Find an old Eaton 401(k)
Eaton Savings Plan
Eaton Corporation · Plan 055 · EIN 34-0196300 · Cleveland, OH
| Plan administrator | Eaton Corporation 1000 Eaton Boulevard, Cleveland, OH 44122 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Inst Op Co | Schedule C ↗ |
| Former employees with balances | 10,612 separated participants still had money in the plan | Form 5500 ↗ |
Eaton Personal Investment Plan
Eaton Corporation · Plan 162 · EIN 34-0196300 · Cleveland, OH
| Plan administrator | Eaton Corporation 1000 Eaton Boulevard, Cleveland, OH 44122 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Inst Op Co | Schedule C ↗ |
| Former employees with balances | 610 separated participants still had money in the plan | Form 5500 ↗ |
The Eaton Puerto Rico Retirement Savings Plan
Eaton Intelligent Power Limited · Plan 002 · EIN 98-1098668 · Houston, TX
| Plan administrator | Eaton Intelligent Power Limited 601 Travis Street, Suite 1850, Houston, TX 77002-1372 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 161 separated participants still had money in the plan | Form 5500 ↗ |
Pension Plan for Eaton Corporation Employees
Eaton Corporation · Plan 029 · EIN 34-0196300 · Cleveland, OH
| Plan administrator | Eaton Corporation 1000 Eaton Boulevard, Cleveland, OH 44122 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Eaton Corporation | Schedule C ↗ |
| Former employees with balances | 13,875 separated participants still had money in the plan | Form 5500 ↗ |
Pension Plan for Eaton Employees in Puerto Rico
Eaton Intelligent Power Limited · Plan 003 · EIN 98-1098668 · Houston, TX
| Plan administrator | Eaton Intelligent Power Limited 601 Travis Street Suite 1850, Houston, TX 77002-1372 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Eaton Corporation | Schedule C ↗ |
| Former employees with balances | 908 separated participants still had money in the plan | Form 5500 ↗ |
Eaton 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Eaton 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Eaton Corporation, (440) 523-5000. The accounts are held by the recordkeeper, Fidelity Investments Inst Op Co. Have your Social Security number and dates of employment ready.
What is the Eaton 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (440) 523-5000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Eaton and does not hold accounts. Not financial advice. Report a correction