Defined Benefit (Pension) · DOL Form 5500 · 2024
Nestle USA, Inc. Pension Plan
Data updated 2026-08-25
- $524M
- Total assets Above avg plan size
- 6,283
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $83,356
- Avg per participant Below avg balance/head
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.
- #17,018 in Manufacturing (17,777 peers)
Coverage in Ohio
Nestle Hourly Retirement Plan covers 6,283 participants in Ohio, 8.2x the typical Ohio plan (state average ~765 per filing). Assets: $524M.
- #17,018
- in Manufacturing (17,777 peers)
- -7.6%
- assets change YoY
- 5.3×
- vs typical plan assets (national mean)
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.
Nestle Hourly Retirement Plan's outsized position by total assets
Nestle Hourly Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$523,723,825 Top 3% higher than 97% 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 Hourly Retirement 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 Hourly Retirement Plan lands in the large band (6,283 participants).
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.
EBSA filing schedule strip
Filing strip 951572209 · Nestle USA, Inc. PY 2024 · Defined Benefit (Pension)
Nestle Hourly Retirement Plan · $524M · 6,283 · 97th
- VS-ST $524M
- VS-ST 6,283
- VS-ST 97th
- VS-ST Defined Benefit (Pension)
- VS-ST near The Pension Plan of Arrowood Indemnity Company
- VS-ST ind #17018
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 Hourly Retirement Plan in the asset neighbourhood
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.)
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 Hourly Retirement Plan
Nestle Hourly Retirement Plan reports $524M in end-of-year assets across 6,283 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $83,356 per participant (60% 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)
Nestle Hourly Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is The Pension Plan of Arrowood Indemnity Company in NC ($525M); by covered participants it is The Retirement Plan for Graham Holdings Company in VA (6,257 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($524M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,283 participants); asset peers above are excluded.
- The Retirement Plan for Graham Holdings Company (VA) 6,257 · 26 off
- Carpenters Pension Trust Fund of Kansas City (MO) 6,218 · 65 off
- Pension Plan for Employees at Ornl (TN) 6,357 · 74 off
- Willis-Knighton Medical Center Employees Retirement Plan (LA) 6,197 · 86 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.