Defined Benefit (Pension) · DOL Form 5500 · 2023

Bwxt Investment Company Pension Plan

Data updated 2026-08-25

$737M
Total assets Above avg plan size
1,837
Participants Near avg headcount
98th
Percentile by assets National rank
$401,069
Avg per participant High balance/head
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Official DOL plan name: Bwxt Retirement Plan · Sponsored by Bwxt Investment Company · Virginia · Manufacturing

$737M in assets, 1,837 participants

Bwxt Investment Company's Bwxt Retirement Plan reported $737M in total assets and 1,837 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

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

Coverage in Virginia

Bwxt Retirement Plan covers 1,837 participants in Virginia, 2.3x the typical Virginia plan (state average ~782 per filing). Assets: $737M.

#18,133
in Manufacturing (18,722 peers)
-0.3%
assets change YoY
7.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bwxt Retirement Plan's outsized position by total assets

Bwxt Retirement Plan vs every filed plan by assets

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

$736,763,528 Top 2% higher than 98% 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

Bwxt Retirement 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. Bwxt Retirement Plan lands in the large band (1,837 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bwxt Retirement Plan reported net income rose from -$268M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Bwxt Retirement Plan reported participants fell from 1,995 in the plan year 2022 filing to 1,837 in the plan year 2023 filing.
  • Bwxt Retirement Plan end-of-year assets fell from $739M in the plan year 2022 filing to $737M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 721172705 · Bwxt Investment Company PY 2023 · Defined Benefit (Pension)

Bwxt Retirement Plan · $737M · 1,837 · 98th

  • SCH $737M
  • EBSA 1,837
  • PART 98th
  • TYPE Defined Benefit (Pension)
  • NET near Blue Cross and Blue Shield of Alabama Retirement Plan
  • BOOK ind #18133

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 Virginia →

Bwxt Retirement Plan in the asset neighbourhood

Jm Family Enterprises, Inc. Associates' Retirement PlanJm Family Enterprises, Inc. …$739MChs Inc. Pension Plan$738MBlue Cross and Blue Shield of Alabama Retirement PlanBlue Cross and Blue Shield o…$737MBwxt Retirement Plan$737MWestern PA Electrical Employees Pension Trust FundWestern PA Electrical Employ…$735M
End-of-year total assets ($M) among Bwxt Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$739M
Net Assets (End of Year)$737M
Net Income-$2M
Employer EIN721172705
Plan Effective Date2003-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bwxt Investment Company)

Sponsor-wide plan assets over time

All Bwxt Investment Company plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 23.19039991652386% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.81B $2.22B ▲ +22.7%
Year Plans Participants Total Assets
2022 2 6,711 $1.8B
2023 2 6,731 $2.0B
2024 2 7,136 $2.2B

Nearby Defined Benefit (Pension) Plans in Virginia

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

Bwxt Retirement Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Bwxt Retirement Plan, Total assets ($B): 0.736763528 · Participants: 1837Bwxt Retirement PlanNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
Bwxt Retirement Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Bwxt Retirement Plan side-by-side with 3 peers →

Bwxt Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Blue Cross and Blue Shield of Alabama Retirement Plan in AL ($737M); by covered participants it is Curtiss Wright Corporation Retirement Plan in NJ (1,837 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($737M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,837 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 Bwxt Retirement Plan assets move in 2023? ▼
Bwxt Retirement Plan held essentially flat - down 0.3% during 2023, from $739M to $737M. Reported net income was -$2M.
How have Bwxt Investment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bwxt Investment Company's sponsor-wide assets grew 23.2%, from $1.8B to $2.2B.
Where does Bwxt Retirement Plan rank by assets among Form 5500 filers? ▼
Bwxt Retirement Plan ranks in the 98th 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 Defined Benefit (Pension) plans are similar in size to Bwxt Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Blue Cross and Blue Shield of Alabama Retirement Plan in AL ($737M, 2,014 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bwxt Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Curtiss Wright Corporation Retirement Plan in NJ (1,837 participants, $878M 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 721172705.

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.