ESOP · DOL Form 5500 · 2022

Lockheed Martin Corporation ESOP

Data updated 2026-08-25

$247M
Total assets Near avg plan size
4,213
Participants Above avg headcount
96th
Percentile by assets National rank
$58,583
Avg per participant Low balance/head
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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.

  • #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.

#19,372
in Manufacturing (20,602 peers)
-13.6%
assets change YoY
2.5×
vs typical plan assets (national mean)

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.

Lockheed Martin Corporation Capital Accumulation Plan's outsized position by total assets

Lockheed Martin Corporation Capital Accumulation Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$246,809,403 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Lockheed Martin Corporation Capital Accumulation Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lockheed Martin Corporation Capital Accumulation Plan lands in the large band (4,213 participants).

EBSA filing schedule strip

Filing strip 521893632 · Lockheed Martin Corporation PY 2022 · ESOP

Lockheed Martin Corporation Capital Accumulation Plan · $247M · 4,213 · 96th

  • PART $247M
  • TYPE 4,213
  • NET 96th
  • BOOK ESOP
  • VS-ST near Tecolote Research, Inc. Employee Stock Ownership Plan
  • BOY ind #19372

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Maryland →

Lockheed Martin Corporation Capital Accumulation Plan in the asset neighbourhood

Brent Scarbrough & Company Employee Stock Ownership PlanBrent Scarbrough & Company E…$253MHolden Industries, Inc. Employee Stock Ownership PlanHolden Industries, Inc. Empl…$252MLockheed Martin Corporation Capital Accumulation PlanLockheed Martin Corporation …$247MTecolote Research, Inc. Employee Stock Ownership PlanTecolote Research, Inc. Empl…$247MTrek Bicycle Corporation Employee Stock Ownership PlanTrek Bicycle Corporation Emp…$240M
End-of-year total assets ($M) among Lockheed Martin Corporation Capital Accumulation Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Lockheed Martin Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$79.7B 10.755104430097978% vs 2022
2024 filing year
$70B$75B$80B$85B 202220232024 $72B $79.7B ▲ +10.8%
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 Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Lockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanEa Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan, Total assets ($M): 110.102964 · Participants: 526Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan
Lockheed Martin Corporation Capital Accumulation Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Lockheed Martin Corporation Capital Accumulation Plan side-by-side with 3 peers →

Lockheed Martin Corporation Capital Accumulation Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Tecolote Research, Inc. Employee Stock Ownership Plan in CA ($247M); by covered participants it is Gensler Employee Stock Ownership Plan in CA (4,210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,213 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which ESOP plans cover a similar participant headcount to Lockheed Martin Corporation Capital Accumulation Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gensler Employee Stock Ownership Plan in CA (4,210 participants, $397M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521893632.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.