Defined Benefit (Pension) · DOL Form 5500 · 2023

Textron Inc. Pension Plan

Data updated 2026-08-25

$2.2B
Total assets Very large vs avg
2,800
Participants Above avg headcount
99th
Percentile by assets National rank
$800,858
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

$2.2B in assets, 2,800 participants

Textron Inc.'s Bell Helicopter Textron Master Retirement Plan reported $2.2B in total assets and 2,800 participants in its 2023 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.

  • #18,504 in Manufacturing (18,722 peers)

Where Bell Helicopter Textron Master Retirement Plan sits by assets

Bell Helicopter Textron Master Retirement Plan sits among the largest 1% of all filed plans, $2.2B for 2,800 participants (~$800,858/participant), up 5.1% in 2023.

#18,504
in Manufacturing (18,722 peers)
+5.1%
assets growth YoY
22×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$2,242,403,648 Top 1% higher than 99% of 127,068 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 2023

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

Plan-year 2023 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 (2,800 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bell Helicopter Textron Master Retirement Plan reported net income rose from -$552M in the plan year 2022 filing to $105M in the plan year 2023 filing.
  • Bell Helicopter Textron Master Retirement Plan reported participants fell from 2,995 in the plan year 2022 filing to 2,800 in the plan year 2023 filing.
  • Bell Helicopter Textron Master Retirement Plan end-of-year assets rose from $2.1B in the plan year 2022 filing to $2.2B in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 050315468 · Textron Inc. PY 2023 · Defined Benefit (Pension)

Bell Helicopter Textron Master Retirement Plan · $2.2B · 2,800 · 99th

  • BOY $2.2B
  • SCH 2,800
  • EBSA 99th
  • PART Defined Benefit (Pension)
  • TYPE near Equity-League Pension Trust Fund
  • NET ind #18504

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

Bell Helicopter Textron Master Retirement PlanBell Helicopter Textron Mast…$2.2BEquity-League Pension Trust FundEquity-League Pension Trust …$2.2BRetirement Accumulation Plan for Partners of PwcRetirement Accumulation Plan…$2.2BMichelin Retirement Plan$2.2BDirectors Guild of America-Producer Pension Plan Basic Benefit PlanDirectors Guild of America-P…$2.2B
End-of-year total assets ($B) among Bell Helicopter Textron Master Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$2.1B
Net Assets (End of Year)$2.2B
Net Income$105M
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. -200000200004000060000 0510152025 Total assets ($B) Participants Bell Helicopter Textron Master Retirement Plan, Total assets ($B): 2.242403648 · Participants: 2800Bell Helicopter Textron Master Retirement PlanThe Bank of America Pension Plan, Total assets ($B): 19.18921965 · Participants: 56519The Bank of America Pension PlanTextron Master Retirement Plan, Total assets ($B): 5.244382313 · Participants: 7320Textron Master Retirement PlanFactory Mutual Insurance Company Pension Plan, Total assets ($B): 2.905288129 · Participants: 3478Factory Mutual Insurance Company Pension PlanAmica Pension Fund, Total assets ($B): 1.772694319 · Participants: 2338Amica Pension FundCfg Pension Plan, Total assets ($B): 1.144438285 · Participants: 3296Cfg 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 Equity-League Pension Trust Fund in NY ($2.2B); by covered participants it is Georgia Stevedore Association International Longshoremen's Association Pension Plan in GA (2,804 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (2,800 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Bell Helicopter Textron Master Retirement Plan grew at a solid clip - up 5.1% during 2023, from $2.1B to $2.2B. Reported net income was $105M.
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 127,072 plans that reported assets for plan year 2023 (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 Equity-League Pension Trust Fund in NY ($2.2B, 22,936 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 Georgia Stevedore Association International Longshoremen's Association Pension Plan in GA (2,804 participants, $753M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.