Department of Labor filing

PATRICK EATON

PATRICK EATON 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Apr 13, 2026Verified current terms Not available

Plan summary

The numbers that matter first

On the filing measures we can compare, this plan looks broadly typical among similar plans.

44filing comparison
out of 100
01 · Employer matchSee verified formula

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

02 · Maximum employer contributionSee formula

Extracted from an official plan filing; editorial verification is pending.

03 · VestingOfficial filing detail

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.

04 · Fees and expensesOfficial filing detail

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

05 · Investment choicesNot stated in official filing

The public filing does not provide a current, complete fund menu.

06 · Eligibility and waiting periodNot stated in official filing

A current plan document is needed.

07 · Automatic enrollmentReported

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

08 · Roth 401(k)Not stated in official filing

The reviewed official source does not establish current Roth availability.

09 · Employer contribution vs. peers56th percentile

Up 0.0% over the filing history shown.

10 · Plan healthComparable filing data

Participation up 0.0% · assets up 0.0% · loans 0.5% of assets

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. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202544out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions56th percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expense14th percentileTypical peer $105 · based on 18,019 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, PATRICK EATON reported $43,989 in employer contributions across this plan, or $3,666 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating12

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 comparison44/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

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

Employer contributions
$43,989
$3,666 per active participant
Participant contributions
$77,326
Other contributions
$17,859
Amounts not classified as employer or participant contributions
Employer share of contributions
31.6%
Active participants
12
Small plan
Total participants
12
11 at the beginning of the year
Ending assets
$976,088
$81,341 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$789,878
Ending net assets
$976,088
Beginning liabilities
$0
Ending liabilities
$0
Total income
$247,508
Total expenses
$61,298
Administrative expenses
$8,873
$739 per active participant
Participant loans
$5,104
0.5% 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
$3,666
Administrative cost per participant
2025
$739
Active participants
2025
12
Total plan assets
2025
$976,088
Participant loans as a share of assets
2025
0.5%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$3,66612976.1K

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
0.5%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “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
200047209-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2015
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

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.

Current plan terms

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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_ID20260413093427NAL0014514385001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗