ESOP · DOL Form 5500 · 2022

Lockheed Martin Corporation ESOP

Data updated 2026-08-11

$247M
Total assets
4,213
Participants
96th
Percentile by assets
$58,583
Avg per participant
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Official DOL plan name: Lockheed Martin Corporation Capital Accumulation Plan · Sponsored by Lockheed Martin Corporation · Maryland · Manufacturing

$247M in assets, 4,213 participants

Lockheed Martin Corporation's Lockheed Martin Corporation Capital Accumulation Plan reported $247M in total assets and 4,213 participants in its 2022 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 96th percentile by assets (of 139,126 plans)
  • #19,372 in Manufacturing (20,602 peers)

Coverage in Maryland

Lockheed Martin Corporation Capital Accumulation Plan covers 4,213 participants in Maryland, 4.5x the typical Maryland plan (state average ~929 per filing). Assets: $247M.

$247M
total plan assets (2022 EOY)
4,213
covered participants
96th
percentile by assets (of 139,126 plans)
$58,583
avg assets per participant

The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Lockheed Martin Corporation Capital Accumulation Plan reports 4,213 participants - 4.5x that state average ($247M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)$286M
Net Assets (End of Year)$247M
Net Income-$39M
Employer EIN521893632
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lockheed Martin Corporation)

$70B$75B$80B$85B 202220232024 $72B $79.7B ▲ +10.8%
Total plan assets by year, all Lockheed Martin Corporation plans on file
Year Plans Participants Total Assets
2022 13 161,436 $72.0B
2023 13 169,542 $77.9B
2024 12 172,051 $79.7B

Nearby ESOP Plans in Maryland

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lockheed Martin Corporation Capital Accumulation Plan vs. nearby ESOP plans in Maryland, assets vs. participants

Lockheed Martin Corporation Capital Accumulation Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Lockheed Martin Corp…Evapco, Inc. Employe…Westat, Inc. Employe…Brown Capital Manage…Kci Technologies, In…Ea Engineering, Scie…
Lockheed Martin Corporation Capital Accumulation Plan vs. nearby ESOP plans in Maryland, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Lockheed Martin Corporation Capital Accumulation Plan by total assets, not by location.

Frequently Asked Questions

How did Lockheed Martin Corporation Capital Accumulation Plan assets move in 2022?
Lockheed Martin Corporation Capital Accumulation Plan pulled back noticeably - down 13.6% during 2022, from $286M to $247M. Reported net income was -$39M.
How have Lockheed Martin Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Lockheed Martin Corporation's sponsor-wide assets grew 10.8%, from $72.0B to $79.7B.
Where does Lockheed Martin Corporation Capital Accumulation Plan rank by assets among Form 5500 filers?
Lockheed Martin Corporation Capital Accumulation Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Lockheed Martin Corporation Capital Accumulation Plan?
Among ESOP plans in other states, the closest by assets is Tecolote Research, Inc. Employee Stock Ownership Plan in CA ($247M, 591 participants).

Next read for Lockheed Martin Corporation Capital Accu…

Filing takeaways

Ways to act on Lockheed Martin Corporation Capital Accumulation Plan's numbers.

  • By total assets, Lockheed Martin Corporation Capital Accumulation Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
  • Lockheed Martin Corporation's sponsor-wide assets have grown 10.8% since 2022 across 3 plan years on file. More Manufacturing plans