Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bombardier Aerospace (Holdings) USA Inc. · · Manufacturing

What the 2023 filing shows

Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates holds $439M for 1,025 participants — about $428,391 per participant, down 32.2% over the 2022 plan year.

$439M
total plan assets (2022 EOY)
1,025
covered participants
$428,391
avg assets per participant
-32.2%
assets change YoY

The plan reported a net loss of $211M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$439M
Participants
1,025
State
Industry
Manufacturing

What the Filing Says About Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates

Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates is a Defined Benefit (Pension) retirement plan sponsored by Bombardier Aerospace (Holdings) USA Inc., headquartered in . As of the 2022 Form 5500 filing, the plan reports $439M in total end-of-year assets and covers 1,025 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 475222722, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $648M at the beginning of 2022 to $439M at year-end — a decline of 32.2%. Net assets (after liabilities) closed the year at $436M, with reported net income of $-211,349,005 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$648M
Total Assets (End of Year)$439M
Net Assets (End of Year)$436M
Net Income$-211,349,005
Plan TypeDefined Benefit (Pension)
Employer EIN475222722
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bombardier Aerospace (Holdings) USA Inc.)

Year Plans Participants Total Assets
2022 2 3,096 $898M
2023 2 3,128 $1.0B
2024 2 3,293 $1.1B

Nearby Defined Benefit (Pension) Plans in

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

Frequently Asked Questions

How much money is in the Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates?
As of the 2022 Form 5500 filing, Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates holds $439M in total assets with 1,025 participants. It is sponsored by Bombardier Aerospace (Holdings) USA Inc..
What type of plan is Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates?
Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates is a Defined Benefit (Pension) plan. It has been effective since 2008-01-01. The plan is filed with the U.S. Department of Labor under EIN 475222722.
Who sponsors the Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates?
Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates is sponsored by Bombardier Aerospace (Holdings) USA Inc., located in . The sponsor's EIN is 475222722 and the plan operates in the Manufacturing industry.
How did Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates perform in 2022?
Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates declined by 32.2% during 2022, moving from $648M to $439M in total assets. Net income was $-211,349,005.
Where can I find official filings for Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates?
Official Form 5500 filings for Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 475222722 or plan name at efast.dol.gov.
How does Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates compare to other plans?
You can compare Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates against other Defined Benefit (Pension) plans on the plan type page, or view plans in on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 475222722.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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