ESOP · DOL Form 5500 · 2022
Lockheed Martin Corporation ESOP
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 3,271
- Participants Above avg headcount
- 84th
- Percentile by assets National rank
- $9,785
- Avg per participant Low balance/head
Official DOL plan name: Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees · Sponsored by Lockheed Martin Corporation · Maryland · Manufacturing
$32M in assets, 3,271 participants
Lockheed Martin Corporation's Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees reported $32M in total assets and 3,271 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #15,764 in Manufacturing (20,602 peers)
Coverage in Maryland
Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees covers 3,271 participants in Maryland, 3.5x the typical Maryland plan (state average ~929 per filing). Assets: $32M.
- #15,764
- in Manufacturing (20,602 peers)
- -1.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $476K 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 for Hourly Ees's outsized position by total assets
Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$32,006,915 Top 16% higher than 84% of 139,123 filed plans
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 for Hourly Ees'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 for Hourly Ees lands in the large band (3,271 participants).
Plan-year Form 5500 strip
Filing strip 521893632 · Lockheed Martin Corporation PY 2022 · ESOP
Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees · $32M · 3,271 · 84th
- EIN $32M
- RANK 3,271
- PHOTO 84th
- IND ESOP
- EOY near Community Financial Services, Inc. Employee Stock Ownership Plan
- 5500 ind #15764
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 for Hourly Ees in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$476K |
| Employer EIN | 521893632 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING 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
| 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.
- Evapco, Inc. Employee Stock Ownership Plan $876M · 1,522
- Westat, Inc. Employee Stock Ownership Plan $371M · 2,842
- Brown Capital Management ESOP $368M · 34
- Kci Technologies, Inc. Employee Stock Ownership Plan $289M · 1,580
- Lockheed Martin Corporation Capital Accumulation Plan $247M · 4,213
Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees's out-of-state ESOP peers by assets and headcount
Outside Maryland, the nearest ESOP by assets is Community Financial Services, Inc. Employee Stock Ownership Plan in KY ($32M); by covered participants it is Mccarthy Employee Stock Ownership Plan in MO (3,252 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,271 participants); asset peers above are excluded.
- Mccarthy Employee Stock Ownership Plan (MO) 3,252 · 19 off
- Ferrell Companies, Inc. Employee Stock Ownership Plan (MO) 3,304 · 33 off
- Lewis Tree Service Employee Stock Ownership Plan (NY) 3,307 · 36 off
- Advanced Drainage Systems, Inc. Employee Stock Ownership Plan (OH) 3,337 · 66 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.