Defined Benefit (Pension) · DOL Form 5500 · 2024

Schneider Electric Holdings, Inc. Pension Plan

Data updated 2026-08-06

$230M
Total assets: 282
Participants: 95th
Percentile by assets: $814,062
Avg per participant

Official DOL plan name: Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan · Sponsored by Schneider Electric Holdings, Inc. · Illinois · Manufacturing

$230M in assets, 282 participants

Schneider Electric Holdings, Inc.'s Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan reported $230M in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 116,472 plans)

Coverage in Illinois

Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan covers 282 participants in Illinois, about 37% of the average Illinois filer (state average ~768 per filing). Assets: $230M.

$230M
total plan assets (2024 EOY): 282
covered participants: 95th
percentile by assets (of 116,472 plans): $814,062
avg assets per participant

The plan reported a net loss of $24M 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 reported net income fell from -$8M in the plan year 2023 filing to -$24M in the plan year 2024 filing.
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan end-of-year assets fell from $253M in the plan year 2023 filing to $230M in the plan year 2024 filing.
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan reported participants fell from 304 in the plan year 2023 filing to 282 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Illinois

Industry

Manufacturing

Participants vs Illinois filers

In Illinois, the average filing covers about 768 participants across 5,440 plans. Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan reports 282 participants - about 37% of that state average ($230M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$253M
Net Assets (End of Year)	$230M
Net Income	-$24M
Employer EIN	364141566
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Schneider Electric Holdings, Inc.)

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

Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
GE Healthcare Pension Plan $13.7B · 5,554
Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
Exelon Corporation Retirement Program $6.1B · 8,898

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.

Shaws Supermarkets, Inc. Pension Plan for Union Employees (ID) $230M · 5,378
Hill-Rom, Inc. Pension Plan (IN) $230M · 780
Pernod Ricard USA, LLC Employees' Retirement Plan (NY) $230M · 181
Spectrum Health Pension Plan (MI) $229M · 2,186

Frequently Asked Questions

How did Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan assets move in 2024? ▼

Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan pulled back noticeably - down 9.4% during 2024, from $253M to $230M. Reported net income was -$24M.

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 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (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 Shaws Supermarkets, Inc. Pension Plan for Union Employees in ID ($230M, 5,378 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 2024.

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.