401(k) · DOL Form 5500 · 2023

Lockheed Martin Global, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
453
Participants Below avg headcount
50th
Percentile by assets National rank
$14,966
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lockheed Martin Savings Plan for Employees in Puerto Rico · Sponsored by Lockheed Martin Global, Inc. · Maryland · Manufacturing

$7M in assets, 453 participants

Lockheed Martin Global, Inc.'s Lockheed Martin Savings Plan for Employees in Puerto Rico reported $7M in total assets and 453 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,436 in Manufacturing (18,722 peers)

Coverage in Maryland

Lockheed Martin Savings Plan for Employees in Puerto Rico covers 453 participants in Maryland, about 49% of the average Maryland filer (state average ~929 per filing). Assets: $7M.

#6,436
in Manufacturing (18,722 peers)
+123.3%
assets growth YoY

Lockheed Martin Savings Plan for Employees in Puerto Rico's mid-pack asset rank among Manufacturing and all filers

Lockheed Martin Savings Plan for Employees in Puerto Rico vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,779,646 Top 50% higher than 50% 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 Savings Plan for Employees in Puerto Rico among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lockheed Martin Savings Plan for Employees in Puerto Rico sits mid-pack in the medium band (453 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lockheed Martin Savings Plan for Employees in Puerto Rico end-of-year assets rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Lockheed Martin Savings Plan for Employees in Puerto Rico reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lockheed Martin Savings Plan for Employees in Puerto Rico reported participants rose from 268 in the plan year 2022 filing to 453 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521047729 · Lockheed Martin Global, Inc. PY 2023 · 401(k)

Lockheed Martin Savings Plan for Employees in Puerto Rico · $7M · 453 · 50th

  • PHOTO $7M
  • IND 453
  • EOY 50th
  • 5500 401(k)
  • ASSETS near Npc, Ltd. Profit Sharing Plan
  • PCT ind #6436

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 Manufacturing retirement plans → · Plans in Maryland →

Lockheed Martin Savings Plan for Employees in Puerto Rico in the asset neighbourhood

Lockheed Martin Savings Plan for Employees in Puerto RicoLockheed Martin Savings Plan…$7MNpc, Ltd. Profit Sharing Plan$7MSunlet Nursery, Inc. Profit Sharing PlanSunlet Nursery, Inc. Profit …$7MMarketing by Design, LLC 401(k) PlanMarketing by Design, LLC 401…$7MUniversal Power Group, Inc. 401(k) Retirement PlanUniversal Power Group, Inc. …$7M
End-of-year total assets ($M) among Lockheed Martin Savings Plan for Employees in Puerto Rico and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$7M
Net Income$4M
Employer EIN521047729
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lockheed Martin Global, Inc.)

Sponsor-wide plan assets over time

All Lockheed Martin Global, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 296.0591997786678% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $3.04M $12M ▲ +295.4%
Year Plans Participants Total Assets
2022 1 268 $3M
2023 1 453 $7M
2024 1 489 $12M

Nearby 401(k) Plans in Maryland

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lockheed Martin Savings Plan for Employees in Puerto Rico vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lockheed Martin Savings Plan for Employees in Puerto Rico, Total assets ($B): 0.006779646 · Participants: 453Lockheed Martin Savings Plan for Employees in Puerto RicoLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Lockheed Martin Savings Plan for Employees in Puerto Rico vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Lockheed Martin Savings Plan for Employees in Puerto Rico side-by-side with 3 peers →

Lockheed Martin Savings Plan for Employees in Puerto Rico's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Npc, Ltd. Profit Sharing Plan in IL ($7M); by covered participants it is American Car Center/American Financial 401(k) Plan in DE (453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (453 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 Savings Plan for Employees in Puerto Rico assets move in 2023? ▼
Lockheed Martin Savings Plan for Employees in Puerto Rico surged - up 123.3% during 2023, from $3M to $7M. Reported net income was $4M.
How have Lockheed Martin Global, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lockheed Martin Global, Inc.'s sponsor-wide assets grew 296.1%, from $3M to $12M.
Which 401(k) plans are similar in size to Lockheed Martin Savings Plan for Employees in Puerto Rico? ▼
Among 401(k) plans in other states, the closest by assets is Npc, Ltd. Profit Sharing Plan in IL ($7M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Lockheed Martin Savings Plan for Employees in Puerto Rico? ▼
Among 401(k) plans in other states, the closest by covered participants is American Car Center/American Financial 401(k) Plan in DE (453 participants, N/A 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 521047729.

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.