Defined Benefit (Pension) · DOL Form 5500 · 2023

Rtx Corporation Pension Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
1,030
Participants Near avg headcount
85th
Percentile by assets National rank
$46,372
Avg per participant Low balance/head
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Official DOL plan name: Sundstrand De Puerto Rico Pension Plan · Sponsored by Rtx Corporation · Connecticut · Manufacturing

$48M in assets, 1,030 participants

Rtx Corporation's Sundstrand De Puerto Rico Pension Plan reported $48M in total assets and 1,030 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,694 in Manufacturing (18,722 peers)

Where Sundstrand De Puerto Rico Pension Plan sits by assets

Sundstrand De Puerto Rico Pension Plan sits in the top quartile of all filed plans by assets, $48M for 1,030 participants (~$46,372/participant), up 12.0% in 2023.

#14,694
in Manufacturing (18,722 peers)
+12.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sundstrand De Puerto Rico Pension Plan's outsized position by total assets

Sundstrand De Puerto Rico Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$47,763,499 Top 15% higher than 85% 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

Sundstrand De Puerto Rico Pension 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. Sundstrand De Puerto Rico Pension Plan lands in the large band (1,030 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sundstrand De Puerto Rico Pension Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sundstrand De Puerto Rico Pension Plan end-of-year assets rose from $43M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Sundstrand De Puerto Rico Pension Plan reported participants fell from 1,053 in the plan year 2022 filing to 1,030 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060570975 · Rtx Corporation PY 2023 · Defined Benefit (Pension)

Sundstrand De Puerto Rico Pension Plan · $48M · 1,030 · 85th

  • EBSA $48M
  • EBSA 1,030
  • EBSA 85th
  • EBSA Defined Benefit (Pension)
  • EBSA near Leupold & Stevens Employees' Pension Plan
  • EBSA ind #14694

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 Connecticut →

Sundstrand De Puerto Rico Pension Plan in the asset neighbourhood

United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension FundUnited Food & Commercial Wor…$48MArizona Laborers & Teamsters Pension Trust FundArizona Laborers & Teamsters…$48MFulton Fish Market Pension FundFulton Fish Market Pension F…$48MLeupold & Stevens Employees' Pension PlanLeupold & Stevens Employees'…$48MSundstrand De Puerto Rico Pension PlanSundstrand De Puerto Rico Pe…$48M
End-of-year total assets ($M) among Sundstrand De Puerto Rico Pension 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)$43M
Net Assets (End of Year)$48M
Net Income$5M
Employer EIN060570975
Plan Effective Date1992-05-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Rtx Corporation)

Sponsor-wide plan assets over time

All Rtx Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$100.3B 104.94132233153117% vs 2022
2024 filing year
$40B$60B$80B$100B$120B 202220232024 $49B $100B ▲ +104.9%
Year Plans Participants Total Assets
2022 4 90,087 $49.0B
2023 3 147,890 $96.6B
2024 3 162,089 $100.3B

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Sundstrand De Puerto Rico Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Sundstrand De Puerto Rico Pension Plan, Total assets ($B): 0.047763499 · Participants: 1030Sundstrand De Puerto Rico Pension PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Sundstrand De Puerto Rico Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Sundstrand De Puerto Rico Pension Plan side-by-side with 3 peers →

Sundstrand De Puerto Rico Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Leupold & Stevens Employees' Pension Plan in OR ($48M); by covered participants it is First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan in NC (1,030 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,030 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 Sundstrand De Puerto Rico Pension Plan assets move in 2023? ▼
Sundstrand De Puerto Rico Pension Plan grew at a solid clip - up 12.0% during 2023, from $43M to $48M. Reported net income was $5M.
How have Rtx Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rtx Corporation's sponsor-wide assets grew 104.9%, from $49.0B to $100.3B.
Where does Sundstrand De Puerto Rico Pension Plan rank by assets among Form 5500 filers? ▼
Sundstrand De Puerto Rico Pension Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sundstrand De Puerto Rico Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Leupold & Stevens Employees' Pension Plan in OR ($48M, 342 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sundstrand De Puerto Rico Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan in NC (1,030 participants, $1.0B 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 060570975.

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.