Defined Benefit (Pension) · DOL Form 5500 · 2022
Schneider Electric Holdings, Inc. Pension Plan
Data updated 2026-08-11
- $556M
- Total assets
- 366
- Participants
- 98th
- Percentile by assets
- $1.5M
- Avg per participant
Official DOL plan name: Invensys Pension Plan · Sponsored by Schneider Electric Holdings, Inc. · Illinois · Manufacturing
$556M in assets, 366 participants
Schneider Electric Holdings, Inc.'s Invensys Pension Plan reported $556M in total assets and 366 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,931 in Manufacturing (20,602 peers)
Coverage in Illinois
Invensys Pension Plan covers 366 participants in Illinois, about 47% of the average Illinois filer (state average ~779 per filing). Assets: $556M.
- $556M
- total plan assets (2022 EOY)
- 366
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $1.5M
- avg assets per participant
The plan reported a net loss of $242M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Invensys Pension Plan reports 366 participants - about 47% of that state average ($556M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $795M |
|---|---|
| Net Assets (End of Year) | $553M |
| Net Income | -$242M |
| Employer EIN | 364141566 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schneider Electric Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 18,722 | $5.5B |
| 2023 | 4 | 19,462 | $5.7B |
| 2024 | 3 | 20,475 | $5.3B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Invensys Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Invensys Pension Plan by total assets, not by location.
- Meritor, Inc. Retirement Plan (IN) $556M · 679
- Steamfitters Local Union No. 420 Pension Plan (PA) $556M · 2,457
- Rochester General Health System Employee Retirement Plan (NY) $557M · 7,714
- Pfizer Consolidated Pension Plan for Employees Resident in Puerto Rico (PA) $556M · 743
Frequently Asked Questions
How did Invensys Pension Plan assets move in 2022? ▼
How have Schneider Electric Holdings, Inc. plan assets changed over time? ▼
Where does Invensys Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Invensys Pension Plan? ▼
Next read for Invensys Pension Plan
Filing takeaways
Ways to act on Invensys Pension Plan's numbers.
- By total assets, Invensys Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
- Schneider Electric Holdings, Inc.'s sponsor-wide assets have declined 2.2% since 2022 across 3 plan years on file. More Manufacturing plans