Lockheed Martin Corporation Capital Accumulation Plan — Form 5500 plan (Lockheed Martin 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, Lockheed Martin Corporation Capital Accumulation Plan is a benefit plan reported by Lockheed Martin Corporation under EIN 52-1893632 and plan number 019. The latest loaded filing year is 2023. The filing reports 12,568 participants and $267,392,826 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$267.4MPlan net assets, end of year$267,354,454
Participants12.6KCovered participants reported12,568
Assets / participant$21.3KComputed: assets ÷ participants$21,276 (computed)
Provider compensationNone reported
Plan sponsor
Lockheed Martin Corporation
EIN
52-1893632
Plan number
019
Plan type
2
Location
Bethesda, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,568H20240724184206NAL0007742835001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$267.4M total assets
Net assets$267.4MLiabilities$38.4K
Money in vs. money out
Total income / additions$39.7M
Total expenses$19.1M
Benefits paid / distributions$19.1M
Contributions
Employer$9.4M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$267,392,826
Total liabilities (EOY)
$38,372
Net assets (EOY)
$267,354,454
Net assets (BOY)
$246,767,892

Income & contributions

Employer contributions
$9,363,919
Total contributions
$9,363,919
Total income / additions
$39,709,468

Expenses & distributions

Benefits paid
$19,084,534
Administrative expenses
$38,372
Total expenses
$19,122,906
Net increase / (decrease)
$20,586,562
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income48%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages