Defined Benefit (Pension) · DOL Form 5500 · 2022
Nestle USA, Inc. Pension Plan
Data updated 2026-08-25
- $2.2B
- Total assets Very large vs avg
- 12,813
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $169,738
- Avg per participant Above avg balance/head
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.
- #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.
- #20,406
- in Manufacturing (20,602 peers)
- -43.5%
- assets change YoY
- 22×
- vs typical plan assets (national mean)
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.
Nestle Pension Plan's outsized position by total assets
Nestle Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,174,851,703 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Nestle Pension Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nestle Pension Plan is a mega filing (12,813 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 951572209 · Nestle USA, Inc. PY 2022 · Defined Benefit (Pension)
Nestle Pension Plan · $2.2B · 12,813 · 99th
- TYPE $2.2B
- NET 12,813
- BOOK 99th
- VS-ST Defined Benefit (Pension)
- BOY near Morgan Stanley Employees Retirement Plan
- SCH ind #20406
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Ohio →
Nestle Pension Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Nestle USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10.0B 14.814483852868346% vs 2022
- 2024 filing year
| 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.
- 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)
Nestle Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Morgan Stanley Employees Retirement Plan in NY ($2.2B); by covered participants it is Caterpillar Inc. Retirement Income Plan in TX (12,815 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (12,813 participants); asset peers above are excluded.
- Caterpillar Inc. Retirement Income Plan (TX) 12,815 · 2 off
- Dominion Energy Pension Plan (VA) 12,832 · 19 off
- Shell Pension Plan (TX) 12,912 · 99 off
- Verizon Management Pension Plan (NJ) 12,977 · 164 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.