Defined Benefit (Pension) · DOL Form 5500 · 2023
Schneider Electric Holdings, Inc. Pension Plan
Data updated 2026-08-25
- $253M
- Total assets Near avg plan size
- 304
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $833,251
- Avg per participant High balance/head
Official DOL plan name: Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan · Sponsored by Schneider Electric Holdings, Inc. · Illinois · Manufacturing
$253M in assets, 304 participants
Schneider Electric Holdings, Inc.'s Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan reported $253M in total assets and 304 participants in its 2023 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.
- #17,424 in Manufacturing (18,722 peers)
Coverage in Illinois
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan covers 304 participants in Illinois, about 39% of the average Illinois filer (state average ~779 per filing). Assets: $253M.
- #17,424
- in Manufacturing (18,722 peers)
- -3.1%
- assets change YoY
- 2.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan's outsized position by total assets
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$253,308,281 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan sits mid-pack in the medium band (304 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan reported net income rose from -$90M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
- Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan reported participants fell from 345 in the plan year 2022 filing to 304 in the plan year 2023 filing.
- Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan end-of-year assets fell from $261M in the plan year 2022 filing to $253M in the plan year 2023 filing.
DOL schedule card
Filing strip 364141566 · Schneider Electric Holdings, Inc. PY 2023 · Defined Benefit (Pension)
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan · $253M · 304 · 96th
- PCT $253M
- EIN 304
- RANK 96th
- PHOTO Defined Benefit (Pension)
- IND near Evonik Corporation Retirement Plan
- EOY ind #17424
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 →
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $261M |
|---|---|
| Net Assets (End of Year) | $253M |
| Net Income | -$8M |
| Employer EIN | 364141566 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING 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
| 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.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Evonik Corporation Retirement Plan in NJ ($253M); by covered participants it is The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan in NJ (304 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($253M here).
- Evonik Corporation Retirement Plan (NJ) $253M · 660
- Vistra Retirement Plan (TX) $254M · 207
- Tdk U. S. a. Corporation Retirement Plan (NY) $253M · 391
- Employees' Retirement Plan of United Health Services (NY) $253M · 1,525
Similar participant headcount
Nearest other-state filings by covered participants (304 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.