Defined Benefit (Pension) · DOL Form 5500 · 2023

Schneider Electric Holdings, Inc. Pension Plan

Data updated 2026-08-25

$786M
Total assets Above avg plan size
1,688
Participants Near avg headcount
98th
Percentile by assets National rank
$465,698
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schneider Electric Pension Plan · Sponsored by Schneider Electric Holdings, Inc. · Illinois · Manufacturing

$786M in assets, 1,688 participants

Schneider Electric Holdings, Inc.'s Schneider Electric Pension Plan reported $786M in total assets and 1,688 participants in its 2023 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.

  • #18,157 in Manufacturing (18,722 peers)

Coverage in Illinois

Schneider Electric Pension Plan covers 1,688 participants in Illinois, 2.2x the typical Illinois plan (state average ~779 per filing). Assets: $786M.

#18,157
in Manufacturing (18,722 peers)
+38.4%
assets growth YoY
7.9×
vs typical plan assets (national mean)

Schneider Electric Pension Plan's outsized position by total assets

Schneider Electric Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$786,097,758 Top 2% higher than 98% 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

Schneider Electric Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schneider Electric Pension Plan lands in the large band (1,688 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schneider Electric Pension Plan reported net income rose from -$204M in the plan year 2022 filing to $218M in the plan year 2023 filing.
  • Schneider Electric Pension Plan end-of-year assets rose from $568M in the plan year 2022 filing to $786M in the plan year 2023 filing.
  • Schneider Electric Pension Plan reported participants fell from 1,810 in the plan year 2022 filing to 1,688 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364141566 · Schneider Electric Holdings, Inc. PY 2023 · Defined Benefit (Pension)

Schneider Electric Pension Plan · $786M · 1,688 · 98th

  • IND $786M
  • EOY 1,688
  • 5500 98th
  • ASSETS Defined Benefit (Pension)
  • PCT near Retirement Plan for Employees of Puget Sound Energy, Inc.
  • EIN ind #18157

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 Pension Plan in the asset neighbourhood

Schneider Electric Pension PlanSchneider Electric Pension P…$786MRetirement Plan for Employees of Puget Sound Energy, Inc.Retirement Plan for Employee…$786MThe Hershey Company Retirement PlanThe Hershey Company Retireme…$785MCsaa Insurance Group Cash Balance Retirement PlanCsaa Insurance Group Cash Ba…$785MNorthwest Ironworkers Retirement PlanNorthwest Ironworkers Retire…$785M
End-of-year total assets ($M) among Schneider Electric Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$568M
Net Assets (End of Year)$786M
Net Income$218M
Employer EIN364141566
Plan Effective Date1989-03-11
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.

Schneider Electric Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Schneider Electric Pension Plan, Total assets ($B): 0.786097758 · Participants: 1688Schneider Electric Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Schneider Electric Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Schneider Electric Pension Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Puget Sound Energy, Inc. in WA ($786M); by covered participants it is University of Maryland Medical System Corporation Pension Plan in MD (1,688 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($786M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,688 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 Schneider Electric Pension Plan assets move in 2023? ▼
Schneider Electric Pension Plan surged - up 38.4% during 2023, from $568M to $786M. Reported net income was $218M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Schneider Electric Pension Plan ranks in the 98th 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 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Puget Sound Energy, Inc. in WA ($786M, 1,911 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Schneider Electric Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is University of Maryland Medical System Corporation Pension Plan in MD (1,688 participants, $157M 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 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.