Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LOCKHEED MARTIN CORPORATION

This Defined Benefit (Pension) plan holds $11M in total assets and serves N/A participants as of 2022. It is sponsored by LOCKHEED MARTIN CORPORATION in Maryland. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$11M
Participants
N/A
State
Industry
Manufacturing

What the Filing Says About LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO

LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO is a Defined Benefit (Pension) retirement plan sponsored by LOCKHEED MARTIN CORPORATION, headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers N/A participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 521893632, and the plan has been effective since 1993-04-05. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2022 to $11M at year-end — a decline of 24.3%. Net assets (after liabilities) closed the year at $11M, with reported net income of $-3,478,355 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$-3,478,355
Plan TypeDefined Benefit (Pension)
Employer EIN521893632
Plan Effective Date1993-04-05
Filing StatusFILING RECEIVED

Sponsor Plan History (LOCKHEED MARTIN CORPORATION)

Year Plans Participants Total Assets
2022 13 161,436 $72.0B
2023 13 169,542 $77.9B
2024 12 172,051 $79.7B

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Frequently Asked Questions

How much money is in the LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO?
As of the 2022 Form 5500 filing, LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO holds $11M in total assets with N/A participants. It is sponsored by LOCKHEED MARTIN CORPORATION.
What type of plan is LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO?
LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO is a Defined Benefit (Pension) plan. It has been effective since 1993-04-05. The plan is filed with the U.S. Department of Labor under EIN 521893632.
Who sponsors the LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO?
LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO is sponsored by LOCKHEED MARTIN CORPORATION, located in Maryland. The sponsor's EIN is 521893632 and the plan operates in the Manufacturing industry.
How did LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO perform in 2022?
LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO declined by 24.3% during 2022, moving from $14M to $11M in total assets. Net income was $-3,478,355.
Where can I find official filings for LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO?
Official Form 5500 filings for LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521893632 or plan name at efast.dol.gov.
How does LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO compare to other plans?
You can compare LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO against other Defined Benefit (Pension) plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.