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Original filing (PDF)20250630204405NAL0006742403001
BECTON, DICKINSON & COMPANY
Form 5500
FILING_RECEIVED
BD DEFINED CONTRIBUTION PLAN MASTER TRUST
Employee benefit plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$5.8B
Net assets (EOY)
$5.8B
How this plan invests
This plan
29 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BECTON, DICKINSON & COMPANY.
Plan sponsor
Name
BECTON, DICKINSON & COMPANY
EIN
22-0760120
Address
1 BECTON DRIVE · FRANKLIN LAKES, NJ · 074171815
Phone
(201) 847-6800
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
100
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | INV. ADVISORY | $1.7M | — |
Investments
22 direct securities · 29 pooled funds· $5.8B(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.
Common Collective Trust
$4.9B
29 holdings
Uncategorized
$983.0M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COMMON S&P 500 INDEX FUND NORTHERN TRUST INVESTMENTS · EIN 36-7197064 / PN 001 | Common Collective Trust | 3,588,231,604 | — | $967.4M | 16.7% | |
| FID GR CO POOL CL F FID MGMT TRUST CO · EIN 04-3022712 / PN 135 | Common Collective Trust | 8,029,679.167 | — | $569.9M | 9.8% | |
| BR LIFEPATH PAYCHECK 2040 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1896554 / PN 001 | Common Collective Trust | — | — | $420.1M | 7.3% | |
| BR LIFEPATH PAYCHECK 2045 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1868644 / PN 001 | Common Collective Trust | — | — | $392.9M | 6.8% | |
| NT COMMON S&P 400 INDEX FUND NORTHERN TRUST INVESTMENTS · EIN 36-7197064 / PN 001 | Common Collective Trust | 1,709,276.11 | — | $329.9M | 5.7% | |
| BD STOCK FUND | — | — | — | $309.1M | 5.3% | |
| BR LIFEPATH PAYCHECK 2050 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1868497 / PN 001 | Common Collective Trust | — | — | $285.7M | 4.9% | |
| BR LIFEPATH PAYCHECK 2033 INCOME BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-2794779 / PN 001 | Common Collective Trust | — | — | $268.0M | 4.6% | |
| BR LIFEPATH PAYCHECK 2035 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1896655 / PN 001 | Common Collective Trust | — | — | $262.6M | 4.5% | |
| BR LIFEPATH PAYCHECK 2030 INCOME BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1652832 / PN 001 | Common Collective Trust | — | — | $225.7M | 3.9% | |
| BR LIFEPATH PAYCHECK 2055 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1837206 / PN 001 | Common Collective Trust | — | — | $217.2M | 3.8% | |
| BR LIFEPATH PAYCHECK 2027 INCOME BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1653383 / PN 001 | Common Collective Trust | — | — | $187.7M | 3.2% | |
| ENHANCED US SMALL CAP BLEND SL SF STATE STREET BANK AND TRUST · EIN 90-0337987 / PN 115 | Common Collective Trust | — | — | $170.5M | 2.9% | |
| BR LIFEPATH PAYCHECK 2060 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1836986 / PN 001 | Common Collective Trust | — | — | $116.0M | 2.0% | |
| BR LIFEPATH PAYCHECK 2024 INCOME BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1677996 / PN 001 | Common Collective Trust | — | — | $112.9M | 1.9% | |
| NT COMMON ACWI IMI FUND NORTHERN TRUST INVESTMENTS · EIN 26-6380133 / PN 001 | Common Collective Trust | 655,248.772 | — | $98.4M | 1.7% | |
| BAIRD AGGR BOND INST | — | 7,608,053.258 | — | $73.4M | 1.3% | |
| INVESCO FIXED INCOME | — | — | — | $70.2M | 1.2% | |
| TRANSAMERICA LIFE INS | — | — | — | $70.2M | 1.2% | |
| PRUDENTIAL INS CO AMERICA | — | — | — | $70.0M | 1.2% | |
| BR LIFEPATH PAYCHECK 2021 INCOME BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1724470 / PN 001 | Common Collective Trust | — | — | $69.9M | 1.2% | |
| RGA REINSURANCE COMPANY | — | — | — | $69.7M | 1.2% | |
| VANG INTL GROWTH ADM | — | 671,489.824 | — | $68.2M | 1.2% | |
| METROPOLITAN LIFE INC CO | — | — | — | $65.3M | 1.1% | |
| BR LIFEPATH PAYCHECK RET 40-60 BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1778290 / PN 001 | Common Collective Trust | — | — | $62.1M | 1.1% | |
| DH LARGE CAP Y | — | 1,853,942.963 | — | $59.9M | 1.0% | |
| VOYA | — | — | — | $53.8M | 0.9% | |
| BR LIFEPATH PAYCHECK 2065 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1809946 / PN 001 | Common Collective Trust | — | — | $32.2M | 0.6% | |
| BR LIFEPATH PAYCHECK 2018 INCOME BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1724664 / PN 001 | Common Collective Trust | — | — | $14.2M | 0.2% | |
| BTC LPATH IDX 2040 N | — | 679,912.082 | — | $12.4M | 0.2% | |
| LIFEPATH INDEX 2040 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1532549 / PN 001 | Common Collective Trust | — | — | $12.4M | 0.2% | |
| LIFEPATH INDEX 2035 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1513534 / PN 001 | Common Collective Trust | — | — | $12.2M | 0.2% | |
| BTC LPATH IDX 2035 N | — | 713,344.612 | — | $12.2M | 0.2% | |
| LIFEPATH INDEX 2045 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1546506 / PN 001 | Common Collective Trust | — | — | $10.4M | 0.2% | |
| BTC LPATH IDX 2045 N | — | 544,581.18 | — | $10.4M | 0.2% | |
| NATIONWIDE LIFE INS CO | — | — | — | $10.3M | 0.2% | |
| BTC LPATH IDX 2030 N | — | 528,646.299 | — | $8.4M | 0.1% | |
| LIFEPATH INDEX 2030 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1498398 / PN 001 | Common Collective Trust | — | — | $8.4M | 0.1% | |
| BTC LPATH IDX RET N | — | 429,774.557 | — | $6.1M | 0.1% | |
| LIFEPATH INDEX RETIREMENT FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1458076 / PN 001 | Common Collective Trust | — | — | $6.1M | 0.1% | |
| BTC LPATH IDX 2050 N | — | 222,576.022 | — | $4.4M | <0.1% | |
| LIFEPATH INDEX 2050 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1562543 / PN 001 | Common Collective Trust | — | — | $4.4M | <0.1% | |
| VANG VMMR-FED MMKT | — | 3,314,187.01 | — | $3.3M | <0.1% | |
| LIFEPATH INDEX 2055 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1578259 / PN 001 | Common Collective Trust | — | — | $2.8M | <0.1% | |
| BTC LPATH IDX 2055 N | — | 141,360.37 | — | $2.8M | <0.1% | |
| BTC LPATH IDX 2060 N | — | 107,812.091 | — | $2.2M | <0.1% | |
| LIFEPATH INDEX 2060 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1592041 / PN 001 | Common Collective Trust | — | — | $2.2M | <0.1% | |
| BR LIFEPATH PAYCHECK RET 50-50 BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1809696 / PN 001 | Common Collective Trust | — | — | $1.0M | <0.1% | |
| FIDELITY STIF | — | — | — | $528K | <0.1% | |
| MIP CL 1 | — | 49.23 | — | $49 | <0.1% | |
| LIFEPATH INDEX 2025 FUND N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1483157 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |