ESOP · DOL Form 5500 · 2024

Lockheed Martin Corporation ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
4,157
Participants Above avg headcount
66th
Percentile by assets National rank
$3,940
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

$16M in assets, 4,157 participants

Lockheed Martin Corporation's Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees reported $16M in total assets and 4,157 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #9,736 in Manufacturing (17,777 peers)

Coverage in Maryland

Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees covers 4,157 participants in Maryland, 4.5x the typical Maryland plan (state average ~929 per filing). Assets: $16M.

#9,736
in Manufacturing (17,777 peers)
-58.0%
assets change YoY

Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees's mid-pack asset rank among Manufacturing and all filers

Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,380,234 Top 34% higher than 66% 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 for Hourly Ees'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 for Hourly Ees lands in the large band (4,157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees end-of-year assets fell from $39M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees reported participants rose from 3,867 in the plan year 2023 filing to 4,157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521893632 · Lockheed Martin Corporation PY 2024 · ESOP

Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees · $16M · 4,157 · 66th

  • NET $16M
  • BOOK 4,157
  • VS-ST 66th
  • BOY ESOP
  • SCH near Parasec Employee Stock Ownership Plan and Trust
  • EBSA ind #9736

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

Midwest Equipment Company Employee Stock Ownership PlanMidwest Equipment Company Em…$16MLockheed Martin Corporation Capital Accumulation Plan for Hourly EesLockheed Martin Corporation …$16MParasec Employee Stock Ownership Plan and TrustParasec Employee Stock Owner…$16MEast Coast Appliance Employee Stock Ownership PlanEast Coast Appliance Employe…$16MColumbus Chemical Industries, Inc. Employee Stock Ownership PlanColumbus Chemical Industries…$16M
End-of-year total assets ($M) among Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$16M
Net Income$3M
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): 0.016380234 · Participants: 4157Lockheed Martin Corporation Capital Accumulation Plan for Hourly EesEvapco, 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 ($B): 0.392391805 · Participants: 1918Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corporation Capital Accumulation PlanBrown Capital Management ESOP, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Management ESOP
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 Parasec Employee Stock Ownership Plan and Trust in CA ($16M); by covered participants it is Gensler Employee Stock Ownership Plan in CA (4,147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,157 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 for Hourly Ees assets move in 2024? ▼
Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees contracted severely - down 58.0% during 2024, from $39M to $16M. Reported net income was $3M.
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 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 Parasec Employee Stock Ownership Plan and Trust in CA ($16M, 94 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 Gensler Employee Stock Ownership Plan in CA (4,147 participants, $454M 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.