Back to filter
Original filing (PDF)20251014081726NAL0003409184002
EATON CORPORATION
Form 5500
FILING_RECEIVED
EATON SAVINGS PLAN
401(k) retirement plan
Signals · 1
96% in single holding
Active participants
25,714
Accounts w/ balance
36,794
Plan assets (EOY)
$8.4B
Net assets (EOY)
$8.4B
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Interest in Eaton Savings Trust Master Trust Master Trust N/A" is 96% of plan.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EATON CORPORATION.
Plan sponsor
Name
EATON CORPORATION
EIN
34-0196300
Address
1000 EATON BOULEVARD · CLEVELAND, OH · 44122
Phone
(440) 523-5000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
055
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OP CO | 04-2647786 | — | RECORDKEEPER | $492K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC LLC | 26-1429809 | — | CONSULTANT | $146K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEADEN & MOORE, LTD. | 34-1818258 | — | AUDITOR | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EATON CORPORATION | 34-0196300 | — | PLAN SPONSOR | $72K | — |
Investments
3 direct securities · 1 pooled fund· $16.7B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$8.4B
3 holdings
Master Trust
$8.3B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EATON SAVINGS TRUST EATON CORPORATION · EIN 47-5346861 / PN 001 | Master Trust | — | — | $8.3B | 99.0% | |
| Interest in Eaton Savings Trust Master Trust Master Trust N/A | — | — | — | $8.0B | 95.5% | |
| Interest in Eaton Stable Value Fund - See * Guaranteed Investment Contract N/A | — | — | — | $292.4M | 3.5% | |
| Footnote 1 * Participant Loans 3.25 - 10.50%; various maturity dates N/A | — | — | — | $80.6M | 1.0% |