2023 Form 5500 filing — Textron Retirement Account Plan Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625082205NAL0007028545001) for Textron Retirement Account Plan Trust, reported by Textron, Inc. under EIN 05-0315468 and plan number 077. It reports 12,971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$332.3MReported net assets$332,291,759
Participants13K12,971
Provider compensation$191.9K2 Schedule C row(s)$191,915
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240625082205NAL0007028545001
- Plan sponsor
- Textron, Inc.
- EIN
- 05-0315468
- Plan number
- 077
- Location
- Providence, RI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$332.4M total assets
Net assets$332.3MLiabilities$97.4K
Full reported line items
- Total assets (EOY)
- $332,389,145
- Total liabilities (EOY)
- $97,386
- Net assets (EOY)
- $332,291,759
- Employer contributions
- $10,715,465
- Participant contributions
- $0
- Total income / additions
- $57,587,384
- Benefits paid
- $9,551,090
- Administrative expenses
- $204,098
- Total expenses
- $9,755,188
- Net increase / (decrease)
- $47,832,196
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $164,115 | $0 |
| Ernst & Young | ACCOUNTANT/AUDITOR | $27,800 | not reported in the loaded dataset |