Eaton 401(k) and pension plans

Eaton Corporation, Cleveland, OH. EIN 34-0196300. Annual reports 2009–2024.

Eaton Corporation has 3 active retirement plans on file. The largest is the Pension Plan for Eaton Corporation Employees, with 44,528 participants and $2.4 billion in assets in 2024. Transamerica has been its administrator since 2018.

Active plans
3
Participants
86,269
Plan assets
$11.1 billion
401(k) recordkeeper
Fidelity
Plans on file
3
Industry
Manufacturing

All 3 plans

Active plans first

Pension Plan for Eaton Corporation Employees

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
029Employer EIN 34-0196300
Participants (2024)
44,528
Net assets (2024)
$2.4 billion
Administered by
Transamerica2018–2024
Plan administrator
Eaton Corporation
1000 Eaton Boulevard
Cleveland, OH 44122
(440) 523-5000As filed for 2024
In effect since
January 1, 1944

Plans merged into this one: Cooper Pension Plan (2018); Cobham Orchard Park Defined Benefit Plan (2021).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202444,528$2.4 billionTransamerica
202346,522$2.6 billionTransamerica
202248,424$2.6 billionTransamerica
202150,925$3.7 billionTransamerica
202053,194$3.7 billionTransamerica
201955,764$3.4 billionTransamerica
201857,841$3.1 billionTransamerica
201750,012$3.1 billionnot listed
201651,929$2.9 billionnot listed
201554,167$2.5 billionnot listed
201456,333$2.8 billionnot listed
201360,109$2.7 billionnot listed
201261,880$2.3 billionnot listed
201160,998$1.8 billionnot listed
201059,777$1.6 billionnot listed
200958,583$1.3 billionnot listed

Eaton Savings Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
055Employer EIN 34-0196300
Participants (2024)
37,536
Net assets (2024)
$8.4 billion
Recordkeeper
Fidelity2009–2024
Plan administrator
Eaton Corporation
1000 Eaton Boulevard
Cleveland, OH 44122
(440) 523-5000As filed for 2024
In effect since
July 1, 1974

Plans merged into this one: Cooper Retirement Savings and Stock Ownership Plan (2013); Cobham Mission Systems Davenport LSS Inc. 401K Plan (2021); Cobham Orchard Park Defined Contribution Plan (2022).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202437,536$8.4 billionFidelity
202336,034$6.7 billionFidelity
202235,923$6.1 billionFidelity
202134,630$7.3 billionFidelity
201937,944$6.1 billionFidelity
201837,613$5.0 billionFidelity
201736,771$5.5 billionFidelity
201636,693$4.9 billionFidelity
201538,319$4.6 billionFidelity
201436,506$5.1 billionFidelity
201336,108$5.1 billionFidelity
201228,300$3.1 billionFidelity
201127,924$2.7 billionFidelity
201026,797$2.7 billionFidelity
200926,158$2.3 billionFidelity

Eaton Personal Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
162Employer EIN 34-0196300
Participants (2024)
4,205
Net assets (2024)
$225 million
Recordkeeper
Fidelity2009–2024
Plan administrator
Eaton Corporation
1000 Eaton Boulevard
Cleveland, OH 44122
(440) 523-5000As filed for 2024
In effect since
July 1, 1996
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20244,205$225 millionFidelity
20234,139$207 millionFidelity
20224,110$186 millionFidelity
20214,027$225 millionFidelity
20204,354$191 millionFidelity
20194,853$180 millionFidelity
20184,683$163 millionFidelity
20174,406$172 millionFidelity
20164,489$160 millionFidelity
20154,725$156 millionFidelity
20144,290$168 millionFidelity
20134,490$177 millionFidelity
20122,957$93.2 millionFidelity
20112,830$83.8 millionFidelity
20102,853$86.9 millionFidelity
20092,853$78.4 millionFidelity

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Eaton Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((440) 523-5000). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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