ESOP · DOL Form 5500 · 2023

Lockheed Martin Corporation ESOP

Data updated 2026-08-25

$267M
Total assets Near avg plan size
5,839
Participants Above avg headcount
96th
Percentile by assets National rank
$45,794
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

$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.

  • #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.

#17,472
in Manufacturing (18,722 peers)
+8.3%
assets growth YoY
2.7×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$267,392,826 Top 4% higher than 96% of 127,068 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 2023

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

Plan-year 2023 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 (5,839 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521893632 · Lockheed Martin Corporation PY 2023 · ESOP

Lockheed Martin Corporation Capital Accumulation Plan · $267M · 5,839 · 96th

  • EIN $267M
  • EIN 5,839
  • EIN 96th
  • EIN ESOP
  • EIN near Trinidad Benham Corp. Employee Stock Ownership Plan
  • EIN ind #17472

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

Src Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership…$269MLockheed Martin Corporation Capital Accumulation PlanLockheed Martin Corporation …$267MTrinidad Benham Corp. Employee Stock Ownership PlanTrinidad Benham Corp. Employ…$266MArco Holdings Employee Stock Ownership PlanArco Holdings Employee Stock…$265MHatco Corporation Employee Stock Ownership PlanHatco Corporation Employee S…$262M
End-of-year total assets ($M) among Lockheed Martin Corporation Capital Accumulation Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$247M
Net Assets (End of Year)$267M
Net Income$21M
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. -200002000400060008000 00.511.5 Total assets ($B) Participants Lockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPEa Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan, Total assets ($B): 0.122990931 · Participants: 566Ea 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 →

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

Outside Maryland, the nearest ESOP by assets is Trinidad Benham Corp. Employee Stock Ownership Plan in CO ($266M); by covered participants it is Schreiber Foods, Inc. Employee Stock Ownership Plan in WI (6,108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,839 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Lockheed Martin Corporation Capital Accumulation Plan grew at a solid clip - up 8.3% during 2023, from $247M to $267M. Reported net income was $21M.
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 127,072 plans that reported assets for plan year 2023 (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 Trinidad Benham Corp. Employee Stock Ownership Plan in CO ($266M, 776 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 Schreiber Foods, Inc. Employee Stock Ownership Plan in WI (6,108 participants, $3.6B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.