participants$38,530 (computed)
Provider compensationNone reported
Plan sponsor
Eaton Intelligent Power Limited
EIN
98-1098668
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,747H20241009160755NAL0019599969005
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$67.3M total assets
Net assets$67.3MLiabilities
Money in vs. money out
Total income / additions$16.1M
Total expenses$3.1M
Benefits paid / distributions$3.1M
Contributions
Employer$1.9M
Participant$4.2M
Full reported line items

Net assets

Total assets (EOY)
$67,312,418
Net assets (EOY)
$67,312,418
Net assets (BOY)
$54,286,487

Income & contributions

Employer contributions
$1,871,054
Participant contributions
$4,203,226
Total contributions
$6,203,152
Total income / additions
$16,091,302

Expenses & distributions

Benefits paid
$3,065,253
Total expenses
$3,065,371
Net increase / (decrease)
$13,025,931
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income19%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages