General Dynamics Retirement Plan (Bath Iron Works) — Form 5500 plan (General Dynamics 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, General Dynamics Retirement Plan (Bath Iron Works) is a benefit plan reported by General Dynamics Corporation under EIN 13-1673581 and plan number 078. The latest loaded filing year is 2023. The filing reports 6,497 participants and $500,060,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- General Dynamics Corporation
- EIN
- 13-1673581
- Plan number
- 078
- Plan type
- 2
- Location
- Reston, VA
- Latest filing year
- 2023
- Participants
- 6,497
- End-of-year plan assets
- $500,060,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,497 | H, C | 20241008101044NAL0017386833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $500,060,084
- Total liabilities (EOY)
- $467,866
- Net assets (EOY)
- $499,592,218
- Net assets (BOY)
- $480,471,279
Income & contributions
- Total contributions
- $0
- Total income / additions
- $56,117,044
Expenses & distributions
- Benefits paid
- $35,782,726
- Administrative expenses
- $902,075
- Total expenses
- $36,684,801
- Net increase / (decrease)
- $19,432,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Inst Ops Co | PLAN RECORDKEEPER | $451,565 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management, Inc | INVESTMENT MANAGER | $290,324 | $0 | 2023 |
| Aon Consulting, Inc. | ACTUARY & FORM 5500 PREP | $64,763 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | PLAN AUDITOR | $57,000 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | PLAN TRUSTEE | $50,373 | $0 | 2023 |
| Crowe Llp | FINANCIAL STATEMENT PREP | $9,200 | not reported in the loaded dataset | 2023 |
| Jenner & Block Llp | LEGAL | $8,263 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for General Dynamics Corporation
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Reston, VA
- Fidelity Inv Inst Ops Co — Schedule C compensation
- Blackrock Financial Management, Inc — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Jenner & Block Llp — Schedule C compensation