Department of Labor filing

EATON'S NECK GROUP INC.

EATONS NECK GROUP 401(K) PLAN · For the plan year ended Dec 31, 2025

Spot something wrong?
Public filing 2025 · received Jul 24, 2026Verified current terms Source dated Dec 31, 2025

Plan summary

What matters most

This plan has a competitive employer match and a documented vesting schedule. Reported employer contributions are around the middle of comparable plans.

64Fair plan health
high confidence
100%current benefits covered
7 of 7 fields
See what drives the plan health score
Employer contributions versus peers40/10030% of the full model
Lower reported administrative cost97/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Participant-loan burden100/10010% of the full model
Reported compliance signals20/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchUp to 3%Competitive benefit

Eaton matches 50% of the first 6% an employee contributes—a maximum match equal to 3% of eligible pay.

See reviewed source ↓
02 · What it could be worth$3,000 a year

At $100,000 of eligible pay, after contributing 6% to capture the full amount. Annual limits and eligibility rules may reduce it.

03 · VestingVerified schedule

Employee contributions and matching contributions are fully vested.

04 · Fees and expensesCurrent terms found

Participants pay recordkeeping and administrative costs through a flat quarterly account fee, plus certain transaction costs.

05 · Investment choicesReviewed lineup details

The plan offers pooled index and allocation strategies, bond investments, a stable-value fund, Eaton stock, and other fund choices.

06 · Eligibility and waiting periodEligible regular employees can generally join after completing their first hour of service.

Eligible regular employees can generally join after completing their first hour of service.

07 · Automatic enrollmentAvailable

New eligible employees are automatically enrolled at 6% of eligible pay.

08 · Roth 401(k)Available

Available. Employees may make pre-tax, Roth, and after-tax contributions.

09 · Employer contribution vs. peers40th percentile

Up 0.0% over the filing history shown.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Reviewed current terms appear below.

Filing comparison · 202558out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions40th percentileTypical peer $1,264 · based on 14,027 comparable plans
Lower reported administrative expense97th percentileTypical peer $81 · based on 13,315 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, EATON'S NECK GROUP INC. reported $18,210 in employer contributions across this plan, or $958 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating19

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison58/100

Compared with similarly sized plans in the same industry.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$18,210
$958 per active participant
Participant contributions
$33,078
Other contributions
$2,903
Amounts not classified as employer or participant contributions
Employer share of contributions
33.6%
Active participants
19
Small plan
Total participants
24
19 at the beginning of the year
Ending assets
$57,224
$2,384 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$0
Ending net assets
$57,224
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$57,257
Total expenses
$33
Administrative expenses
$33
$1 per active participant
Participant loans
$0
0.0% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$958
Administrative cost per participant
2025
$1
Active participants
2025
19
Total plan assets
2025
$57,224
Participant loans as a share of assets
2025
0.0%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$9581957.2K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
0.0%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Yes · $43A “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
330506070-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Mar 1, 2025
Industry
Retail trade
Amended filing
No
Final filing for this plan
No
Short plan year
Yes
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2S2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025Eaton Corp plc — 2025-12-31 Form 11-K
Official filing · details not yet checked
What it says about employer contributions

Employer Contributions (Matching) - Participants of the Plan receive a Company matching contribution of 50 % of the first 6 % of their deferred compensation.

What it says about vesting

Company Contribution Eligibility and Vesting: All participants are 100 % vested in elective deferrals, employer contributions (matching) for prior years, rollover contributions made to the Plan, and actual earnings thereon.

What it says about automatic enrollment

Newly hired employees are automatically enrolled in the Plan at a rate of 6 % of eligible compensation.

What it says about fees

Revenue credits are recorded in administrative expenses and allocated to participants who hold these investments.

Verified plan terms

What dated primary sources say

These terms come from reviewed official sources. Blank items remain unknown rather than inferred.

Employer contribution
Eaton matches 50% of the first 6% an employee contributes—a maximum match equal to 3% of eligible pay. Certain employees also receive a 4% automatic retirement contribution.
Eligibility
Eligible regular employees can generally join after completing their first hour of service. Temporary employees and some collectively bargained groups may be excluded.
Vesting
Employee contributions and matching contributions are fully vested. Eaton's separate retirement contribution generally becomes fully vested after three years of service.
Investment information
The plan offers pooled index and allocation strategies, bond investments, a stable-value fund, Eaton stock, and other fund choices. The filing does not identify one universal default investment.
Automatic enrollment
New eligible employees are automatically enrolled at 6% of eligible pay.
Roth contributions
Available. Employees may make pre-tax, Roth, and after-tax contributions.
Participant fees
Participants pay recordkeeping and administrative costs through a flat quarterly account fee, plus certain transaction costs. Eaton may pay some plan expenses, and revenue-sharing credits are returned to affected participants.

Source: Eaton Savings Plan — 2025 Form 11-K · dated Dec 31, 2025

Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260724112647NAL0012438451001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗