401(k) · DOL Form 5500 · 2023

Rtx Corporation 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
2,474
Participants Above avg headcount
91st
Percentile by assets National rank
$38,841
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rtx Puerto Rico Savings Plan · Sponsored by Rtx Corporation · Puerto Rico · Manufacturing

$96M in assets, 2,474 participants

Rtx Corporation's Rtx Puerto Rico Savings Plan reported $96M in total assets and 2,474 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,177 in Manufacturing (18,722 peers)

Coverage in Puerto Rico

Rtx Puerto Rico Savings Plan covers 2,474 participants in Puerto Rico, 28x the typical Puerto Rico plan (state average ~89 per filing). Assets: $96M.

#16,177
in Manufacturing (18,722 peers)
+32.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Rtx Puerto Rico Savings Plan's outsized position by total assets

Rtx Puerto Rico Savings Plan vs every filed plan by assets

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

$96,092,050 Top 9% higher than 91% 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

Rtx Puerto Rico Savings 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. Rtx Puerto Rico Savings Plan lands in the large band (2,474 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rtx Puerto Rico Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Rtx Puerto Rico Savings Plan end-of-year assets rose from $73M in the plan year 2022 filing to $96M in the plan year 2023 filing.
  • Rtx Puerto Rico Savings Plan reported participants rose from 2,183 in the plan year 2022 filing to 2,474 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363823933 · Rtx Corporation PY 2023 · 401(k)

Rtx Puerto Rico Savings Plan · $96M · 2,474 · 91st

  • SCH $96M
  • EBSA 2,474
  • PART 91st
  • TYPE 401(k)
  • NET near Jm Eagle Employees 401(k) Savings Plan
  • BOOK ind #16177

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 Puerto Rico →

Rtx Puerto Rico Savings Plan in the asset neighbourhood

Wilson & Company 401(k) Plan$96MRtx Puerto Rico Savings Plan$96MJm Eagle Employees 401(k) Savings PlanJm Eagle Employees 401(k) Sa…$96MQsc, LLC 401(k) Retirement Savings PlanQsc, LLC 401(k) Retirement S…$96MAbacus Technology Corporation 401(k) Plan and TrustAbacus Technology Corporatio…$96M
End-of-year total assets ($M) among Rtx Puerto Rico Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$96M
Net Income$23M
Employer EIN363823933
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
$127M 74.08503088591227% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $72.7M $127M ▲ +74.1%
Year Plans Participants Total Assets
2022 1 2,183 $73M
2023 1 2,474 $96M
2024 1 2,665 $127M

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rtx Puerto Rico Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 0100200300400 Total assets ($M) Participants Rtx Puerto Rico Savings Plan, Total assets ($M): 96.09205 · Participants: 2474Rtx Puerto Rico Savings PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Rtx Puerto Rico Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Rtx Puerto Rico Savings Plan side-by-side with 3 peers →

Rtx Puerto Rico Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Jm Eagle Employees 401(k) Savings Plan in CA ($96M); by covered participants it is Empres Healthcare 401(k) Plan in NJ (2,474 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($96M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,474 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 Rtx Puerto Rico Savings Plan assets move in 2023? ▼
Rtx Puerto Rico Savings Plan surged - up 32.2% during 2023, from $73M to $96M. Reported net income was $23M.
How have Rtx Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rtx Corporation's sponsor-wide assets grew 74.1%, from $73M to $127M.
Where does Rtx Puerto Rico Savings Plan rank by assets among Form 5500 filers? ▼
Rtx Puerto Rico Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rtx Puerto Rico Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jm Eagle Employees 401(k) Savings Plan in CA ($96M, 1,547 participants).
Which 401(k) plans cover a similar participant headcount to Rtx Puerto Rico Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Empres Healthcare 401(k) Plan in NJ (2,474 participants, $14M 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 363823933.

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.