ESOP · DOL Form 5500 · 2023

Lockheed Martin Corporation ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
3,867
Participants Above avg headcount
83rd
Percentile by assets National rank
$10,092
Avg per participant Low balance/head
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Official DOL plan name: Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees · Sponsored by Lockheed Martin Corporation · Maryland · Manufacturing

$39M in assets, 3,867 participants

Lockheed Martin Corporation's Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees reported $39M in total assets and 3,867 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,133 in Manufacturing (18,722 peers)

Coverage in Maryland

Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees covers 3,867 participants in Maryland, 4.2x the typical Maryland plan (state average ~929 per filing). Assets: $39M.

#14,133
in Manufacturing (18,722 peers)
+21.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$39,027,070 Top 17% higher than 83% 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 for Hourly Ees'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 for Hourly Ees lands in the large band (3,867 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees reported net income rose from -$476K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees reported participants rose from 3,271 in the plan year 2022 filing to 3,867 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521893632 · Lockheed Martin Corporation PY 2023 · ESOP

Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees · $39M · 3,867 · 83rd

  • BOOK $39M
  • VS-ST 3,867
  • BOY 83rd
  • SCH ESOP
  • EBSA near Folience, Inc. Employee Stock Ownership Plan
  • PART ind #14133

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

Hydro-Vac Holdings Employee Stock Ownership PlanHydro-Vac Holdings Employee …$39MMoore Holding Company Employee Stock Ownership Plan and TrustMoore Holding Company Employ…$39MDesign Partners, Incorporated ESOPDesign Partners, Incorporate…$39MLockheed Martin Corporation Capital Accumulation Plan for Hourly EesLockheed Martin Corporation …$39MFolience, Inc. Employee Stock Ownership PlanFolience, Inc. Employee Stoc…$39M
End-of-year total assets ($M) among Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN521893632
Plan Effective Date1985-10-01
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 for Hourly Ees vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees, Total assets ($B): 0.03902707 · Participants: 3867Lockheed Martin Corporation Capital Accumulation Plan for Hourly EesEvapco, 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 ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees side-by-side with 3 peers →

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 Folience, Inc. Employee Stock Ownership Plan in IA ($39M); by covered participants it is Paladin Capital, Inc. ESOP in TN (3,846 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,867 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 for Hourly Ees assets move in 2023? ▼
Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees grew sharply - up 21.9% during 2023, from $32M to $39M. Reported net income was $7M.
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 for Hourly Ees rank by assets among Form 5500 filers? ▼
Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees? ▼
Among ESOP plans in other states, the closest by assets is Folience, Inc. Employee Stock Ownership Plan in IA ($39M, 455 participants).
Which ESOP plans cover a similar participant headcount to Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees? ▼
Among ESOP plans in other states, the closest by covered participants is Paladin Capital, Inc. ESOP in TN (3,846 participants, $57M 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.