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Eaton Savings Plan

Eaton Corporation, Cleveland OH. Employer ID 340196300, plan number 055. Annual reports on file for 2009 to 2024.

Where the money went

Plans that moved money into this one:

  1. Filed 2009-2024Eaton Savings Plan, Eaton Corporation
  2. TodayEaton Savings Plan still files. Fidelity Investments Inst Op Co keeps the records. That is where to ask.

Records are kept by Fidelity Investments Inst Op Co, per the 2024 filing.

Left in 2021? Worth asking about employer money

  • In plan year 2021, 6,201 people (25% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check my years

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

No unusual events.

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsLeft, still in the planSource
201336,1086,228Filing
201436,5069,784Filing
201538,31910,154Filing
201636,69310,307Filing
201736,77110,392Filing
201837,61310,326Filing
201937,94410,286Filing
202036,03410,766Filing
202134,63011,569Filing
202235,92311,796Filing
202336,51511,291Filing
202437,53610,612Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.