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Employer · plans filed under one EIN

Schneider Electric Holdings, Inc.

Westmont, IL · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$5.34Bnet assets across plans
38,033participant records21,227 active
$122Memployer contributions, latest plan years$5,745 per active record
$7.4MSchedule C compensation to organisations$193.67 per participant record

3 retirement plans with 100 or more participants file Form 5500 under Schneider Electric Holdings, Inc.'s employer identification number (Westmont, Illinois). Their latest filings total 38,033 participant records and $5.34B in net assets.

The largest is Schneider Electric 401(k) Plan, a 401(k) plan with 29,760 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $122M and participant contributions $191M in the latest plan years; benefits paid were $1.19B. Schedule C compensation reported to service provider organisations totalled $7.4M.

Combined net assets moved from $1.57B in 2010 to $5.34B in 2024 (up 239%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Schneider Electric 401(k) Plan401(k) plan202429,760$5.06B$170,176$5,921$2.5M
Schneider Electric Pension Plandefined benefit pension plan20244,988$48.2M$9,657—$4.2M
Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plandefined benefit pension plan20243,285$230M$69,883—$617K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2010: $1.57B2011: $1.62B2012: $1.88B2013: $2.27B2014: $3.31B2015: $3.26B2016: $3.60B2017: $4.28B2018: $4.62B2019: $5.37B2020: $5.76B2021: $6.31B2022: $4.90B2023: $5.67B2024: $5.34B$1.57B$6.31B$5.34B20102012201620202024
Combined net assets
2010: 17,3582011: 17,8972012: 18,2912013: 19,9362014: 20,2602015: 25,8032016: 26,3902017: 29,4832018: 37,7092019: 37,4552020: 36,4562021: 37,0622022: 37,4912023: 38,0162024: 38,03317,35838,03320102012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024338,033$5.34B$122M$191M
2023338,016$5.67B$320M$173M
2022337,491$4.90B$98.4M$156M
2021337,062$6.31B$112M$142M
2020336,456$5.76B$83.7M$134M
2019337,455$5.37B$113M$137M
2018337,709$4.62B$83.2M$132M
2017329,483$4.28B$62.8M$128M
2016126,390$3.60B$76.2M$121M
2015125,803$3.26B$78.7M$125M
2014120,260$3.31B$75.7M$97.4M
2013119,936$2.27B$73.9M$91.4M
2012118,291$1.88B$68.8M$84.9M
2011117,897$1.62B$69.8M$81.8M
2010117,358$1.57B$68.4M$76.7M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Mercer (US), Inc.Consulting (general); Investment management; Actuarial2$2,280,949
Empower Advisory Group, LLCInvestment advisory (participants)1$1,813,916
Alight Solutions LLCOther services; Recordkeeping and information management2$1,672,812
Covington & Burling LLPConsulting (general)1$778,506
Empower Annuity Insurance CompanyRecordkeeping and information management; Participant loan processing1$629,486
Aon Investments USA Inc.Investment advisory (plan)1$102,271
Baker Tilly US LLPAccounting (including auditing)2$66,150
Crowe LLPAccounting (including auditing)2$21,625

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Mercer (US), Inc.$2.3M
Empower Advisory Group, LLC$1.8M
Alight Solutions LLC$1.7M
Covington & Burling LLP$779K
Empower Annuity Insurance Company$629K
Aon Investments USA Inc.$102K
Baker Tilly US LLP$66K
Crowe LLP$22K

Questions and answers

How many retirement plans does Schneider Electric Holdings, Inc. have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Schneider Electric 401(k) Plan, Schneider Electric Pension Plan and Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Schneider Electric Holdings, Inc. contribute to its plans?

$121,949,781 in employer contributions across these plans in their latest plan years, about $5,745 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Mercer (US), Inc., Empower Advisory Group, LLC, Alight Solutions LLC and Covington & Burling LLP and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.