Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $25.1M assets / 588 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Cash balance
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CATERPILLAR RAIL DIVISION RETIREMENT SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | 401(k) | $16.9M | 259 | 2024 |
| #005 | PROGRESS RAIL LOCOMOTIVE INC. PENSION PLAN FOR HOURLY-RATE LEGACY EMPLOYEES | Traditional DB | $4.3M | 144 | 2024 |
| #003 | INDIVIDUAL RETIREMENT PLAN FOR HOURLY EMPLOYEES OF PROGRESS RAIL LOCOMOTIVE INC. | Cash balance | $3.9M | 185 | 2024 |