Eaton Personal Investment Plan
Eaton Corporation, Cleveland OH. Employer ID 340196300, plan number 162. Annual reports on file for 2009 to 2024.
Where the money went
Plans that moved money into this one:
- 2009: money from Eaton Savings Plan moved in.
- 2011: money from Eaton Savings Plan moved in.
- 2012: money from Eaton Savings Plan moved in.
- 2013: money from Cooper Individual Account Retirement Plan for Bargaining Unit Employees moved in.
- 2013: money from Eaton Savings Plan moved in.
- 2017: money from Eaton Savings Plan moved in.
- 2021: money from Cobham Mission Systems Davenport Lss Inc. 401k Plan moved in.
- Filed 2009-2024Eaton Personal Investment Plan, Eaton Corporation
- TodayEaton Personal Investment 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.
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.
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 year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 4,490 | 281 | Filing |
| 2014 | 4,290 | 497 | Filing |
| 2015 | 4,725 | 511 | Filing |
| 2016 | 4,489 | 501 | Filing |
| 2017 | 4,406 | 520 | Filing |
| 2018 | 4,683 | 514 | Filing |
| 2019 | 4,853 | 521 | Filing |
| 2020 | 4,354 | 657 | Filing |
| 2021 | 4,027 | 666 | Filing |
| 2022 | 4,110 | 655 | Filing |
| 2023 | 4,139 | 642 | Filing |
| 2024 | 4,205 | 610 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.