ESOP · DOL Form 5500 · 2024

Lockheed Martin Corporation ESOP

Data updated 2026-08-25

$284M
Total assets Near avg plan size
7,445
Participants Very large workforce
96th
Percentile by assets National rank
$38,095
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

$284M in assets, 7,445 participants

Lockheed Martin Corporation's Lockheed Martin Corporation Capital Accumulation Plan reported $284M in total assets and 7,445 participants in its 2024 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.

  • #16,562 in Manufacturing (17,777 peers)

Coverage in Maryland

Lockheed Martin Corporation Capital Accumulation Plan covers 7,445 participants in Maryland, 8.0x the typical Maryland plan (state average ~929 per filing). Assets: $284M.

#16,562
in Manufacturing (17,777 peers)
+6.1%
assets growth YoY
2.8×
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 2024 · DOL Form 5500

$283,619,058 Top 4% higher than 96% of 123,620 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 2024

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

Plan-year 2024 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 (7,445 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lockheed Martin Corporation Capital Accumulation Plan reported participants rose from 5,839 in the plan year 2023 filing to 7,445 in the plan year 2024 filing.
  • Lockheed Martin Corporation Capital Accumulation Plan reported net income fell from $21M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Lockheed Martin Corporation Capital Accumulation Plan end-of-year assets rose from $267M in the plan year 2023 filing to $284M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 521893632 · Lockheed Martin Corporation PY 2024 · ESOP

Lockheed Martin Corporation Capital Accumulation Plan · $284M · 7,445 · 96th

  • EOY $284M
  • 5500 7,445
  • ASSETS 96th
  • PCT ESOP
  • EIN near Envision Management Holding, Inc. Employee Stock Ownership Plan
  • RANK ind #16562

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

Envision Management Holding, Inc. Employee Stock Ownership PlanEnvision Management Holding,…$284MLockheed Martin Corporation Capital Accumulation PlanLockheed Martin Corporation …$284MHarbor Linx, Inc. Employee Stock Ownership PlanHarbor Linx, Inc. Employee S…$282MUnited States Sugar Corporation - ESOP Ownership PlanUnited States Sugar Corporat…$282MAubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanAubrey Silvey Enterprises, I…$281M
End-of-year total assets ($M) among Lockheed Martin Corporation Capital Accumulation Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$267M
Net Assets (End of Year)$284M
Net Income$16M
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): 0.283619058 · Participants: 7445Lockheed Martin Corporation Capital Accumulation PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Management ESOPEa Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan, Total assets ($B): 0.133694947 · Participants: 594Ea 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 $284M in end-of-year assets across 7,445 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $38,095 per participant (28% of the national average assets-per-participant) . Net income for plan year 2024 was $16M.

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 Open filing
2024 · index core 7,445 $284M This page

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 Envision Management Holding, Inc. Employee Stock Ownership Plan in CO ($284M); by covered participants it is H&m Employee Stock Ownership Plan in NJ (7,661 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,445 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Lockheed Martin Corporation Capital Accumulation Plan grew at a solid clip - up 6.1% during 2024, from $267M to $284M. Reported net income was $16M.
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 123,622 plans that reported assets for plan year 2024 (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 Envision Management Holding, Inc. Employee Stock Ownership Plan in CO ($284M, 1,205 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 H&m Employee Stock Ownership Plan in NJ (7,661 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.