Defined Benefit (Pension) · DOL Form 5500 · 2022

Textron Inc. Pension Plan

Data updated 2026-08-25

$2.1B
Total assets Very large vs avg
2,995
Participants Above avg headcount
99th
Percentile by assets National rank
$712,675
Avg per participant High balance/head
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Official DOL plan name: Bell Helicopter Textron Master Retirement Plan · Sponsored by Textron Inc. · Rhode Island · Manufacturing

$2.1B in assets, 2,995 participants

Textron Inc.'s Bell Helicopter Textron Master Retirement Plan reported $2.1B in total assets and 2,995 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #20,403 in Manufacturing (20,602 peers)

Coverage in Rhode Island

Bell Helicopter Textron Master Retirement Plan covers 2,995 participants in Rhode Island, 2.1x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $2.1B.

#20,403
in Manufacturing (20,602 peers)
-20.4%
assets change YoY
21×
vs typical plan assets (national mean)

The plan reported a net loss of $552M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bell Helicopter Textron Master Retirement Plan's outsized position by total assets

Bell Helicopter Textron Master Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,134,460,957 Top 1% higher than 99% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bell Helicopter Textron Master Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bell Helicopter Textron Master Retirement Plan lands in the large band (2,995 participants).

Published 5500 schedule card

Filing strip 050315468 · Textron Inc. PY 2022 · Defined Benefit (Pension)

Bell Helicopter Textron Master Retirement Plan · $2.1B · 2,995 · 99th

  • NET $2.1B
  • BOOK 2,995
  • VS-ST 99th
  • BOY Defined Benefit (Pension)
  • SCH near Phillips 66 Retirement Plan
  • EBSA ind #20403

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Rhode Island →

Bell Helicopter Textron Master Retirement Plan in the asset neighbourhood

Ernst & Young Defined Benefit Retirement PlanErnst & Young Defined Benefi…$2.1BRockwell Automation Pension PlanRockwell Automation Pension …$2.1BBell Helicopter Textron Master Retirement PlanBell Helicopter Textron Mast…$2.1BPhillips 66 Retirement Plan$2.1BFrontier Communications Pension PlanFrontier Communications Pens…$2.1B
End-of-year total assets ($B) among Bell Helicopter Textron Master Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$2.7B
Net Assets (End of Year)$2.1B
Net Income-$552M
Employer EIN050315468
Plan Effective Date1942-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Textron Inc.)

Sponsor-wide plan assets over time

All Textron Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14.4B 15.259876876730171% vs 2022
2024 filing year
$12B$13B$14B$15B 202220232024 $12.5B $14.4B ▲ +15.2%
Year Plans Participants Total Assets
2022 5 46,672 $12.5B
2023 5 46,843 $13.6B
2024 5 45,819 $14.4B

Nearby Defined Benefit (Pension) Plans in Rhode Island

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bell Helicopter Textron Master Retirement Plan vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 05101520 Total assets ($B) Participants Bell Helicopter Textron Master Retirement Plan, Total assets ($B): 2.134460957 · Participants: 2995Bell Helicopter Textron Master Retirement PlanThe Bank of America Pension Plan, Total assets ($B): 18.835300915 · Participants: 59906The Bank of America Pension PlanTextron Master Retirement Plan, Total assets ($B): 4.972448304 · Participants: 7702Textron Master Retirement PlanFactory Mutual Insurance Company Pension Plan, Total assets ($B): 2.658220492 · Participants: 3598Factory Mutual Insurance Company Pension PlanAmica Pension Fund, Total assets ($B): 1.727351006 · Participants: 2750Amica Pension FundCfg Pension Plan, Total assets ($B): 1.057335024 · Participants: 3600Cfg Pension Plan
Bell Helicopter Textron Master Retirement Plan vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants
Compare Bell Helicopter Textron Master Retirement Plan side-by-side with 3 peers →

Bell Helicopter Textron Master Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Rhode Island, the nearest Defined Benefit (Pension) by assets is Phillips 66 Retirement Plan in TX ($2.1B); by covered participants it is Protective Life Corporation Pension Plan in AL (2,996 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (2,995 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bell Helicopter Textron Master Retirement Plan assets move in 2022? ▼
Bell Helicopter Textron Master Retirement Plan declined sharply - down 20.4% during 2022, from $2.7B to $2.1B. Reported net income was -$552M.
How have Textron Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Textron Inc.'s sponsor-wide assets grew 15.3%, from $12.5B to $14.4B.
Where does Bell Helicopter Textron Master Retirement Plan rank by assets among Form 5500 filers? ▼
Bell Helicopter Textron Master Retirement Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Bell Helicopter Textron Master Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Phillips 66 Retirement Plan in TX ($2.1B, 11,398 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bell Helicopter Textron Master Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Protective Life Corporation Pension Plan in AL (2,996 participants, $307M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 050315468.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.