Schneider Electric Holdings 401(k) and pension plans

Schneider Electric Holdings, Inc., Westmont, IL. EIN 36-4141566. Annual reports 2009–2024. Also filed as Telvent DTN, Inc.; Telvent DTN, LLC; Schneider Electric Holdings, Inc; Invensys Inc.

Schneider Electric Holdings, Inc. has 4 active retirement plans on file. The largest is the Schneider Electric 401(k) Plan, with 29,760 participants and $5.1 billion in assets in 2024. Empower has been its recordkeeper since 2022.

Active plans
4
Participants
38,033
Plan assets
$5.3 billion
401(k) recordkeeper
Empower
Plans on file
9
Industry
Manufacturing

All 9 plans

Active plans first

Schneider Electric 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
301Employer EIN 36-4141566
Participants (2024)
29,760
Net assets (2024)
$5.1 billion
Recordkeeper
EmpowerEarlier: Vanguard (2010–2021)
Plan administrator
Schneider Electric Benefits Committee
1111 Pasquinelli Drive
Westmont, IL 60559
(877) 248-2998As filed for 2024
In effect since
January 1, 2010

Plans merged into this one: Pelco Profit SHARING/401(k) Plan (2009); Schneider Electric Telvent 401(k) Plan (2016); Invensys 401(k) Plan (2014); Square D Company Employees' Retirement Savings Plan (2009); Ram Industries 401(k) Plan (2009); Industrial Repair Services 401(k) Plan (2018).

Year by year, 2010 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202429,760$5.1 billionEmpower
202328,015$4.6 billionEmpower
202227,304$4.1 billionEmpower
202126,687$5.2 billionVanguard
202025,954$4.6 billionVanguard
201926,817$4.3 billionVanguard
201826,955$3.7 billionVanguard
201724,774$3.9 billionVanguard
201626,390$3.6 billionVanguard
201525,803$3.3 billionVanguard
201420,260$3.3 billionVanguard
201319,936$2.3 billionVanguard
201218,291$1.9 billionVanguard
201117,897$1.6 billionVanguard
201017,358$1.6 billionVanguard

Schneider Electric Pension Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
004Employer EIN 36-4141566
Participants (2024)
4,988
Net assets (2024)
$48.2 million
Administered by
Alight2023
Plan administrator
Schneider Electric Benefits Committee
1111 Pasquinelli Drive
Westmont, IL 60559
(877) 248-2998As filed for 2024
In effect since
March 11, 1989

Plans merged into this one: Schneider Electric USA, Inc. Pension Plan (2018).

Earlier sponsor: Invensys Inc. (2009–2016).

Earlier plan names: Measurement & Flow Control, Inc. Union Retirement Plan; Measurement and Flow Control, Inc. Union Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20244,988$48.2 millionnot listed
20236,639$786 millionAlight
20226,714$568 millionnot listed
20216,764$772 millionnot listed
20206,806$792 millionnot listed
20196,859$746 millionnot listed
20186,902$648 millionnot listed
2017780$26.6 millionnot listed
2016802$25.3 millionnot listed
2015817$25.1 millionnot listed
2014834$27.4 millionnot listed
2013867$26.4 millionnot listed
2012882$27.0 millionnot listed
2011948$25.5 millionnot listed
2010947$22.2 millionnot listed
20091,003$20.0 millionnot listed

Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
203Employer EIN 36-4141566
Participants (2024)
3,285
Net assets (2024)
$230 million
Administered by
AlightEarlier: Citistreet (2011–2013), K&M Printing (2010), K & M Printing (2009)
Plan administrator
Schneider Electric Benefits Committee
1111 Pasquinelli Drive
Westmont, IL 60559
(877) 248-2998As filed for 2024
In effect since
January 1, 1996

Earlier sponsor: Schneider Electric USA, Inc. (2009–2016).

Earlier plan names: Square D Company Coordinated Bargaining Employees' Pension Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,285$230 millionAlight
20233,362$253 millionAlight
20223,473$261 millionnot listed
20213,611$351 millionnot listed
20203,696$332 millionnot listed
20193,779$320 millionnot listed
20183,852$289 millionnot listed
20173,929$325 millionnot listed
20164,012$310 millionnot listed
20154,396$319 millionnot listed
20144,511$331 millionnot listed
20135,018$320 millionCitistreet
20125,054$300 millionCitistreet
20115,222$270 millionCitistreet
20105,222$274 millionK&M Printing
20095,258$256 millionK & M Printing

Invensys Pension Plan

Pension (defined benefit), frozenActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number
005Employer EIN 36-4141566
Participants (2024)
0
Net assets (2024)
$543,607
Plan administrator
Schneider Electric Benefits Committee
1111 Pasquinelli Drive
Westmont, IL 60559
(877) 248-2998As filed for 2024
In effect since
January 1, 1973

Plans merged into this one: Invensys Pension Plan (2017).

Earlier sponsor: Invensys, Inc. (2009–2016).

Earlier plan names: Apv Pension Plan for Certain Hourly Employees; Apv Pension Plan for Certain Hourly Ees; Apv/Invensys Pension Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20240$543,607not listed
20230$9.2 millionnot listed
20225,412$553 millionnot listed
20216,894$795 millionnot listed
20207,222$763 millionnot listed
20197,349$690 millionnot listed
20187,332$607 millionnot listed
2017n/a$1.0 billionnot listed
2016448$21.2 millionnot listed
2015458$21.3 millionnot listed
2014469$23.9 millionnot listed
2013549$25.4 millionnot listed
2012560$26.6 millionnot listed
2011570$25.7 millionnot listed
2010581$23.0 millionnot listed
2009587$21.2 millionnot listed

Schneider Electric USA, Inc. Pension Plan

Pension (defined benefit), frozenMerged

Merged. In 2018 its assets moved to the Schneider Electric Pension Plan, sponsored by Schneider Electric Holdings, Inc. (EIN 36-4141566, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number
099Employer EIN 36-4141566
Participants (2017)
11,294
Net assets (2017)
$974 million
Last listed administrator
CitistreetEarlier: Citi Street (2012), Citistreet (2011), K&M Printing (2010), K & M Printing (2009)
Plan administrator
Schneider Electric Benefits Committee
200 N Martingale Road, Suite 1000
Schaumburg, IL 60173
(847) 397-2600As filed for 2018
In effect since
March 31, 1943

Plans merged into this one: Square D Company Consolidated Hourly Pension Plan (2009).

Earlier sponsor: Schneider Electric USA, Inc. (2009–2016).

Earlier plan names: Square D Company Salaried Employees' Pension Plan.

Year by year, 2009 to 2018
Plan yearParticipantsNet assetsRecordkeeper
20180$0not listed
201711,294$974 millionnot listed
201611,388$894 millionnot listed
201512,442$921 millionnot listed
201412,510$951 millionnot listed
201314,685$919 millionCitistreet
201214,775$841 millionCiti Street
201114,959$784 millionCitistreet
201015,166$794 millionK&M Printing
200915,543$677 millionK & M Printing

Invensys Pension Plan

Pension (defined benefit), frozenMerged

Merged. In 2017 its assets moved to the Apv/Invensys Pension Plan, sponsored by Schneider Electric Holdings, Inc. (EIN 36-4141566, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number
003Employer EIN 36-4141566
Participants (2016)
24,735
Net assets (2016)
$1.3 billion
Plan administrator
Administrative Committee C/O Schneider Electric
38 Neponset Ave
Foxboro, MA 02035
(508) 549-6899As filed for 2017
In effect since
May 30, 1970

Earlier sponsor: Invensys Inc. (2009–2016).

Year by year, 2009 to 2017
Plan yearParticipantsNet assetsRecordkeeper
20170$0not listed
201624,735$1.3 billionnot listed
201525,516$1.3 billionnot listed
201425,958$1.4 billionnot listed
201328,255$1.4 billionnot listed
201232,010$1.5 billionnot listed
201136,327$1.6 billionnot listed
201037,412$1.4 billionnot listed
200937,968$1.2 billionnot listed

Schneider Electric Telvent 401(k) Plan

401(k)Merged

Merged. In 2016 its assets moved to the Schneider Electric 401(k) Plan, sponsored by Schneider Electric Holdings, Inc. (EIN 36-4141566, plan 301). Accounts moved with them, so that plan is the one to contact.

Plan number
306Employer EIN 36-4141566
Participants (2015)
1,652
Net assets (2015)
$129 million
Recordkeeper
VanguardEarlier: Wells Fargo (2011–2012)
Plan administrator
Schneider Electric Benefits Committee
200 N Martingale Road, Suite 100
Schaumburg, IL 60173
(847) 397-2600As filed for 2016
In effect since
January 31, 2003

Plans merged into this one: Schneider Electric Telvent DTN 401(k) Plan (2014).

Earlier sponsor: Telvent USA, Inc. (2009–2013).

Earlier plan names: The Telvent Savings Plan; Telvent Savings Plan; Telvent Miner & Miner, Inc. 401(k) Plan; Telvent USA, LLC Savings Plan.

Year by year, 2009 to 2016
Plan yearParticipantsNet assetsRecordkeeper
20160$0Vanguard
20151,652$129 millionVanguard
20141,594$121 millionVanguard
2013796$40.6 millionnot listed
2012250$14.4 millionWells Fargo
2011259$12.0 millionWells Fargo
2010743$28.7 millionnot listed
2009698$23.0 millionnot listed

Schneider Electric Telvent DTN 401(k) Plan

401(k)Merged

Merged. In 2014 its assets moved to the Schneider Electric Telvent USA 401(k) Plan, sponsored by Schneider Electric Holdings, Inc. (EIN 36-4141566, plan 306). Accounts moved with them, so that plan is the one to contact.

Plan number
307Employer EIN 36-4141566
Participants (2013)
839
Net assets (2013)
$55.2 million
Recordkeeper
VanguardEarlier: Wells Fargo (2009–2013)
Plan administrator
Schneider Electric Holdings, Inc
1415 Roselle Road
Palatine, IL 60067
(952) 882-4343As filed for 2014
In effect since
July 1, 1988

Earlier sponsor: Telvent DTN, Inc. (2009–2013).

Earlier plan names: Telvent DTN 401(k) Savings Plan.

Year by year, 2009 to 2014
Plan yearParticipantsNet assetsRecordkeeper
20140$0Vanguard
2013839$55.2 millionWells Fargo
2012844$43.7 millionWells Fargo
2011865$37.1 millionWells Fargo
2010839$37.3 millionWells Fargo
2009839$30.9 millionWells Fargo

Pelco Profit SHARING/401(k) Plan

401(k)Merged

Merged. In 2009 its assets moved to the Schneider Electric 401K Plan, sponsored by Schneider Electric Holdings, Inc. (EIN 36-4141566, plan 301). Accounts moved with them, so that plan is the one to contact.

Plan number
001Employer EIN 36-4141566
Recordkeeper
Vanguard2009
Plan administrator
Schneider Electric Holdings, Inc.
3500 Pelco Way
Clovis, CA 93612
(559) 292-1981As filed for 2009
In effect since
February 1, 1990

If you had money in one of these plans

  1. Call Empower (empower.com), which runs the Schneider Electric 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((877) 248-2998). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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