Schneider Electric 401(K) Plan — Form 5500 plan (Schneider Electric Holdings, Inc.)
Plain-English plan 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 401(K) Plan is a benefit plan reported by Schneider Electric Holdings, Inc. under EIN 36-4141566 and plan number 301. The latest loaded filing year is 2023. The filing reports 27,310 participants and $4,631,420,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schneider Electric Holdings, Inc.
- EIN
- 36-4141566
- Plan number
- 301
- Plan type
- 2
- Location
- Westmont, IL
- Latest filing year
- 2023
- Participants
- 27,310
- End-of-year plan assets
- $4,631,420,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,310 | H, C | 20241011171615NAL0039614096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,631,420,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,631,420,941
- Net assets (BOY)
- $4,074,097,983
Income & contributions
- Employer contributions
- $109,508,231
- Participant contributions
- $173,063,025
- Total contributions
- $312,987,105
- Total income / additions
- $949,719,272
Expenses & distributions
- Benefits paid
- $390,109,189
- Administrative expenses
- $2,401,891
- Total expenses
- $392,585,660
- Net increase / (decrease)
- $557,133,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $1,544,203 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $842,826 | $0 | 2023 |
| Aon Investments Usa Inc | NONE | $153,062 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $10,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schneider Electric Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Westmont, IL
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- Qdro Consultants — Schedule C compensation