Defined Benefit (Pension) · DOL Form 5500 · 2022

Nestle USA, Inc. Pension Plan

Data updated 2026-08-25

$263M
Total assets Near avg plan size
3,348
Participants Above avg headcount
96th
Percentile by assets National rank
$78,584
Avg per participant Below avg balance/head
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Official DOL plan name: Nestle Hourly Retirement Plan · Sponsored by Nestle USA, Inc. · Ohio · Manufacturing

$263M in assets, 3,348 participants

Nestle USA, Inc.'s Nestle Hourly Retirement Plan reported $263M in total assets and 3,348 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,438 in Manufacturing (20,602 peers)

Coverage in Ohio

Nestle Hourly Retirement Plan covers 3,348 participants in Ohio, 4.4x the typical Ohio plan (state average ~765 per filing). Assets: $263M.

#19,438
in Manufacturing (20,602 peers)
-54.9%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $320M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nestle Hourly Retirement Plan's outsized position by total assets

Nestle Hourly Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$263,099,336 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Nestle Hourly Retirement Plan's large-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 Hourly Retirement Plan lands in the large band (3,348 participants).

Plan-year Form 5500 strip

Filing strip 951572209 · Nestle USA, Inc. PY 2022 · Defined Benefit (Pension)

Nestle Hourly Retirement Plan · $263M · 3,348 · 96th

  • VS-ST $263M
  • BOY 3,348
  • SCH 96th
  • EBSA Defined Benefit (Pension)
  • PART near Emory Healthcare, Inc. Retirement Plan
  • TYPE ind #19438

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 Hourly Retirement Plan in the asset neighbourhood

Pension Plan for All Eligible Employees of Elliott CompanyPension Plan for All Eligibl…$264MNestle Hourly Retirement Plan$263MEmory Healthcare, Inc. Retirement PlanEmory Healthcare, Inc. Retir…$263MResideo Technologies, Inc. Pension PlanResideo Technologies, Inc. P…$263MNorthern Light Health Retirement Partnership PlanNorthern Light Health Retire…$263M
End-of-year total assets ($M) among Nestle Hourly Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$583M
Net Assets (End of Year)$263M
Net Income-$320M
Employer EIN951572209
Plan Effective Date1955-05-14
Filing StatusFILING 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
$8.5B$9B$9.5B$10B$10.5B 202220232024 $8.71B $10B ▲ +14.8%
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 Hourly Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -202468 Total assets ($B) Participants Nestle Hourly Retirement Plan, Total assets ($B): 0.263099336 · Participants: 3348Nestle Hourly Retirement PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Nestle Hourly Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Nestle Hourly Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Emory Healthcare, Inc. Retirement Plan in GA ($263M); by covered participants it is Iron Workers' Mid-America Pension Plan in IL (3,351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,348 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nestle Hourly Retirement Plan assets move in 2022?
Nestle Hourly Retirement Plan contracted severely - down 54.9% during 2022, from $583M to $263M. Reported net income was -$320M.
How have Nestle USA, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Nestle USA, Inc.'s sponsor-wide assets grew 14.8%, from $8.7B to $10.0B.
Where does Nestle Hourly Retirement Plan rank by assets among Form 5500 filers?
Nestle Hourly Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Nestle Hourly Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Emory Healthcare, Inc. Retirement Plan in GA ($263M, 4,425 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nestle Hourly Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Iron Workers' Mid-America Pension Plan in IL (3,351 participants, $844M in assets).