Defined Benefit (Pension) · DOL Form 5500 · 2023

Schneider Electric Holdings, Inc. Pension Plan

Data updated 2026-08-11

$253M
Total assets
304
Participants
96th
Percentile by assets
$833,251
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$253M
total plan assets (2023 EOY)
304
covered participants
96th
percentile by assets (of 127,072 plans)
$833,251
avg assets per participant

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.

Where Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Illinois
Industry
Manufacturing

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan reports 304 participants - about 39% of that state average ($253M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$261M
Net Assets (End of Year)$253M
Net Income-$8M
Employer EIN364141566
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schneider Electric Holdings, Inc.)

$5.2B$5.4B$5.6B$5.8B 202220232024 $5.46B $5.34B ▼ -2.2%
Total plan assets by year, all Schneider Electric Holdings, Inc. plans on file
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.

Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Schneider Electric U…, Total assets ($B): 0.253308281 · Participants: 304Schneider Electric U…Central States, Sout…, Total assets ($B): 49.680270595 · Participants: 48538Central States, Sout…State Farm Insurance…, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance…United Food & Commer…, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commer…John Deere Pension P…, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension P…Abbott Laboratories …, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories …
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Schneider Electric USA, Inc. Coordinated… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan assets move in 2023? ▼
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan edged down modestly - down 3.1% during 2023, from $261M to $253M. Reported net income was -$8M.
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 Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Evonik Corporation Retirement Plan in NJ ($253M, 660 participants).

Next read for Schneider Electric USA, Inc. Coordinated…

Filing takeaways

Ways to act on Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan's numbers.

  • By total assets, Schneider Electric USA, Inc. Coordinated Bargaining Employees' 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

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 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.