Original filing (PDF)20251014081726NAL0003409184003

EATON CORPORATION

Name: EATON CORPORATION — EATON PERSONAL INVESTMENT PLAN, Form 5500 (2024)
Creator: EATON CORPORATION

Form 5500

FILING_RECEIVED

EATON PERSONAL INVESTMENT PLAN

401(k) retirement plan

Signals · 1

79% in single holding

Active participants

3,435

Accounts w/ balance

3,641

Plan assets (EOY)

$225.0M

Net assets (EOY)

$225.0M

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)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

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

162

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INST OP CO	04-2647786	—	RECORDKEEPER	$91K	—

Investments

3 direct securities · 2 pooled funds· $444.6M(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.

Master Trust

$219.6M

1 holding

Master trust / pooled interest

$198.5M

1 holding

Uncategorized

$21.1M

2 holdings

Participant loans

$5.4M

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	EATON SVINGS TRUST

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