Defined Benefit (Pension) · DOL Form 5500 · 2024
Nestle USA, Inc. Pension Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 8,291
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $202,857
- Avg per participant Above avg balance/head
Official DOL plan name: Nestle Pension Plan · Sponsored by Nestle USA, Inc. · Ohio · Manufacturing
$1.7B in assets, 8,291 participants
Nestle USA, Inc.'s Nestle Pension Plan reported $1.7B in total assets and 8,291 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #17,474 in Manufacturing (17,777 peers)
Coverage in Ohio
Nestle Pension Plan covers 8,291 participants in Ohio, 11x the typical Ohio plan (state average ~765 per filing). Assets: $1.7B.
- #17,474
- in Manufacturing (17,777 peers)
- -22.2%
- assets change YoY
- 17×
- vs typical plan assets (national mean)
The plan reported a net loss of $190M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Nestle Pension Plan's outsized position by total assets
Nestle Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,681,889,999 Top 1% higher than 99% 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
Nestle Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nestle Pension Plan lands in the large band (8,291 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nestle Pension Plan reported net income fell from -$12M in the plan year 2023 filing to -$190M in the plan year 2024 filing.
- Nestle Pension Plan reported participants fell from 11,838 in the plan year 2023 filing to 8,291 in the plan year 2024 filing.
- Nestle Pension Plan end-of-year assets fell from $2.2B in the plan year 2023 filing to $1.7B in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 951572209 · Nestle USA, Inc. PY 2024 · Defined Benefit (Pension)
Nestle Pension Plan · $1.7B · 8,291 · 99th
- EBSA $1.7B
- PART 8,291
- TYPE 99th
- NET Defined Benefit (Pension)
- BOOK near The Cultural Institutions Pension Plan
- VS-ST ind #17474
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 Ohio →
Nestle Pension Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | -$190M |
| Employer EIN | 951572209 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nestle USA, Inc.)
Sponsor-wide plan assets over time
All Nestle USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10.0B 14.814483852868346% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 44,380 | $8.7B |
| 2023 | 4 | 50,700 | $9.9B |
| 2024 | 4 | 49,030 | $10.0B |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Scale composition for Nestle Pension Plan
Nestle Pension Plan reports $1.7B in end-of-year assets across 8,291 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $202,857 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2024 was -$190M.
This plan identity (EIN 951572209, plan #100) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $1.7B (-22.7%) while covered participants moved from 12,813 to 8,291 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,813 | $2.2B | Open filing |
| 2023 | 11,838 | $2.2B | Open filing |
| 2024 · index core | 8,291 | $1.7B | This page |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Nestle 401(k) Savings Plan (401(k), $7.5B, 30,677 participants)
- Nestle Hourly Retirement Plan (Defined Benefit (Pension), $524M, 6,283 participants)
- Nestle USA, Inc. Hourly Retirement Savings Plan (401(k), $337M, 3,779 participants)
Nestle Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is The Cultural Institutions Pension Plan in NY ($1.7B); by covered participants it is SEIU Local No. 4 Pension Fund in IL (8,277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- The Cultural Institutions Pension Plan (NY) $1.7B · 6,961
- Northside Hospital, Inc. Pension Plan (GA) $1.7B · 20,425
- Pipeline Industry Pension Fund (OK) $1.7B · 2,308
- Plumbers' Pension Fund, Local 130, U.a. (IL) $1.7B · 2,976
Similar participant headcount
Nearest other-state filings by covered participants (8,291 participants); asset peers above are excluded.
- SEIU Local No. 4 Pension Fund (IL) 8,277 · 14 off
- Operating Engineers' Local 324 Pension Fund (MI) 8,314 · 23 off
- The Northwestern Mutual Employee Retirement Plan (WI) 8,254 · 37 off
- Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Plan (CT) 8,346 · 55 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.