Defined Benefit (Pension) · DOL Form 5500 · 2024
Schneider Electric Holdings, Inc. Pension Plan
Data updated 2026-08-25
- $230M
- Total assets Near avg plan size
- 282
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $814,062
- 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
$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.
- #16,360 in Manufacturing (17,777 peers)
Coverage in Illinois
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan covers 282 participants in Illinois, about 36% of the average Illinois filer (state average ~779 per filing). Assets: $230M.
- #16,360
- in Manufacturing (17,777 peers)
- -9.4%
- assets change YoY
- 2.3×
- vs typical plan assets (national mean)
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'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 2024 · DOL Form 5500
$229,565,412 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan among mid-size filed plans by headcount
Plan-year 2024 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 (282 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Plan-year Form 5500 strip
Filing strip 364141566 · Schneider Electric Holdings, Inc. PY 2024 · Defined Benefit (Pension)
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan · $230M · 282 · 95th
- SCH $230M
- EBSA 282
- PART 95th
- TYPE Defined Benefit (Pension)
- NET near Shaws Supermarkets, Inc. Pension Plan for Union Employees
- BOOK ind #16360
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) | $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.)
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 $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
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
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 Shaws Supermarkets, Inc. Pension Plan for Union Employees in ID ($230M); by covered participants it is Teamster Affiliates Pension Plan in DC (282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($230M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.
- Teamster Affiliates Pension Plan (DC) 282 · 0 off
- Regions Financial Corporation Retirement Plan (AL) 282 · 0 off
- Banco Santander USA Offices Retirement Plan (NY) 282 · 0 off
- Giumarra Vineyards Corporation Pension Plan (CA) 282 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.