Employers › RTX
Recordkeeping fees per participant · RTX Savings Plan · plan year 2024
$44.23
Higher than 74% of the 790 plans over $1B that report it.
= $9,376,000 / 211,992
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013222127NAL0000968995001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013222127NAL0000968995001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$44.54
Higher than 50% of the 1,045 plans over $1B that report it.
= $9,443,000 / 211,992
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013222127NAL0000968995001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013222127NAL0000968995001, received 2025-10-13
Administrative expenses per participant
$46.65
Higher than 27% of the 1,076 plans over $1B that report it.
= $9,889,000 / 211,992
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013222127NAL0000968995001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013222127NAL0000968995001, received 2025-10-13
Administrative expenses as a share of assets
0.017%
Higher than 14% of the 1,076 plans over $1B that report it.
= $9,889,000 / $58,647,425,000
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013222127NAL0000968995001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013222127NAL0000968995001, received 2025-10-13
Employer contributions per participant
$5,105
Higher than 69% of the 1,135 plans over $1B that report it.
= $1,082,185,000 / 211,992
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013222127NAL0000968995001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013222127NAL0000968995001, received 2025-10-13
Employer share of total contributions
38.5%
Higher than 70% of the 1,135 plans over $1B that report it.
= $1,082,185,000 / $2,807,974,000
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013222127NAL0000968995001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013222127NAL0000968995001, received 2025-10-13
99.3% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $94,391,000 ($491.91 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Eligibility
“Eligible participants of the Company are generally eligible to participate in the Plan immediately upon employment with RTX.”
Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, general (fallback) · source document
Automatic enrollment
“Certain new participants in the Plan are automatically enrolled at a pre-tax deferral rate of 6% of eligible compensation, per the provisions of the Plan.”
Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, general · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2H partially participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2P · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013222127NAL0000968995001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | RTX CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Plan name | RTX SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Sponsor EIN / plan number | 06-0570975 / 017 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Sponsor location | FARMINGTON, CT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Industry (business code) | 336410, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Participants, beginning of year | 217,393 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Active participants | 123,327 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Participants, end of year | 214,241 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Participants with an account balance | 211,992 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Total assets, beginning of year | $52,759,784,000 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Total assets, end of year | $58,647,425,000 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Net assets, end of year | $58,636,888,000 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Total income | $10,870,900,000 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Net income | $5,889,164,000 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Employer contributions | $1,082,185,000 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Participant contributions | $1,725,789,000 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Total contributions | $2,807,974,000 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Benefit payments | $4,974,262,000 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $4,981,736,000 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Total administrative expenses | $9,889,000 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Recordkeeping fees | $9,376,000 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Investment advisory and management fees | $446,000 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Administrative expenses excluding investment management | $9,443,000 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Held in master trusts | $58,255,615,000 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013222127NAL0000968995001, received 2025-10-13 |
| Independent auditor | PRICEWATERHOUSECOOPERS | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013222127NAL0000968995001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013222127NAL0000968995001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLCrecordkeeper | NONE | 15 Recordkeeping and information management; 50 Direct payment from the plan | $9,376,000 | no |
| STATE STREET BANK AND TRUST CO | NONE | 28 Investment management; 50 Direct payment from the plan | $446,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013222127NAL0000968995001, received 2025-10-13.
RTX SAVINGS PLAN MASTER TRUST (EIN 132950148, PN 001): plan interest $58,255,615,000, 100.0% of the trust. The trust's own filing (20251014172610NAL0001702547001, received 2025-10-14) reports net assets $58,255,615,000, administrative expenses $94,391,000, recordkeeping fees $7,449,000, investment management fees $34,263,000 and 36 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| PRUDENTIAL | 23 50 | $12,532,000 | $12,532,000 |
| VOYA INVESTMENT MANAGEMENT CO. | 28 51 68 | $9,511,000 | $9,511,000 |
| ALLIANCE BERNSTEIN | 28 51 68 | $8,107,000 | $8,107,000 |
| METLIFE | 23 50 67 | $7,556,000 | $7,556,000 |
| ALIGHT SOLUTIONS LLCrecordkeeper | 15 50 | $7,449,000 | $7,449,000 |
| NATIONWIDE MUTAL INSURANCE CO. | 23 50 | $7,268,000 | $7,268,000 |
| LINCOLN NATIONAL LIFE INSURANCE CO | 23 50 | $6,475,000 | $6,475,000 |
| MORNINGSTAR INVESTMENT MGMT LLC | 28 51 | $4,784,000 | $4,784,000 |
| EQUITABLE FINANCIAL LIFE INSURANCE | 23 50 | $4,221,000 | $4,221,000 |
| JACKSON NATIONAL LIFE INSURANCE CO | 23 50 | $3,864,000 | $3,864,000 |
| LOOMIS SAYLES AND COMPANY, L.P. | 28 51 | $3,621,000 | $3,621,000 |
| STATE STREET BANK AND TRUST CO | 25 28 50 51 62 63 99 | $2,275,000 | $2,275,000 |
| T. ROWE PRICE | 28 51 | $1,583,000 | $1,583,000 |
| EARNEST PARTNERS | 28 51 | $1,539,000 | $1,539,000 |
| STATE STREET GLOBAL ADVISORS | 18 19 28 51 52 | $1,416,000 | $1,416,000 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $52,759,784,000 | $58,647,425,000 | 11.2% |
| Participants with a balance | 214,611 | 211,992 | -1.2% |
| Administrative expenses | $8,040,000 | $9,889,000 | 23.0% |
| Recordkeeping fees per participant | $35.04 | $44.23 | 26.2% |
| Employer contributions | $986,829,000 | $1,082,185,000 | 9.7% |
Prior filing 20240925173212NAL0014745905001, received 2024-09-25; the plan years are contiguous.
Sponsor name as filed: RTX CORPORATION; SEC registrant: RTX Corp (CIK 101829, matched by EIN; display name from the Form 11-K cover).