2023 Form 5500 filing — Schneider Electric 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011171615NAL0039614096001) for Schneider Electric 401(K) Plan, reported by Schneider Electric Holdings, Inc. under EIN 36-4141566 and plan number 301. It reports 27,310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011171615NAL0039614096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schneider Electric Holdings, Inc.
- EIN
- 36-4141566
- Plan number
- 301
- Location
- Westmont, IL
- Participants
- 27,310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,631,420,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,631,420,941
- Employer contributions
- $109,508,231
- Participant contributions
- $173,063,025
- Total income / additions
- $949,719,272
- Benefits paid
- $390,109,189
- Administrative expenses
- $2,401,891
- Total expenses
- $392,585,660
- Net increase / (decrease)
- $557,133,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $1,544,203 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $842,826 | $0 |
| Aon Investments Usa Inc | NONE | $153,062 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $10,800 | not reported in the loaded dataset |