Defined Benefit (Pension) · DOL Form 5500 · 2023

Nestle USA, Inc. Pension Plan

Data updated 2026-08-25

$2.2B
Total assets Very large vs avg
11,838
Participants Very large workforce
99th
Percentile by assets National rank
$182,708
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nestle Pension Plan · Sponsored by Nestle USA, Inc. · Ohio · Manufacturing

$2.2B in assets, 11,838 participants

Nestle USA, Inc.'s Nestle Pension Plan reported $2.2B in total assets and 11,838 participants in its 2023 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.

  • #18,496 in Manufacturing (18,722 peers)

Coverage in Ohio

Nestle Pension Plan covers 11,838 participants in Ohio, 15x the typical Ohio plan (state average ~765 per filing). Assets: $2.2B.

#18,496
in Manufacturing (18,722 peers)
-0.5%
assets change YoY
22×
vs typical plan assets (national mean)

The plan reported a net loss of $12M 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 2023 · DOL Form 5500

$2,162,898,097 Top 1% higher than 99% of 127,068 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 2023

Nestle Pension Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nestle Pension Plan is a mega filing (11,838 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nestle Pension Plan reported net income rose from -$1.7B in the plan year 2022 filing to -$12M in the plan year 2023 filing.
  • Nestle Pension Plan reported participants fell from 12,813 in the plan year 2022 filing to 11,838 in the plan year 2023 filing.
  • Nestle Pension Plan end-of-year assets fell from $2.2B in the plan year 2022 filing to $2.2B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951572209 · Nestle USA, Inc. PY 2023 · Defined Benefit (Pension)

Nestle Pension Plan · $2.2B · 11,838 · 99th

  • NET $2.2B
  • NET 11,838
  • NET 99th
  • NET Defined Benefit (Pension)
  • NET near Ohio Carpenters' Pension Plan
  • NET ind #18496

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

Twin City Hospitals - Minnesota Nurses Association Pension PlanTwin City Hospitals - Minnes…$2.2BJohns Hopkins Health System Corporation Retirement PlanJohns Hopkins Health System …$2.2BNestle Pension Plan$2.2BOhio Carpenters' Pension Plan$2.2BPhillips 66 Retirement Plan$2.2B
End-of-year total assets ($B) among Nestle Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$2.2B
Net Assets (End of Year)$1.9B
Net Income-$12M
Employer EIN951572209
Plan Effective Date1989-01-01
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 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 02468 Total assets ($B) Participants Nestle Pension Plan, Total assets ($B): 2.162898097 · Participants: 11838Nestle Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Nestle Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Nestle Pension Plan side-by-side with 3 peers →

Scale composition for Nestle Pension Plan

Nestle Pension Plan reports $2.2B in end-of-year assets across 11,838 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $182,708 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was -$12M.

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 Open filing
2023 11,838 $2.2B This page
2024 · index core 8,291 $1.7B Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

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 Ohio Carpenters' Pension Plan in MI ($2.2B); by covered participants it is Nylic Retirement Plan in NY (11,867 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (11,838 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nestle Pension Plan assets move in 2023? ▼
Nestle Pension Plan held essentially flat - down 0.5% during 2023, from $2.2B to $2.2B. Reported net income was -$12M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Nestle Pension Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Nestle Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ohio Carpenters' Pension Plan in MI ($2.2B, 10,351 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nestle Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nylic Retirement Plan in NY (11,867 participants, $3.2B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951572209.

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.