Defined Benefit (Pension) · DOL Form 5500 · 2022

Schneider Electric Holdings, Inc. Pension Plan

Data updated 2026-08-25

$556M
Total assets Above avg plan size
366
Participants Below avg headcount
98th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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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.

  • #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.

#19,931
in Manufacturing (20,602 peers)
-30.0%
assets change YoY
5.6×
vs typical plan assets (national mean)

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.

Invensys Pension Plan's outsized position by total assets

Invensys Pension Plan vs every filed plan by assets

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

$556,255,210 Top 2% higher than 98% 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

Invensys Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Invensys Pension Plan sits mid-pack in the medium band (366 participants).

Published 5500 schedule card

Filing strip 364141566 · Schneider Electric Holdings, Inc. PY 2022 · Defined Benefit (Pension)

Invensys Pension Plan · $556M · 366 · 98th

  • 5500 $556M
  • 5500 366
  • 5500 98th
  • 5500 Defined Benefit (Pension)
  • 5500 near Meritor, Inc. Retirement Plan
  • 5500 ind #19931

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 Illinois →

Invensys Pension Plan in the asset neighbourhood

Rochester General Health System Employee Retirement PlanRochester General Health Sys…$557MInvensys Pension Plan$556MMeritor, Inc. Retirement Plan$556MSteamfitters Local Union No. 420 Pension PlanSteamfitters Local Union No.…$556MPfizer Consolidated Pension Plan for Employees Resident in Puerto RicoPfizer Consolidated Pension …$556M
End-of-year total assets ($M) among Invensys Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$795M
Net Assets (End of Year)$553M
Net Income-$242M
Employer EIN364141566
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schneider Electric Holdings, Inc.)

Sponsor-wide plan assets over time

All Schneider Electric Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5.3B 2.158295140931215% vs 2022
2024 filing year
$5.2B$5.4B$5.6B$5.8B 202220232024 $5.46B $5.34B ▼ -2.2%
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 Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Invensys Pension Plan, Total assets ($B): 0.55625521 · Participants: 366Invensys Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Invensys Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Invensys Pension Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Meritor, Inc. Retirement Plan in IN ($556M); by covered participants it is Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies in PA (366 participants). Same-state nearby plans are listed separately above.

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 Invensys Pension Plan assets move in 2022? ▼
Invensys Pension Plan contracted severely - down 30.0% during 2022, from $795M to $556M. Reported net income was -$242M.
How have Schneider Electric Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schneider Electric Holdings, Inc.'s sponsor-wide assets declined 2.2%, from $5.5B to $5.3B.
Where does Invensys Pension Plan rank by assets among Form 5500 filers? ▼
Invensys Pension Plan ranks in the 98th 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 Invensys Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Meritor, Inc. Retirement Plan in IN ($556M, 679 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Invensys Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies in PA (366 participants, $208M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364141566.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.