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Original filing (PDF)20250710113207NAL0003450947001
TEXTRON INC.
Form 5500
FILING_RECEIVED
BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
2,461
Accounts w/ balance
—
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 11 bps in Schedule C fees — 122% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXTRON INC..
Plan sponsor
Name
TEXTRON INC.
EIN
05-0315468
Address
40 WESTMINSTER STREET · PROVIDENCE, RI · 029032525
Phone
(401) 421-2800
Industry
Manufacturingsee all
Plan administrator
Name
TEXTRON INC.
EIN
05-0315468
City
PROVIDENCE, RI
Phone
(401) 421-2800
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEXTRON INC. | 05-0315468 | — | ADMINISTRATOR | $1.7M | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | NONE | $677K | — |
| WILLIS TOWERS WATSON, LLC | 53-0181291 | — | NONE | $87K | — |
| ERNST & YOUNG | 34-6565596 | — | NONE | $74K | — |
| PROSKAUER ROSE, LLP | 35-1840454 | — | NONE | $29K | — |
Investments
1 pooled fund· $2.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TEXTRON INC. MASTER TRUST TEXTRON, INC. · EIN 13-3380685 / PN 001 | Master Trust | $2.3B | 100.0% |
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