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Original filing (PDF)20250715072518NAL0001829825001
BECTON DICKINSON AND COMPANY
Form 5500
FILING_RECEIVED
BD RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
9 service providers
Active participants
8,655
Accounts w/ balance
—
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
10 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 (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — 341% above peer band of 5 bps.
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 BECTON DICKINSON AND COMPANY.
Plan sponsor
Name
BECTON DICKINSON AND COMPANY
EIN
22-0760120
Address
1 BECTON DRIVE · FRANKLIN LAKES, NJ · 074171815
Phone
(201) 847-6800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE/CUSTODIAN | $824K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 22-2540245 | — | RECORDKEEPER | $66K | — |
Advisor / Consultant
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDMAN SACHS ASSET MANAGEMENT | 13-3575636 | — | INVESTMENT MANAGEMENT | $2.3M | — |
| RREEF MIDAMERICA LLC | 58-2364506 | — | INVESTMENT MANAGEMENT | $61K | — |
| WELLINGTON TRUST COMPANY | 04-2755549 | — | INVESTMENT MANAGEMENT | $55K | — |
| WILLIS TOWERS WATSON | 06-1078320 | — | ACTUARIAL | $43K | — |
| PRINCIPAL GLOBAL INVESTORS | 42-1479618 | — | INVESTMENT MANAGEMENT | $38K | — |
| STATE STREET RESEARCH & MANAGEMENT | 13-3142135 | — | INVESTMENT MANAGEMENT | $34K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLLAND & KNIGHT LLP | 59-0663819 | — | LEGAL | $253K | — |
Investments
10 pooled funds· $987.8M(59% 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 |
|---|---|---|---|
| SSGA RUSSELL 1000 IDX NL FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 160 | Common Collective Trust | $253.9M | 15.1% |
| GS COLLECTIVE TRUST INT DURATION CR THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 034 | Common Collective Trust | $246.6M | 14.7% |
| SSGA MSCI EAFE IDX NL FUND STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 241 | Common Collective Trust | $176.7M | 10.5% |
| NT COLLECTIVE SHORT TERM INVESTMENT NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 084 | Common Collective Trust | $145.1M | 8.6% |
| PINEBRIDGE HIGH YIELD CIT II PINEBRIDGE COLLECTIVE INVESTMENT TRUST · EIN 83-0686634 / PN 118 | Common Collective Trust | $49.1M | 2.9% |
| ROBECO GLOBAL EMERGING MKT EQUITY BOSTON PARTNERS TRUST COMPANY · EIN 32-0291796 / PN 001 | Common Collective Trust | $36.0M | 2.1% |
| EMERGING MARKETS EQUITY TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | $34.6M | 2.1% |
| WTC-CIF II OPPORTUNISTIC EMD WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 100 | Common Collective Trust | $24.6M | 1.5% |
| WTC-CTF EMERGING LOCAL DEBT WELLINGTON TRUST COMPANY, NA · EIN 27-2594633 / PN 001 | Common Collective Trust | $21.1M | 1.3% |
| TCW MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | $0 | <0.1% |