401(k) Retirement Plan · Active
THE PENSION VALUE PLAN FOR EMPLOYEES OF THE BOEING COMPANY
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES·EIN 910425694
P.O. BOX 3707 M/C 6X5-08 · SEATTLE, WA 981242207
Plan year
2024
Plan #
100
Industry
Filing ACK
202510131448…
Prospect flagsNo flags tripped
Summary metrics
Total assets (EOY)
$23342.5M
$0 per participant
Active participants
115,617
55.4% participation
Participation rate
55.4%
10th percentile
Annual return
1.75%
7th percentile
Admin expense
1.83%
% of assets
Flag timeline
Issue history by plan year
Tripped years: 0Watched years: 0
2021
Clean
2022
Clean
2023
Clean
2024
Clean
CleanWatchedTripped (shade = count)
Section 02
How this plan compares
Peer groupIndustry33, Assets>$1B, Participants>=10,000, Snapshot2024
- Participant contribution$00th pctile
- Employer contribution$00th pctile
- Participation rate55.4%10th pctile
- Assets per participant$00th pctile
- Expense efficiency$3,6972nd pctile
- Annual return1.75%7th pctile
Overall peer rank
- Bottom quartile
- Mid
- Top quartile
Averaged across 6 normalized metrics within the selected peer group.
Fee trend
Return trend
Section 03
10-year trajectory2021 - 2024
How plan year 2024 played out
Asset flow
-$1.70B
Start of year to end of year
Section 04
Asset composition
End-of-year allocation
Asset allocation
No Schedule H allocation amounts on this filing
Cash drag vs peers
Plan cash
0.0%
Peer average
0.6%
In line with peersPeer marker at 0.6%
Section 04
Service providers
Top 7 by compensation
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INV INST'L OP CO, LLC Service code 13 | Contract Administrator | $3,655,698 |
THE BOEING CO AND CONSOLIDATED SUBS Service code 10 | Accounting | $2,776,272 |
WILLIS TOWERS WATSON US LLC Service code 11 | Actuarial | $340,791 |
DELOITTE & TOUCHE LLP Service code 10 | Accounting | $155,948 |
CONDUENT HR SERVICES LLC Service code 15 | Recordkeeping | $129,165 |
FOLEY & LARDNER LLP Service code 29 | Legal | $78,032 |
HERRONPALMER Service code 16 | Consulting | $64,509 |
Section 05Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliancePension benefit codes1C1I3F3H
Section 05
Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliance
Pension benefit codes1C1I3F3H
Plan features
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
- 1IFrozen planAs of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Contributions
Employer total$0
Participant total$0
Employer / P$0
Participant / P$0
Expenses
Admin expenses$100,539,402
Per participant$3,696.71
% of assets0.43%
Fidelity bond
Coverage amount$85,000,000
% of assets0.36%Below ERISA §412 10% minimum
Section 06
Other plans under this sponsor
Same EIN ·910425694
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