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Original filing (PDF)20251003103000NAL0001271793001
GENERAL DYNAMICS CORPORATION
Form 5500
FILING_RECEIVED
GENERAL DYNAMICS RETIREMENT PLAN (ELECTRIC BOAT AND MISSION SYSTEMS)
Defined-benefit pension plan
Signals · 1
8 service providers
Active participants
6,426
Accounts w/ balance
—
Plan assets (EOY)
$4.1B
Net assets (EOY)
$4.1B
How this plan invests
This plan
22 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
88
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 360% above peer band of 5 bps.
- Highly fragmented vendor stack (8 disclosed providers, 7 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL DYNAMICS CORPORATION.
Plan sponsor
Name
GENERAL DYNAMICS CORPORATION
EIN
13-1673581
Address
11011 SUNSET HILLS ROAD · RESTON, VA · 201905311
Phone
(703) 876-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
070
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPS CORP INC | 04-2647786 | — | PLAN RECORDKEEPER | $1.9M | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK FINANCIAL MANAGEMENT, INC | 13-3806691 | — | INVESTMENT MANAGER | $2.6M | — |
| PACIFIC INVESTMENT MGMT CO LLC | 33-0629048 | — | INVESTMENT MANAGER | $1.9M | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | PLAN TRUSTEE | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP | 13-5565207 | — | PLAN AUDITOR | $135K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | ACTUARY & FORM 5500 PREP | $2.8M | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JENNER & BLOCK LLP | 36-2192554 | — | LEGAL | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | FINANCIAL STATEMENT PREP | $23K | — |
Investments
5 direct securities · 22 pooled funds· $4.4B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$3.6B
16 holdings
Uncategorized
$684.2M
5 holdings
Master Trust
$142.8M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO LONG-TERM CREDIT BD CIT CL GD GREAT GRAY TRUST COMPANY, LLC · EIN 88-2384525 / PN 795 | Common Collective Trust | — | $800.1M | $801.7M | 19.6% | |
| NTC RUSSELL 1000 IND FUND - LENDING NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 006 | Common Collective Trust | — | $497.7M | $711.2M | 17.4% | |
| US LONG CREDIT BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3263177 / PN 001 | Common Collective Trust | — | $499.2M | $509.7M | 12.5% | |
| Northern Trust Investments, Inc. World ex-US Investable market Index Fund - Lending | — | — | $317.2M | $381.6M | 9.3% | |
| NTC WORLD EX US INV MKT IND FD-LEND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 126 | Common Collective Trust | — | — | $381.6M | 9.3% | |
| INTERMEDIATE GOV BD INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118548 / PN 001 | Common Collective Trust | — | $214.9M | $218.6M | 5.4% | |
| LONG TERM GOV BOND INDEX N-L FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-3774476 / PN 001 | Common Collective Trust | — | $174.3M | $153.3M | 3.8% | |
| GDC GRP RET TRUST-DIVERSIFYING POOL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 004 | Master Trust | — | — | $142.8M | 3.5% | |
| Dimensional Fund Advisors Emerging Markets ex-China Equity Portfolio Institutional Class | — | — | $136.9M | $139.5M | 3.4% | |
| TREAS US 5 YEAR KEY RATE DUR N-L FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | — | $147.0M | $134.4M | 3.3% | |
| TREAS US 10 YEAR KEY RATE DUR N-L A BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $193.8M | $130.9M | 3.2% | |
| TRES US 25+ YEAR KEY RATE DUR N-L F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $149.9M | $95.3M | 2.3% | |
| AMER CENT CORP HIGH YIELD BD TR K GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 025 | Common Collective Trust | — | $80.2M | $94.2M | 2.3% | |
| New York Life Investment Management MacKay High Yield Corporate Bond Fund | — | — | $91.2M | $94.1M | 2.3% | |
| TRES US 15 YEAR KEY RATE DUR N-L FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $125.3M | $87.4M | 2.1% | |
| DEVELOPED REAL ESTATE IDX N-L FD F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-4102422 / PN 001 | Common Collective Trust | — | $64.9M | $67.3M | 1.6% | |
| Dimensional Fund Advisors U.S. Small Cap Portfolio Institutional Class | — | — | $55.7M | $63.2M | 1.5% | |
| NTC GOVERNMENT SHORT TERM INVT FD NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138599 / PN 068 | Common Collective Trust | — | $61.2M | $61.2M | 1.5% | |
| HIGH YIELD BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4859555 / PN 001 | Common Collective Trust | — | $51.4M | $60.7M | 1.5% | |
| TRES US 20 YEAR KEY RATE DUR N-L FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $78.1M | $50.2M | 1.2% | |
| Northern Trust Investments, Inc. Emerging Markets ex-China Investable Market Index Fund - Non Lending | — | — | $5.1M | $5.9M | 0.1% | |
| NTC EMER MKT EX CHINA INV MKT ID NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 249 | Common Collective Trust | — | — | $5.9M | 0.1% | |
| GDC GROUP RET TRUST-NOMURA POOL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 005 | Master Trust | — | — | $6K | <0.1% | |
| GDC GRP RETTRUST-LIABILITY AWARE PL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 001 | Master Trust | — | — | $5K | <0.1% | |
| GDC GRP RETTRUST-ELECTRIC BOAT POOL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 010 | Master Trust | — | — | $0 | <0.1% | |
| GDC GRP RETTRUST-MS 401(H)POOL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 016 | Master Trust | — | — | $0 | <0.1% | |
| GDC GRP RETTRUST-MISSION SYST POOL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 013 | Master Trust | — | — | $0 | <0.1% |