Schneider Electric Usa, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Schneider Electric Usa, Inc. (EIN 36-2440683) is a plan sponsor located in Westmont, IL with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-2440683
Location
Westmont, IL
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Schneider Electric Usa, Inc.

  • 5 loaded plans hold $66M in reported assets.
  • The largest, Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 7,263 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$66MSummed across loaded plans$65,958,847
Total reported assets$66M$65,958,847
Total reported participants7.3K7,263
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$66M total assets
Net assets$66MLiabilities$0
Contributions & income
Employer contributions$3.8M
Participant contributions$3.9M
Total income / additions$16.9M
Expenses & distributions
Benefits paid / distributions$9.1M
Total expenses$9.2M
Net increase / (decrease)$7.7M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Retirement Savings Plan
Participants per plan1,453Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
    Plan #501 · 2,270 participants · 2023
  3. 3
    Plan #503 · 1,348 participants · 2023
  4. 4
    Plan #502 · 928 participants · 2023
  5. 5
    Plan #504 · 874 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Schneider Electric Usa, Inc.. Open one for its full reported snapshot.

  1. 2023
    Schneider Electric Usa, Inc. Severance Allowance Plan For Coordinated Bargaining Employees874 participants · 2No schedules
    View filing →
  2. 2023
    Schneider Electric Usa, Inc. Group Life And Health Plan For Coordinated Bargaining Employees928 participants · 2No schedules
    View filing →
  3. 2023
    Schneider Electric Usa, Inc. And Subsidiaries Employee Welfare Benefit Plan2,270 participants · 2No schedules
    View filing →
  4. 2023
    Schneider Electric Usa, Inc. Retiree Group Life And Health Plan For Coordinated Bargaining Employees1,348 participants · 2No schedules
    View filing →
  5. 2023
    Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Retirement Savings Plan1,843 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Schneider Electric Usa, Inc. report on Form 5500?
Schneider Electric Usa, Inc. (EIN 36-2440683) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Schneider Electric Usa, Inc.?
The Employer Identification Number (EIN) reported for Schneider Electric Usa, Inc. is 36-2440683.
What is the latest Form 5500 filing year for Schneider Electric Usa, Inc.?
The latest loaded Form 5500 filing year for Schneider Electric Usa, Inc. is 2023.

Related Form 5500 pages