Bombardier Aerospace (Holdings) USA 401(k) and pension plans

Bombardier Aerospace (Holdings) USA Inc., Wichita, KS. EIN 47-5222722. Annual reports 2009–2024. Also filed as Bombardier Corporation; Bombardier Aerospace(holdings)usa Inc.

Bombardier Aerospace (Holdings) USA Inc. has 2 active retirement plans on file. The largest is the Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates, with 4,554 participants and $497 million in assets in 2024. RBC Dexia Investor Services is its administrator.

Active plans: 2
Participants: 8,746
Plan assets: $1.1 billion
401(k) recordkeeper: Schwab
Plans on file: 2
Industry: Manufacturing

All 2 plans

Active plans first

Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 008Employer EIN 47-5222722
Participants (2024): 4,554
Net assets (2024): $497 million
Administered by: RBC Dexia Investor ServicesEarlier: Buck Global (2019–2023), RBC Dexia Investor Services (2010–2017)
Plan administrator: Bombardier Aerospace (Holdings) USA Inc.
Po Box 7707
Wichita, KS 67277
(316) 946-2590As filed for 2024
In effect since: January 1, 2008

Plans merged into this one: Retirement Plan for Employees of Learjet Inc. and Its Affiliates (2018); Bombardier Aerospace Corporation Retirement Plan (2021).

Earlier sponsor: Bombardier Corporation (2009–2015).

Earlier plan names: Bombardier Retirement Plan for Former Recreational Products and Capital Employees; Retirement Plan for Employees of Learjet Inc. and Recreational Products, Capital and Affiliates.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,554	$497 million	RBC Dexia Investor Services
2023	4,506	$486 million	Buck Global
2022	4,560	$436 million	Buck Global
2021	5,737	$647 million	Buck Global
2020	5,043	$549 million	Buck Global
2019	5,087	$488 million	Buck Global
2018	5,094	$401 million	not listed
2017	454	$16.8 million	RBC Dexia Investor Services
2016	571	$19.3 million	RBC Dexia Investor Services
2015	573	$19.2 million	RBC Dexia Investor Services
2014	571	$20.4 million	RBC Dexia Investor Services
2013	577	$18.9 million	RBC Dexia Investor Services
2012	579	$19.4 million	RBC Dexia Investor Services
2011	1,143	$29.2 million	RBC Dexia Investor Services
2010	1,147	$28.2 million	RBC Dexia Investor Services
2009	1,154	$25.8 million	not listed

Bombardier 401(k) Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 007Employer EIN 47-5222722
Participants (2024): 4,192
Net assets (2024): $593 million
Recordkeeper: Schwab2009–2024
Plan administrator: Bombardier Aerospace (Holdings) USA Inc.
P.O Box 7707
Wichita, KS 67277
(316) 946-2590As filed for 2024
In effect since: August 1, 1982

Earlier sponsor: Bombardier Corporation (2009–2015).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,192	$593 million	Schwab
2023	3,940	$532 million	Schwab
2022	3,812	$458 million	Schwab
2021	3,681	$565 million	Schwab
2020	3,877	$540 million	Schwab
2019	4,246	$530 million	Schwab
2018	4,117	$464 million	Schwab
2017	4,364	$515 million	Schwab
2016	4,508	$458 million	Schwab
2015	4,711	$447 million	Schwab
2014	5,204	$470 million	Schwab
2013	6,573	$467 million	Schwab
2012	5,999	$441 million	Schwab
2011	5,871	$374 million	not listed
2010	5,748	$361 million	Schwab
2009	9,444	$487 million	Schwab

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Bombardier 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((316) 946-2590). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates

Bombardier 401(k) Savings Plan

If you had money in one of these plans

What these numbers are

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