Defined Benefit (Pension) · DOL Form 5500 · 2022
Nestle USA, Inc. Pension Plan
Data updated 2026-08-11
- $2.2B
- Total assets
- 12,813
- Participants
- 99th
- Percentile by assets
- $169,738
- Avg per participant
Official DOL plan name: Nestle Pension Plan · Sponsored by Nestle USA, Inc. · Ohio · Manufacturing
$2.2B in assets, 12,813 participants
Nestle USA, Inc.'s Nestle Pension Plan reported $2.2B in total assets and 12,813 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 99th percentile by assets (of 139,126 plans)
- #20,406 in Manufacturing (20,602 peers)
Coverage in Ohio
Nestle Pension Plan covers 12,813 participants in Ohio, 17x the typical Ohio plan (state average ~765 per filing). Assets: $2.2B.
- $2.2B
- total plan assets (2022 EOY)
- 12,813
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $169,738
- avg assets per participant
The plan reported a net loss of $1.7B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Nestle Pension Plan reports 12,813 participants - 17x that state average ($2.2B EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $3.8B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | -$1.7B |
| Employer EIN | 951572209 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nestle USA, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 44,380 | $8.7B |
| 2023 | 4 | 50,700 | $9.9B |
| 2024 | 4 | 49,030 | $10.0B |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Nestle Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Scale composition for Nestle Pension Plan
Nestle Pension Plan reports $2.2B in end-of-year assets across 12,813 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $169,738 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$1.7B.
This plan identity (EIN 951572209, plan #100) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $1.7B (-22.7%) while covered participants moved from 12,813 to 8,291 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,813 | $2.2B | This page |
| 2023 | 11,838 | $2.2B | Open filing |
| 2024 · index core | 8,291 | $1.7B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Nestle 401(k) Savings Plan (401(k), $7.5B, 30,677 participants)
- Nestle Pension Plan (Defined Benefit (Pension), $1.7B, 8,291 participants)
- Nestle Hourly Retirement Plan (Defined Benefit (Pension), $524M, 6,283 participants)
- Nestle USA, Inc. Hourly Retirement Savings Plan (401(k), $337M, 3,779 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Nestle Pension Plan by total assets, not by location.
- Morgan Stanley Employees Retirement Plan (NY) $2.2B · 6,991
- Teamsters Pension Trust Fund of Philadelphia & Vicinity (NJ) $2.2B · 10,363
- Medtronic Retirement Plan for Certain Participants and Beneficiaries (MN) $2.2B · 9,031
- Ohio Carpenters' Pension Plan (MI) $2.1B · 10,024
Frequently Asked Questions
How did Nestle Pension Plan assets move in 2022? ▼
How have Nestle USA, Inc. plan assets changed over time? ▼
Where does Nestle Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Nestle Pension Plan? ▼
Next read for Nestle Pension Plan
Filing takeaways
Ways to act on Nestle Pension Plan's numbers.
- By total assets, Nestle Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
- Nestle USA, Inc.'s sponsor-wide assets have grown 14.8% since 2022 across 3 plan years on file. More Manufacturing plans