Defined Benefit (Pension) · DOL Form 5500 · 2023

Schneider Electric Holdings, Inc. Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
205
Participants Below avg headcount
57th
Percentile by assets National rank
$46,193
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$9M in assets, 205 participants

Schneider Electric Holdings, Inc.'s Invensys Pension Plan reported $9M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,108 in Manufacturing (18,722 peers)

Coverage in Illinois

Invensys Pension Plan covers 205 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $9M.

#8,108
in Manufacturing (18,722 peers)
-98.3%
assets change YoY

The plan reported a net loss of $544M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Invensys Pension Plan's mid-pack asset rank among Manufacturing and all filers

Invensys Pension Plan vs every filed plan by assets

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

$9,469,563 Top 43% higher than 57% 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

Invensys 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. Invensys Pension Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Invensys Pension Plan reported net income fell from -$242M in the plan year 2022 filing to -$544M in the plan year 2023 filing.
  • Invensys Pension Plan end-of-year assets fell from $556M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Invensys Pension Plan reported participants fell from 366 in the plan year 2022 filing to 205 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Invensys Pension Plan · $9M · 205 · 57th

  • IND $9M
  • IND 205
  • IND 57th
  • IND Defined Benefit (Pension)
  • IND near National Railway Labor Conference Supplemental Pension Plan
  • IND ind #8108

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

Alaska Communications Systems Retirement PlanAlaska Communications System…$9MInvensys Pension Plan$9MNational Railway Labor Conference Supplemental Pension PlanNational Railway Labor Confe…$9MRetirement Plan for Hourly Employees of Love's Bakery, Inc.Retirement Plan for Hourly E…$9MYork Capital Management Cash Balance Plan and TrustYork Capital Management Cash…$9M
End-of-year total assets ($M) among Invensys Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$556M
Net Assets (End of Year)$9M
Net Income-$544M
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 -200204060 Total assets ($B) Participants Invensys Pension Plan, Total assets ($B): 0.009469563 · Participants: 205Invensys 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
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 National Railway Labor Conference Supplemental Pension Plan in VA ($9M); by covered participants it is Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund in OH (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Invensys Pension Plan assets move in 2023? ▼
Invensys Pension Plan contracted severely - down 98.3% during 2023, from $556M to $9M. Reported net income was -$544M.
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.
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 National Railway Labor Conference Supplemental Pension Plan in VA ($9M, 13 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 Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund in OH (205 participants, $77M 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.