401k Lookup

Learjet 401(k) and pension plans

Learjet Inc., Wichita, KS. EIN 13-3567473. Annual reports 2009–2024. Also filed as Learjet, Inc.

Learjet Inc. has one active retirement plan on file, the Learjet Inc. Tax-Deferred Savings Plan for Represented Employees, with 601 participants and $57.1 million in assets in 2024. Schwab has been its recordkeeper since 2009.

Active plans
1
Participants
601
Plan assets
$57.1 million
401(k) recordkeeper
Schwab
Plans on file
2
Industry
Manufacturing

All 2 plans

Active plans first

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees

401(k)Active

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

Plan number
008Employer EIN 13-3567473
Participants (2024)
601
Net assets (2024)
$57.1 million
Recordkeeper
Schwab2009–2024
Plan administrator
Learjet Inc.
One Learjet Way
Wichita, KS 67209
(316) 946-2000As filed for 2024
In effect since
January 1, 1988
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024601$57.1 millionSchwab
2023564$52.7 millionSchwab
2022532$48.1 millionSchwab
2021528$63.4 millionSchwab
2020556$62.4 millionSchwab
2019567$58.6 millionSchwab
2018593$51.8 millionSchwab
2017603$60.4 millionSchwab
2016641$59.6 millionSchwab
2015722$61.4 millionSchwab
2014837$66.2 millionSchwab
20131,037$69.0 millionSchwab
2012999$60.5 millionSchwab
20111,032$55.0 millionSchwab
20101,046$58.1 millionSchwab
20091,158$53.4 millionSchwab

Retirement Plan for Employees of Learjet Inc. and Its Affiliates

Pension (defined benefit)Merged

Merged. In 2018 its assets moved to the Retirement Plan for Employees of Learjet Inc. and Recreational Products, Capital and Affiliates, sponsored by Bombardier Aerospace (Holdings) USA Inc. (EIN 47-5222722, plan 008). Accounts moved with them, so that plan is the one to contact.

Plan number
004Employer EIN 13-3567473
Participants (2017)
4,939
Net assets (2017)
$432 million
Administered by
RBC Dexia Investor ServicesEarlier: Key Bank (2009)
Plan administrator
Retirement Board
Learjet Inc., Po Box 7707
Wichita, KS 67277
(316) 946-2590As filed for 2018
In effect since
May 1, 1970
Year by year, 2009 to 2018
Plan yearParticipantsNet assetsRecordkeeper
20180$0RBC Dexia Investor Services
20174,939$432 millionRBC Dexia Investor Services
20166,213$441 millionRBC Dexia Investor Services
20156,267$407 millionRBC Dexia Investor Services
20146,287$404 millionRBC Dexia Investor Services
20136,333$369 millionRBC Dexia Investor Services
20126,355$333 millionRBC Dexia Investor Services
20117,267$327 millionRBC Dexia Investor Services
20107,353$313 millionRBC Dexia Investor Services
20097,371$279 millionKey Bank

If you had money in one of these plans

  1. Call Schwab (schwab.com), which runs the Learjet Inc. Tax-Deferred Savings Plan for Represented Employees. 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.
  2. Or call the plan administrator listed on the plan below ((316) 946-2000). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. 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

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

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