401k Record

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Eaton 401(k)

Recordkeeping fees per participant · largest plan, Eaton Savings Plan · plan year 2024

$13.36

Higher than 17% of the 790 plans over $1B that report it.

Source

= $491,542 / 36,794
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014081726NAL0003409184002, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014081726NAL0003409184002, received 2025-10-14

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.

Largest plan, all six figures: Eaton Savings Plan

Recordkeeping fees per participantheadline

$13.36

10th: $6.72median $34.2890th: $56.58

Higher than 17% of the 790 plans over $1B that report it.

Source

= $491,542 / 36,794
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014081726NAL0003409184002, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014081726NAL0003409184002, received 2025-10-14

Administrative expenses excluding investment management, per participant

$15.92

10th: $9.43median $44.4790th: $97.55

Higher than 14% of the 1,045 plans over $1B that report it.

Source

= $585,578 / 36,794
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014081726NAL0003409184002, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014081726NAL0003409184002, received 2025-10-14

Administrative expenses per participant

$19.88

10th: $24.33median $70.0390th: $174.36

Higher than 8% of the 1,076 plans over $1B that report it.

Source

= $731,609 / 36,794
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014081726NAL0003409184002, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014081726NAL0003409184002, received 2025-10-14

Administrative expenses as a share of assets

0.009%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 7% of the 1,076 plans over $1B that report it.

Source

= $731,609 / $8,394,581,291
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014081726NAL0003409184002, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014081726NAL0003409184002, received 2025-10-14

Employer contributions per participant

$4,713

10th: $1,442median $3,74490th: $8,760

Higher than 65% of the 1,135 plans over $1B that report it.

Source

= $173,400,066 / 36,794
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014081726NAL0003409184002, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014081726NAL0003409184002, received 2025-10-14

Employer share of total contributions

39.5%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 73% of the 1,135 plans over $1B that report it.

Source

= $173,400,066 / $439,374,955
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014081726NAL0003409184002, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014081726NAL0003409184002, received 2025-10-14

99.0% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $1,530,770 ($61.49 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.

Plan terms, as stated in Eaton Corporation's SEC filings

Plan terms are described in Eaton Corporation's SEC filings: Form 11-K filed 2012-06-26 and Form 10-K filed 2012-02-24. No term could be quoted from them with the required precision.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
Eaton Savings Plan$8,394,581,29136,794 $13.36 recordkeeping fees per participant2024
Eaton Personal Investment Plan$225,004,2053,641 $25.05 recordkeeping fees per participant2024

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Sponsor name as filed: EATON CORPORATION; SEC registrant: EATON CORP (CIK 31277, matched by EIN).