Caterpillar Energy Solutions Inc
Plan context: Caterpillar Energy Solutions Inc Retirement Trust
EIN 98-0559160 • Alpharetta, GA • 12 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
12
2019 Assets
$893,847
2019 Contributions
$103,627
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Caterpillar Energy Solutions Inc Retirement Trust | - | 0 | $0 | - | - |
| 2018 | 1 | 12 | $893,847 | $103,627 | $8,636iApproximate average salary by contribution assumption: employee only about $215,890 at 4% or $143,926 at 6%; with 50% employer match about $143,926 at 4% or $95,951 at 6%; with 100% employer match about $107,945 at 4% or $71,963 at 6%. |
| Caterpillar Energy Solutions Inc Retirement Trust | - | 12 | $893,847 | $103,627 | $8,636iApproximate average salary by contribution assumption: employee only about $215,890 at 4% or $143,926 at 6%; with 50% employer match about $143,926 at 4% or $95,951 at 6%; with 100% employer match about $107,945 at 4% or $71,963 at 6%. |
| 2017 | 1 | 13 | $898,687 | $99,852 | $7,681iApproximate average salary by contribution assumption: employee only about $192,023 at 4% or $128,015 at 6%; with 50% employer match about $128,015 at 4% or $85,344 at 6%; with 100% employer match about $96,012 at 4% or $64,008 at 6%. |
| Caterpillar Energy Solutions Inc Retirement Trust | - | 13 | $898,687 | $99,852 | $7,681iApproximate average salary by contribution assumption: employee only about $192,023 at 4% or $128,015 at 6%; with 50% employer match about $128,015 at 4% or $85,344 at 6%; with 100% employer match about $96,012 at 4% or $64,008 at 6%. |
| 2016 | 1 | 13 | $706,501 | $103,241 | $7,942iApproximate average salary by contribution assumption: employee only about $198,540 at 4% or $132,360 at 6%; with 50% employer match about $132,360 at 4% or $88,240 at 6%; with 100% employer match about $99,270 at 4% or $66,180 at 6%. |
| Caterpillar Energy Solutions Inc Retirement Trust | - | 13 | $706,501 | $103,241 | $7,942iApproximate average salary by contribution assumption: employee only about $198,540 at 4% or $132,360 at 6%; with 50% employer match about $132,360 at 4% or $88,240 at 6%; with 100% employer match about $99,270 at 4% or $66,180 at 6%. |
| 2015 | 1 | 16 | $837,831 | $142,469 | $8,904iApproximate average salary by contribution assumption: employee only about $222,608 at 4% or $148,405 at 6%; with 50% employer match about $148,405 at 4% or $98,937 at 6%; with 100% employer match about $111,304 at 4% or $74,203 at 6%. |
| Caterpillar Energy Solutions Inc Retirement Trust | - | 16 | $837,831 | $142,469 | $8,904iApproximate average salary by contribution assumption: employee only about $222,608 at 4% or $148,405 at 6%; with 50% employer match about $148,405 at 4% or $98,937 at 6%; with 100% employer match about $111,304 at 4% or $74,203 at 6%. |
| 2014 | 1 | 16 | $735,966 | $133,112 | $8,320iApproximate average salary by contribution assumption: employee only about $207,988 at 4% or $138,658 at 6%; with 50% employer match about $138,658 at 4% or $92,439 at 6%; with 100% employer match about $103,994 at 4% or $69,329 at 6%. |
| Caterpillar Energy Solutions Inc Retirement Trust | - | 16 | $735,966 | $133,112 | $8,320iApproximate average salary by contribution assumption: employee only about $207,988 at 4% or $138,658 at 6%; with 50% employer match about $138,658 at 4% or $92,439 at 6%; with 100% employer match about $103,994 at 4% or $69,329 at 6%. |
| 2013 | 1 | 16 | $606,007 | $128,213 | $8,013iApproximate average salary by contribution assumption: employee only about $200,333 at 4% or $133,555 at 6%; with 50% employer match about $133,555 at 4% or $89,037 at 6%; with 100% employer match about $100,166 at 4% or $66,778 at 6%. |
| Caterpillar Energy Solutions Inc Retirement Trust | - | 16 | $606,007 | $128,213 | $8,013iApproximate average salary by contribution assumption: employee only about $200,333 at 4% or $133,555 at 6%; with 50% employer match about $133,555 at 4% or $89,037 at 6%; with 100% employer match about $100,166 at 4% or $66,778 at 6%. |
| 2012 | 1 | 19 | $544,085 | $125,750 | $6,618iApproximate average salary by contribution assumption: employee only about $165,461 at 4% or $110,307 at 6%; with 50% employer match about $110,307 at 4% or $73,538 at 6%; with 100% employer match about $82,730 at 4% or $55,154 at 6%. |
| Caterpillar Energy Solutions Inc Retirement Trust | - | 19 | $544,085 | $125,750 | $6,618iApproximate average salary by contribution assumption: employee only about $165,461 at 4% or $110,307 at 6%; with 50% employer match about $110,307 at 4% or $73,538 at 6%; with 100% employer match about $82,730 at 4% or $55,154 at 6%. |
| 2011 | 1 | 18 | $385,702 | $149,035 | $8,280iApproximate average salary by contribution assumption: employee only about $206,993 at 4% or $137,995 at 6%; with 50% employer match about $137,995 at 4% or $91,997 at 6%; with 100% employer match about $103,497 at 4% or $68,998 at 6%. |
| Caterpillar Energy Solutions Inc Retirement Trust | - | 18 | $385,702 | $149,035 | $8,280iApproximate average salary by contribution assumption: employee only about $206,993 at 4% or $137,995 at 6%; with 50% employer match about $137,995 at 4% or $91,997 at 6%; with 100% employer match about $103,497 at 4% or $68,998 at 6%. |
| 2010 | 1 | 19 | $291,232 | $117,731 | $6,196iApproximate average salary by contribution assumption: employee only about $154,909 at 4% or $103,273 at 6%; with 50% employer match about $103,273 at 4% or $68,849 at 6%; with 100% employer match about $77,455 at 4% or $51,636 at 6%. |
| Caterpillar Energy Solutions Inc Retirement Trust | - | 19 | $291,232 | $117,731 | $6,196iApproximate average salary by contribution assumption: employee only about $154,909 at 4% or $103,273 at 6%; with 50% employer match about $103,273 at 4% or $68,849 at 6%; with 100% employer match about $77,455 at 4% or $51,636 at 6%. |
| 2009 | 1 | 20 | $244,773 | $118,698 | $5,935iApproximate average salary by contribution assumption: employee only about $148,373 at 4% or $98,915 at 6%; with 50% employer match about $98,915 at 4% or $65,943 at 6%; with 100% employer match about $74,186 at 4% or $49,458 at 6%. |
| Caterpillar Energy Solutions Inc Retirement Trust | - | 20 | $244,773 | $118,698 | $5,935iApproximate average salary by contribution assumption: employee only about $148,373 at 4% or $98,915 at 6%; with 50% employer match about $98,915 at 4% or $65,943 at 6%; with 100% employer match about $74,186 at 4% or $49,458 at 6%. |
| 2008 | 1 | 14 | $99,815 | $130,847 | $9,346iApproximate average salary by contribution assumption: employee only about $233,655 at 4% or $155,770 at 6%; with 50% employer match about $155,770 at 4% or $103,847 at 6%; with 100% employer match about $116,828 at 4% or $77,885 at 6%. |
| Caterpillar Energy Solutions Inc Retirement Trust | - | 14 | $99,815 | $130,847 | $9,346iApproximate average salary by contribution assumption: employee only about $233,655 at 4% or $155,770 at 6%; with 50% employer match about $155,770 at 4% or $103,847 at 6%; with 100% employer match about $116,828 at 4% or $77,885 at 6%. |