Original filing (PDF)20251008140904NAL0003067747001

GENERAL ELECTRIC COMPANY

Name: GENERAL ELECTRIC COMPANY — GE AEROSPACE RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: GENERAL ELECTRIC COMPANY

Form 5500

FILING_RECEIVED

GE AEROSPACE RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

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 collective trusts

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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GENERAL ELECTRIC COMPANY.

Plan sponsor

Name

GENERAL ELECTRIC COMPANY

DBA

OPERATING AS GE AEROSPACE

EIN

14-0689340all filings

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$1.1M	—

Investments

11 pooled funds· $8.2B(56% 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.

			% of plan
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%
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%
MID CAP EQUITY NL FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-0739802 / PN 001	Common Collective Trust	$569.9M	3.9%
RUSSELL 2000 INDEX NL FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-4299570 / PN 001	Common Collective Trust	$478.4M	3.2%
MERCER GE INTERNATIONAL EQUITY FUND MERCER TRUST COMPANY · EIN 83-1876913 / PN 045	Common Collective Trust	$319.3M	2.2%
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%