Defined Benefit (Pension) · DOL Form 5500 · 2023

Lockheed Martin Corporation Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
N/A
Participants Small participant base
60th
Percentile by assets National rank
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Official DOL plan name: Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico · Sponsored by Lockheed Martin Corporation · Maryland · Manufacturing

$11M in assets, N/A participants

Lockheed Martin Corporation's Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico reported $11M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,720 in Manufacturing (18,722 peers)

Lockheed Martin Corporation multi-year trail

Lockheed Martin Corporation's plans moved +10.8% in assets from 2022 to 2024; this filing shows Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico at $11M / N/A participants.

#8,720
in Manufacturing (18,722 peers)
-1.6%
assets change YoY

The plan reported a net loss of $165K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico vs every filed plan by assets

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

$10,704,476 Top 40% higher than 60% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico reported net income rose from -$3M in the plan year 2022 filing to -$165K in the plan year 2023 filing.
  • Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico end-of-year assets fell from $11M in the plan year 2022 filing to $11M 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 · Defined Benefit (Pension)

Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico · $11M · N/A · 60th

  • ASSETS $11M
  • ASSETS N/A
  • ASSETS 60th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Duncan Employees Security Plan
  • ASSETS ind #8720

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 Corporation New Retirement Income Plan for Employees in Puerto Rico in the asset neighbourhood

Duncan Employees Security PlanDuncan Employees Security Pl…$11MOptimus Steel Pension Plan$11MLockheed Martin Corporation New Retirement Income Plan for Employees in Puerto RicoLockheed Martin Corporation …$11MFarmers State Bank Pension PlanFarmers State Bank Pension P…$11MRetirement Plan for Hourly Employees Lehigh Cement Company LPRetirement Plan for Hourly E…$11M
End-of-year total assets ($M) among Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Lockheed Martin Corporation multi-year asset trail

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

Lockheed Martin Corporation filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$165K
Employer EIN521893632
Plan Effective Date1993-04-05
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Maryland

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico, Total assets ($B): 0.010704476 · Participants: 0Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto RicoNational Electrical Benefit Fund, Total assets ($B): 18.88881693 · Participants: 323315National Electrical Benefit FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.434547593 · Participants: 19673Lockheed Martin Corporation Salaried Employee Retirement ProgramMajor League Baseball Players Pension Plan, Total assets ($B): 4.648661647 · Participants: 1087Major League Baseball Players Pension PlanNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.493297428 · Participants: 15047National Automatic Sprinkler Industry Pension FundInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 4.223547088 · Participants: 44973International Painters and Allied Trades Industry Pension Plan
Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico side-by-side with 3 peers →

Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Maryland, the nearest Defined Benefit (Pension) by end-of-year assets is Duncan Employees Security Plan in IN at $11M (this filing: $11M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

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 New Retirement Income Plan for Employees in Puerto Rico assets move in 2023? ▼
Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico edged down modestly - down 1.6% during 2023, from $11M to $11M. Reported net income was -$165K.
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.
Which Defined Benefit (Pension) plans are similar in size to Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Duncan Employees Security Plan in IN ($11M, 124 participants).

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.