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Original filing (PDF)20251008140904NAL0003067747001
GENERAL ELECTRIC COMPANY
Form 5500
FILING_RECEIVED
GE AEROSPACE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
17% employer stock
Active participants
29,163
Accounts w/ balance
68,450
Plan assets (EOY)
$14.7B
Net assets (EOY)
$14.7B
How this plan invests
This plan
11 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 17% of plan in employer / sponsor stock.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL ELECTRIC COMPANY.
Plan sponsor
Name
GENERAL ELECTRIC COMPANY
DBA
OPERATING AS GE AEROSPACE
EIN
14-0689340
Address
1 NEUMANN WAY · EVENDALE, OH · 45215
Phone
(617) 443-3000
Industry
Manufacturingsee all
Plan administrator
Name
GENERAL ELECTRIC COMPANY
EIN
14-0689340
City
CINCINNATI, OH
Phone
(877) 554-3777
Plan characteristics
Plan number
334
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.1M | — |
Investments
9 direct securities · 11 pooled funds· $16.5B(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.
Uncategorized
$8.2B
9 holdings
Common Collective Trust
$8.2B
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Global Advisors Fund Management SSGA US Core Equity Fund | — | — | — | $2.3B | 15.7% | |
| EQUITY INDEX NL FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-4273359 / PN 001 | Common Collective Trust | — | — | $2.1B | 14.4% | |
| RUSSELL 1000 INDEX NL FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-0535593 / PN 001 | Common Collective Trust | — | — | $1.8B | 12.5% | |
| Corporate Stocks - Common General Electric Company GE Common Stock | — | — | — | $1.8B | 12.0% | |
| Collective Funds Collective Funds Blackrock Institutional Trust Company, N.A. Non-U.S. Equity Index Fund | — | — | — | $1.2B | 8.3% | |
| MSCI ACWI EX-US INDEX NL FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-2094921 / PN 001 | Common Collective Trust | — | — | $1.2B | 8.3% | |
| US DEBT INDEX NL FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-4086131 / PN 001 | Common Collective Trust | — | — | $1.1B | 7.2% | |
| Interest Bearing Cash State Street Global Advisors Trust Company Government Reserve Fund | — | — | — | $737.2M | 5.0% | |
| GE Vernova Inc. GE Vernova Common Stock | — | — | — | $703.5M | 4.8% | |
| MID CAP EQUITY NL FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-0739802 / PN 001 | Common Collective Trust | — | — | $569.9M | 3.9% | |
| Blackrock Institutional Trust Company, N.A. U.S. Small-Cap Equity Index Fund | — | — | — | $478.4M | 3.2% | |
| RUSSELL 2000 INDEX NL FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-4299570 / PN 001 | Common Collective Trust | — | — | $478.4M | 3.2% | |
| State Street Global Advisors Fund Management SSGA Small-Cap Equity Fund | — | — | — | $421.0M | 2.9% | |
| Registered Investment Companies State Street Global Advisors Fund Management SSGA Income Fund | — | — | — | $397.9M | 2.7% | |
| MERCER GE INTERNATIONAL EQUITY FUND MERCER TRUST COMPANY · EIN 83-1876913 / PN 045 | Common Collective Trust | — | — | $319.3M | 2.2% | |
| Blackrock Institutional Trust Company, N.A. U.S. Treasury Inflation-Protected Securities Index Fund | — | — | — | $216.6M | 1.5% | |
| US TIPS NL FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-0535692 / PN 001 | Common Collective Trust | — | — | $216.6M | 1.5% | |
| STATE STREET CUSTOM SHORT TERM NL S STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 062 | Common Collective Trust | — | — | $181.0M | 1.2% | |
| BLACKROCK DEV RE INDEX NL FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-4102422 / PN 001 | Common Collective Trust | — | — | $147.1M | 1.0% | |
| COMMODITY INDEX DAILY FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-4616854 / PN 001 | Common Collective Trust | — | — | $35.2M | 0.2% |