Caterpillar INC.
Irving, TX, 75039
- Plans
- 21
- Total participants
- 1,077,280
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 333100
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 001 | Caterpillar INC. Non-Contributory Pension Plan | 1,630 |
| 2024 | Form 5500 | 002 | Caterpillar INC. Retirement Income Plan | 11,025 |
| 2024 | Form 5500 | 033 | Caterpillar INC. Tax Deferred Retirement Plan | 6,852 |
| 2024 | Form 5500 | 035 | Caterpillar 401(K) Savings Plan | 44,489 |
| 2024 | Form 5500 | 037 | Caterpillar Global Mining Legacy Hourly Employees' Savings Plan | 295 |
| 2024 | Form 5500 | 039 | Caterpillar Global Mining Legacy Hourly Employees' Pension Plan | 108 |
| 2024 | Form 5500 | 501 | Caterpillar INC. Retiree Benefit Program | 0 |
| 2024 | Form 5500 | 503 | Caterpillar INC. Business Travel Accident Plan | 29,136 |
| 2024 | Form 5500 | 531 | Caterpillar INC. Flexible Spending Account Plan | 5,257 |
| 2024 | Form 5500 | 535 | Caterpillar INC. Employee Assistance Program | 44,742 |
| 2024 | Form 5500 | 536 | Caterpillar INC. Disability And Life Insurance Plan For Bargaining Unit Employees A/K/A Group Insurance Plan B | 5,521 |
| 2024 | Form 5500 | 539 | Caterpillar INC. Supplemental Unemployment Benefit Plan For Certain Non-Represented Personnel | 35,554 |
| 2024 | Form 5500 | 541 | Caterpillar INC. Employee Health, Life And Disability Benefit Program | 40,693 |
| 2024 | Form 5500 | 542 | Caterpillar INC. Retiree Group Insurance Plan | 0 |
| 2024 | Form 5500 | 543 | Caterpillar Global Mining Legacy Hourly Employees Welfare Plan | 192 |
| 2024 | Form 5500 | 544 | Caterpillar Global Mining Legacy Welfare Plan For Denison Steelworkers (Cgm-Dension) | 92 |
| 2024 | Form 5500 | 546 | Caterpillar INC. International Service Employee Healthcare Plan | 182 |
| 2023 | Form 5500 | 001 | Caterpillar INC. Non-Contributory Pension Plan | 1,776 |
| 2023 | Form 5500 | 002 | Caterpillar INC. Retirement Income Plan | 11,616 |
| 2023 | Form 5500 | 033 | Caterpillar INC. Tax Deferred Retirement Plan | 7,176 |
| 2023 | Form 5500 | 035 | Caterpillar 401(K) Savings Plan | 43,798 |
| 2023 | Form 5500 | 037 | Caterpillar Global Mining Legacy Hourly Employees' Savings Plan | 300 |
| 2023 | Form 5500 | 039 | Caterpillar Global Mining Legacy Hourly Employees' Pension Plan | 116 |
| 2023 | Form 5500 | 501 | Caterpillar INC. Retiree Benefit Program | 0 |
| 2023 | Form 5500 | 503 | Caterpillar INC. Business Travel Accident Plan | 26,359 |
| 2023 | Form 5500 | 531 | Caterpillar INC. Flexible Spending Account Plan | 5,243 |
| 2023 | Form 5500 | 535 | Caterpillar INC. Employee Assistance Program | 46,459 |
| 2023 | Form 5500 | 536 | Caterpillar INC. Disability And Life Insurance Plan For Bargaining Unit Employees A/K/A Group Insurance Plan B | 5,896 |
| 2023 | Form 5500 | 539 | Caterpillar INC. Supplemental Unemployment Benefit Plan For Certain Non-Represented Personnel | 35,370 |
| 2023 | Form 5500 | 541 | Caterpillar INC. Employee Health, Life And Disability Benefit Program | 46,978 |
| 2023 | Form 5500 | 542 | Caterpillar INC. Retiree Group Insurance Plan | 0 |
| 2023 | Form 5500 | 543 | Caterpillar Global Mining Legacy Hourly Employees Welfare Plan | 164 |
| 2023 | Form 5500 | 544 | Caterpillar Global Mining Legacy Welfare Plan For Denison Steelworkers (Cgm-Dension) | 123 |
| 2023 | Form 5500 | 546 | Caterpillar INC. International Service Employee Healthcare Plan | 180 |
| 2022 | Form 5500 | 001 | Caterpillar INC. Non-Contributory Pension Plan | 1,922 |
| 2022 | Form 5500 | 002 | Caterpillar INC. Retirement Income Plan | 12,211 |
| 2022 | Form 5500 | 033 | Caterpillar INC. Tax Deferred Retirement Plan | 7,079 |
| 2022 | Form 5500 | 035 | Caterpillar 401(K) Savings Plan | 41,360 |
| 2022 | Form 5500 | 037 | Caterpillar Global Mining Legacy Hourly Employees' Savings Plan | 288 |
| 2022 | Form 5500 | 039 | Caterpillar Global Mining Legacy Hourly Employees' Pension Plan | 122 |
| 2022 | Form 5500 | 501 | Caterpillar INC. Retiree Benefit Program | 0 |
| 2022 | Form 5500 | 503 | Caterpillar INC. Business Travel Accident Plan | 24,376 |
| 2022 | Form 5500 | 531 | Caterpillar INC. Flexible Spending Account Plan | 5,206 |
| 2022 | Form 5500 | 535 | Caterpillar INC. Employee Assistance Program | 43,966 |
| 2022 | Form 5500 | 536 | Caterpillar INC. Disability And Life Insurance Plan For Bargaining Unit Employees A/K/A Group Insurance Plan B | 5,877 |
| 2022 | Form 5500 | 539 | Caterpillar INC. Supplemental Unemployment Benefit Plan For Certain Non-Represented Personnel | 31,036 |
| 2022 | Form 5500 | 541 | Caterpillar INC. Employee Health, Life And Disability Benefit Program | 44,786 |
| 2022 | Form 5500 | 542 | Caterpillar INC. Retiree Group Insurance Plan | 0 |
| 2022 | Form 5500 | 543 | Caterpillar Global Mining Legacy Hourly Employees Welfare Plan | 148 |
| 2022 | Form 5500 | 544 | Caterpillar Global Mining Legacy Welfare Plan For Denison Steelworkers (Cgm-Denison) | 131 |
| 2022 | Form 5500 | 546 | Caterpillar INC. International Service Employee Healthcare Plan | 155 |
| 2021 | Form 5500 | 001 | Caterpillar INC. Non-Contributory Pension Plan | 2,110 |
| 2021 | Form 5500 | 002 | Caterpillar INC. Retirement Income Plan | 12,872 |
| 2021 | Form 5500-SF | 009 | Retirement Plan For Employees Of Progress Metal Reclamation Co. D/B/A Mansbach Metal Co. | 0 |
| 2021 | Form 5500 | 033 | Caterpillar INC. Tax Deferred Retirement Plan | 6,560 |
| 2021 | Form 5500 | 035 | Caterpillar 401(K) Savings Plan | 38,643 |
| 2021 | Form 5500 | 037 | Caterpillar Global Mining Legacy Hourly Employees' Savings Plan | 304 |
| 2021 | Form 5500 | 038 | Caterpillar Global Mining Legacy Employees' Retirement Plan | 0 |
| 2021 | Form 5500 | 039 | Caterpillar Global Mining Legacy Hourly Employees' Pension Plan | 139 |
| 2021 | Form 5500 | 501 | Caterpillar INC. Retiree Benefit Program | 0 |
| 2021 | Form 5500 | 503 | Caterpillar INC. Business Travel Accident Plan | 27,352 |
| 2021 | Form 5500 | 531 | Caterpillar INC. Flexible Spending Account Plan | 5,306 |
| 2021 | Form 5500 | 535 | Caterpillar INC. Employee Assistance Program | 40,781 |
| 2021 | Form 5500 | 536 | Caterpillar INC. Disability And Life Insurance Plan For Bargaining Unit Employees A/K/A Group Insurance Plan B | 5,472 |
| 2021 | Form 5500 | 539 | Caterpillar INC. Supplemental Unemployment Benefit Plan For Certain Non-Represented Personnel | 28,871 |
| 2021 | Form 5500 | 541 | Caterpillar INC. Employee Health, Life And Disability Benefit Program | 37,075 |
| 2021 | Form 5500 | 542 | Caterpillar INC. Retiree Group Insurance Plan | 0 |
| 2021 | Form 5500 | 543 | Caterpillar Global Mining Legacy Hourly Employees Welfare Plan | 158 |
| 2021 | Form 5500 | 544 | Caterpillar Global Mining Legacy Salaried Employees Welfare Plan | 127 |
| 2021 | Form 5500 | 545 | Caterpillar INC. Healthcare Plan For Supplemental And Temporary Employees | 0 |
| 2021 | Form 5500 | 546 | Caterpillar INC. International Service Employee Healthcare Plan | 159 |
| 2020 | Form 5500 | 001 | Caterpillar INC. Non-Contributory Pension Plan | 2,268 |
| 2020 | Form 5500 | 002 | Caterpillar INC. Retirement Income Plan | 13,279 |
| 2020 | Form 5500-SF | 009 | Retirement Plan For Employees Of Progress Metal Reclamation Co. D/B/A Mansbach Metal Co. | 2 |
| 2020 | Form 5500 | 033 | Caterpillar INC. Tax Deferred Retirement Plan | 6,240 |
| 2020 | Form 5500 | 035 | Caterpillar 401(K) Savings Plan | 34,996 |
| 2020 | Form 5500 | 037 | Caterpillar Global Mining Legacy Hourly Employees' Savings Plan | 280 |
| 2020 | Form 5500 | 038 | Caterpillar Global Mining Legacy Employees' Retirement Plan | 280 |
| 2020 | Form 5500 | 039 | Caterpillar Global Mining Legacy Hourly Employees' Pension Plan | 156 |
| 2020 | Form 5500 | 501 | Caterpillar INC. Retiree Benefit Program | 0 |
| 2020 | Form 5500 | 502 | Caterpillar INC. Group Insurance Plan A | 0 |
| 2020 | Form 5500 | 503 | Caterpillar INC. Business Travel Accident Plan | 25,656 |
| 2020 | Form 5500 | 531 | Caterpillar INC. Flexible Spending Account Plan | 5,812 |
| 2020 | Form 5500 | 535 | Caterpillar INC. Employee Assistance Program | 36,989 |
| 2020 | Form 5500 | 536 | Caterpillar INC. Disability And Life Insurance Plan For Bargaining Unit Employees A/K/A Group Insurance Plan B | 5,169 |
| 2020 | Form 5500 | 539 | Caterpillar INC. Supplemental Unemployment Benefit Plan For Certain Non-Represented Personnel | 26,010 |
| 2020 | Form 5500 | 541 | Caterpillar INC. Employee Health, Life And Disability Benefit Program | 36,536 |
| 2020 | Form 5500 | 542 | Caterpillar INC. Retiree Group Insurance Plan | 0 |
| 2020 | Form 5500 | 543 | Caterpillar Global Mining Legacy Hourly Employees Welfare Plan | 180 |
| 2020 | Form 5500 | 544 | Caterpillar Global Mining Legacy Salaried Employees Welfare Plan | 87 |
| 2020 | Form 5500 | 545 | Caterpillar INC. Healthcare Plan For Supplemental And Temporary Employees | 1,207 |
| 2020 | Form 5500 | 546 | Caterpillar INC. International Service Employee Healthcare Plan | 219 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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