Lockheed Martin Corporation Capital Accumulation Plan For Hourly Ees — 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 For Hourly Ees is a benefit plan reported by Lockheed Martin Corporation under EIN 52-1893632 and plan number 020. The latest loaded filing year is 2023. The filing reports 4,208 participants and $39,027,070 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$39MPlan net assets, end of year$39,021,046
Participants4.2KCovered participants reported4,208
Assets / participant$9.3KComputed: assets ÷ participants$9,274 (computed)
Provider compensationNone reported
Plan sponsor
Lockheed Martin Corporation
EIN
52-1893632
Plan number
020
Plan type
2
Location
Bethesda, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,208H20240724185459NAL0008590147001
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)$39M total assets
Net assets$39MLiabilities$6K
Money in vs. money out
Total income / additions$8.8M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$4.1M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$39,027,070
Total liabilities (EOY)
$6,024
Net assets (EOY)
$39,021,046
Net assets (BOY)
$32,000,782

Income & contributions

Employer contributions
$4,110,662
Total contributions
$4,110,662
Total income / additions
$8,779,248

Expenses & distributions

Benefits paid
$1,646,184
Administrative expenses
$6,024
Total expenses
$1,652,208
Net increase / (decrease)
$7,127,040
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 assets4%Computed ratio
Benefits paid ÷ total income19%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages