Defined Benefit (Pension) · DOL Form 5500 · 2024
Nestle USA, Inc. Pension Plan
Data updated 2026-08-06
- $524M
- Total assets
- 6,283
- Participants
- 97th
- Percentile by assets
- $83,356
- Avg per participant
Official DOL plan name: Nestle Hourly Retirement Plan · Sponsored by Nestle USA, Inc. · Ohio · Manufacturing
$524M in assets, 6,283 participants
Nestle USA, Inc.'s Nestle Hourly Retirement Plan reported $524M in total assets and 6,283 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 116,472 plans)
- #16,151 in Manufacturing (16,886 peers)
Coverage in Ohio
Nestle Hourly Retirement Plan covers 6,283 participants in Ohio, 8.0x the typical Ohio plan (state average ~787 per filing). Assets: $524M.
- $524M
- total plan assets (2024 EOY)
- 6,283
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $83,356
- avg assets per participant
The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nestle Hourly Retirement Plan reported net income fell from $13M in the plan year 2023 filing to -$43M in the plan year 2024 filing.
- Nestle Hourly Retirement Plan reported participants rose from 3,185 in the plan year 2023 filing to 6,283 in the plan year 2024 filing.
- Nestle Hourly Retirement Plan end-of-year assets fell from $567M in the plan year 2023 filing to $524M in the plan year 2024 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 787 participants across 4,840 plans. Nestle Hourly Retirement Plan reports 6,283 participants - 8.0x that state average ($524M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $567M |
|---|---|
| Net Assets (End of Year) | $524M |
| Net Income | -$43M |
| Employer EIN | 951572209 |
| Plan Effective Date | 1955-05-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nestle USA, Inc.)
| 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.
Nestle Hourly Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
- 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
- Parker Defined Benefit Pension Plan $3.5B · 8,120
- Nationwide Retirement Plan - Final Average Pay $3.5B · 5,058
Scale composition for Nestle Hourly Retirement Plan
Nestle Hourly Retirement Plan reports $524M in end-of-year assets across 6,283 participants (0.004% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.007% of 89,805,449 covered participants) - about $83,356 per participant (61% of the national average assets-per-participant) . Net income for plan year 2024 was -$43M.
This plan identity (EIN 951572209, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $263M to $524M (+99.1%) while covered participants moved from 3,348 to 6,283 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 3,348 | $263M | Open filing |
| 2023 | 3,185 | $567M | Open filing |
| 2024 · index core | 6,283 | $524M | 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 Pension Plan (Defined Benefit (Pension), $1.7B, 8,291 participants)
- Nestle USA, Inc. Hourly Retirement Savings Plan (401(k), $337M, 3,779 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Nestle Hourly Retirement Plan by total assets, not by location.
- The Pension Plan of Arrowood Indemnity Company (NC) $525M · 84
- Vns Health Care Pension Plan (NY) $525M · 3,448
- Graybar Electric Company, Inc. Pension Plan (MO) $525M · 3,334
- Ericsson US Pension Plan (TX) $526M · 508
Frequently Asked Questions
How did Nestle Hourly Retirement Plan assets move in 2024? ▼
How have Nestle USA, Inc. plan assets changed over time? ▼
Where does Nestle Hourly Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Nestle Hourly Retirement Plan? ▼
Next read for Nestle Hourly Retirement Plan
Filing takeaways
Ways to act on Nestle Hourly Retirement Plan's numbers.
- By total assets, Nestle Hourly Retirement 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 Ohio. Compare plans
- Nestle USA, Inc.'s sponsor-wide assets have grown 14.8% since 2022 across 3 plan years on file. More Manufacturing plans