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Original filing (PDF)20250630204040NAL0028207634001
BECTON, DICKINSON AND COMPANY
Form 5500
FILING_RECEIVED
BD 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
21,926
Accounts w/ balance
30,570
Plan assets (EOY)
$5.8B
Net assets (EOY)
$5.8B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: BD DEFINED CONTRIBUTION PLAN MST TR (no filing on disk)]" is 100% of plan.
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 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
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2P · Leveraged ESOP
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $503K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | CONSULTANT | $30K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLLAND AND KNIGHT | 59-0663819 | — | LEGAL | $105K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER ZINN | 27-1234956 | — | 0THER SERVICES | $16K | — |
Investments
1 pooled fund· $5.7B(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BD DEFINED CONTRIBUTION PLAN MST TR BECTON, DICKINSON AND COMPANY · EIN 22-0760120 / PN 001 | Master Trust | — | — | $5.7B | 97.7% |