Plan5500

Rtx Savings Plan Master Trust — Form 5500 plan (Rtx Corporation)

Plain-English plan 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, Rtx Savings Plan Master Trust is a benefit plan reported by Rtx Corporation under EIN 13-2950148 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $52,403,640,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$52.4BPlan net assets, end of year$52,396,777,000
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$95.2M39 Schedule C provider row(s)$95,242,711
Plan sponsor
Rtx Corporation
EIN
13-2950148
Plan number
001
Plan type
4
Location
Farmington, CT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    Participants not reported · 4Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$52.4B total assets
Net assets$52.4BLiabilities$6.9M
Money in vs. money out
Total income / additions$5.4B
Total expenses$106M
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$52,403,640,000
Total liabilities (EOY)
$6,863,000
Net assets (EOY)
$52,396,777,000
Net assets (BOY)
$48,592,090,000

Income & contributions

Total contributions
$0
Total income / additions
$5,400,842,000

Expenses & distributions

Benefits paid
$0
Administrative expenses
$105,569,000
Total expenses
$106,048,000
Net increase / (decrease)
$5,294,794,000
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Prudential$11.3M
    NONE · Direct $11.3M
  2. 2
    Loomis Sayles And Company, L.P.$10M
    NONE · Direct $10M
  3. 3
    Voya Investment Management Co.$7.9M
    NONE · Direct $7.9M · Indirect $0
  4. 4
    Alliance Bernstein$7.9M
    NONE · Direct $7.9M · Indirect $0
  5. 5
    Metlife$7.6M
    NONE · Direct $7.6M
  6. 6
    Alight Solutions LLC$7.2M
    NONE · Direct $7.2M · Indirect $0
  7. 7
    Nationwide Mutal Insurance Co.$7M
    NONE · Direct $7M
  8. 8
    Lincoln National Life Insurance Co$6.3M
    NONE · Direct $6.3M
  9. 9
    Equiable Financial Life Insurance$4.2M
    NONE · Direct $4.2M
  10. 10
    Jackson National Life Insurance Co$3.7M
    NONE · Direct $3.7M
  11. 11
    State Street Bank And Trust Co$3.5M
    TRUSTEE · Direct $3.5M · Indirect $0
  12. 12
    Earnest Partners$3M
    NONE · Direct $3M
  13. 13
    State Street Global Advisors$2.9M
    NONE · Direct $2.9M · Indirect $0
  14. 14
    Morningstar Investment Mgmt LLC$2.9M
    NONE · Direct $2.9M
  15. 15
    Jennison Associates LLC$2M
    NONE · Direct $2M
  16. 16
    T. Rowe Price$1.1M
    NONE · Direct $1.1M
  17. 17
    Schroder Investment Management$1M
    NONE · Direct $1M
  18. 18
    Blackrock Institutional Trust Co.$897K
    NONE · Direct $897K · Indirect $0
  19. 19
    Pershing LLC$888.8K
    NONE · Direct $0 · Indirect $888.8K
  20. 20
    Newretirement Inc$800K
    NONE · Direct $800K
  21. 21
    Pricewaterhousecoopers$666K
    NONE · Direct $666K
  22. 22
    Allspring Global Investments, LLC$395K
    NONE · Direct $395K
  23. 23
    Alight Financial Solutions, LLC$392.9K
    NONE · Direct $0 · Indirect $392.9K
  24. 24
    Invesco Advisers Inc$334K
    NONE · Direct $334K · Indirect $0
  25. 25
    Bridgewater Associates, Lp$231K
    NONE · Direct $231K · Indirect $0
  26. 26
    Aqr Capital Management$223K
    NONE · Direct $223K
  27. 27
    Partnercomm Inc.$208K
    NONE · Direct $208K
  28. 28
    Willis Towers Watson$168K
    NONE · Direct $168K
  29. 29
    Caserta Concepts LLC$115K
    NONE · Direct $115K
  30. 30
    Wells Capital Management$96K
    NONE · Direct $96K
  31. 31
    Portfolio Management Technology$86K
    NONE · Direct $86K
  32. 32
    Fidelity Investments$62K
    NONE · Direct $62K
  33. 33
    Social Finance, Inc.$54K
    NONE · Direct $54K
  34. 34
    Fiducia Optime, LLC$54K
    NONE · Direct $54K
  35. 35
    Alirt Insurance Research$53K
    NONE · Direct $53K
  36. 36
    Cannex$32K
    NONE · Direct $32K
  37. 37
    Tiger Express$21K
    NONE · Direct $21K
  38. 38
    Amaces Inc.$20K
    NONE · Direct $20K
  39. 39
    Land Graphics$9K
    NONE · Direct $9K

What to inspect next

Frequently asked questions

Who sponsors the Rtx Savings Plan Master Trust?
Rtx Savings Plan Master Trust is reported as sponsored by Rtx Corporation (EIN 13-2950148, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Rtx Savings Plan Master Trust?
The latest Form 5500 filing year loaded for Rtx Savings Plan Master Trust is 2023.
How many participants does Rtx Savings Plan Master Trust report?
The participant count for Rtx Savings Plan Master Trust is not reported in the loaded dataset.
What are the reported plan assets for Rtx Savings Plan Master Trust?
Rtx Savings Plan Master Trust reports $52,403,640,000 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages