ESOP · DOL Form 5500 · 2023
Lockheed Martin Corporation ESOP
Data updated 2026-08-11
- $267M
- Total assets
- 5,839
- Participants
- 96th
- Percentile by assets
- $45,794
- Avg per participant
Official DOL plan name: Lockheed Martin Corporation Capital Accumulation Plan · Sponsored by Lockheed Martin Corporation · Maryland · Manufacturing
$267M in assets, 5,839 participants
Lockheed Martin Corporation's Lockheed Martin Corporation Capital Accumulation Plan reported $267M in total assets and 5,839 participants in its 2023 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 127,072 plans)
- #17,472 in Manufacturing (18,722 peers)
Coverage in Maryland
Lockheed Martin Corporation Capital Accumulation Plan covers 5,839 participants in Maryland, 6.3x the typical Maryland plan (state average ~929 per filing). Assets: $267M.
- $267M
- total plan assets (2023 EOY)
- 5,839
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $45,794
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lockheed Martin Corporation Capital Accumulation Plan reported net income rose from -$39M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Lockheed Martin Corporation Capital Accumulation Plan reported participants rose from 4,213 in the plan year 2022 filing to 5,839 in the plan year 2023 filing.
- Lockheed Martin Corporation Capital Accumulation Plan end-of-year assets rose from $247M in the plan year 2022 filing to $267M in the plan year 2023 filing.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Lockheed Martin Corporation Capital Accumulation Plan reports 5,839 participants - 6.3x that state average ($267M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $247M |
|---|---|
| Net Assets (End of Year) | $267M |
| Net Income | $21M |
| Employer EIN | 521893632 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING 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 |
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
- Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,617
- Westat, Inc. Employee Stock Ownership Plan $407M · 3,046
- Kci Technologies, Inc. Employee Stock Ownership Plan $336M · 1,793
- Brown Capital Management ESOP $320M · 35
- Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan $123M · 566
Scale composition for Lockheed Martin Corporation Capital Accumulation Plan
Lockheed Martin Corporation Capital Accumulation Plan reports $267M in end-of-year assets across 5,839 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $45,794 per participant (33% of the national average assets-per-participant) . Net income for plan year 2023 was $21M.
This plan identity (EIN 521893632, plan #019) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $247M to $284M (+14.9%) while covered participants moved from 4,213 to 7,445 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,213 | $247M | Open filing |
| 2023 | 5,839 | $267M | This page |
| 2024 · index core | 7,445 | $284M | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Lockheed Martin Corporation Salaried Savings Plan (401(k), $51.4B, 96,812 participants)
- Lockheed Martin Corporation Salaried Employee Retirement Program (Defined Benefit (Pension), $18.3B, 18,014 participants)
- Retirement Plan for Certain Represented Employees (Defined Benefit (Pension), $3.2B, 6,769 participants)
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees (401(k), $3.0B, 18,370 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.
- Trinidad Benham Corp. Employee Stock Ownership Plan (CO) $266M · 776
- Src Employee Stock Ownership Plan and Trust (MO) $269M · 1,561
- Arco Holdings Employee Stock Ownership Plan (MO) $265M · 401
- Hatco Corporation Employee Stock Ownership Plan (WI) $262M · 755
Frequently Asked Questions
How did Lockheed Martin Corporation Capital Accumulation Plan assets move in 2023? ▼
How have Lockheed Martin Corporation plan assets changed over time? ▼
Where does Lockheed Martin Corporation Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
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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