BWXT RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
BWXT INVESTMENT COMPANY
This Defined Benefit (Pension) plan holds $688M in total assets and serves 1,742 participants as of 2024. It is sponsored by BWXT INVESTMENT COMPANY in Virginia. The plan reported a net loss of $48M for the year.
What the Filing Says About BWXT RETIREMENT PLAN
BWXT RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by BWXT INVESTMENT COMPANY, headquartered in Virginia. As of the 2024 Form 5500 filing, the plan reports $688M in total end-of-year assets and covers 1,742 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 721172705, and the plan has been effective since 2003-12-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $737M at the beginning of 2024 to $688M at year-end — a decline of 6.6%. Net assets (after liabilities) closed the year at $688M, with reported net income of $-48,476,045 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $737M |
| Total Assets (End of Year) | $688M |
| Net Assets (End of Year) | $688M |
| Net Income | $-48,476,045 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 721172705 |
| Plan Effective Date | 2003-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (BWXT INVESTMENT COMPANY)
| 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.
- NORTHROP GRUMMAN PENSION PLAN $19.1B · 13,674
- RETIREMENT SECURITY PLAN $10.2B · 54,171
- NG SPACE&MISSION SYSTEMS CORP SALARIED PENSION PLA $8.5B · 7,117
- DOMINION ENERGY PENSION PLAN $7.6B · 12,263
- UNITED ASSOCIATION NATIONAL PENSION FUND $7.1B · 84,317
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the BWXT RETIREMENT PLAN? ▼
What type of plan is BWXT RETIREMENT PLAN? ▼
Who sponsors the BWXT RETIREMENT PLAN? ▼
How did BWXT RETIREMENT PLAN perform in 2024? ▼
Where can I find official filings for BWXT RETIREMENT PLAN? ▼
How does BWXT RETIREMENT PLAN compare to other plans? ▼
Explore PlainRetire
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 721172705.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.