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Company:
Caterpillar Inc.
Plan:
Caterpillar 401k Plan
 

Caterpillar Inc.

81 Plan:

 
 
81
7
60
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (81) and the top rated plan (90) could equate to:
[How is this calculated?]
7 additional years of work
Up to $367,000 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

 Comments

Plan Description

Caterpillar 401k Plan is a defined contribution plan with a 401k feature and ESOP component. This plan has a BrightScope Rating of 81, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity, Salary Deferrals, Total Plan Cost, and Account Balances. Caterpillar 401k Plan currently has over 34,100 active participants and over $5.1B in plan assets.

 Plan Details

Address100 North East Adams Street
Peoria, IL 61610
IndustryAgriculture, Construction, & Mining Machinery Mfg
AdministratorJerome W Duggan
Net Plan Assets$5,150,000,000
Total Participants40,000
Avg Account Balance$130,000

 Top 3 Investment Holdings

1. Caterpillar Inc. Common Stock 48%
2. Self-Directed Brokerage Accounts 3%
3. Northern Trust Russell 3000 Index 1%

 Other Companies in Peer Group

Cisco Systems 83.1
Motorola 78.8
Xerox 75.0
3M Company 72.2
L-3 Communications Holdings 71.8
Ford Motor Company 62.9

 Plan Service Providers

Auditor PricewaterhouseCoopers
Recordkeeper Hewitt Associates
Corporate Trustee Northern Trust
Consultant Ernst & Young
Consultant Frank Russell Company, Inc.

 Plan Data Vault

Plan Data Vault

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