Back to filter
Original filing (PDF)20251003103652NAL0003229154001
GENERAL DYNAMICS CORPORATION
Form 5500
FILING_RECEIVED
GENERAL DYNAMICS RETIREMENT PLAN (BATH IRON WORKS)
Defined-benefit pension plan
Signals · 1
8 service providers
Active participants
1,282
Accounts w/ balance
—
Plan assets (EOY)
$429.1M
Net assets (EOY)
$428.6M
How this plan invests
This plan
18 pooled trusts
Schedule D
18 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
- 30 bps in Schedule C fees — 195% above peer band of 10 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 RD · RESTON, VA · 201905311
Phone
(703) 876-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
078
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 CO | 04-2647786 | — | PLAN RECORDKEEPER | $361K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK FINANCIAL MANAGEMENT, INC | 13-3806691 | — | INVESTMENT MANAGER | $286K | — |
| PACIFIC INVESTMENT MGMT CO LLC | 33-0629048 | — | INVESTMENT MANAGER | $177K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | PLAN TRUSTEE | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP | 13-5565207 | — | PLAN AUDITOR | $60K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | ACTUARY & FORM 5500 PREP | $320K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JENNER & BLOCK LLP | 36-2192554 | — | LEGAL | $47K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | FINANCIAL STATEMENT PREP | $9K | — |
Investments
6 direct securities · 18 pooled funds· $477.1M(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
$368.0M
15 holdings
Uncategorized
$92.1M
6 holdings
Master Trust
$17.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NTC RUSSELL 1000 IND FD - LENDING NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 006 | Common Collective Trust | — | $60.1M | $85.1M | 19.8% | |
| PIMCO LONG-TERM CREDIT BD CIT CL GD GREAT GRAY TRUST COMPANY, LLC · EIN 88-2384525 / PN 795 | Common Collective Trust | — | $66.2M | $66.9M | 15.6% | |
| Northern Trust Investments, Inc. World ex-US Investable market Index Fund - Lending | — | — | $40.2M | $47.8M | 11.1% | |
| NTC WORLD EX US INV MKT IND FD-LEND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 126 | Common Collective Trust | — | — | $47.8M | 11.1% | |
| US LONG CREDIT BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3263177 / PN 001 | Common Collective Trust | — | $43.6M | $44.1M | 10.3% | |
| INTERMEDIATE GOV BD INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118548 / PN 001 | Common Collective Trust | — | $25.7M | $26.5M | 6.2% | |
| Dimensional Fund Advisors Emerging Markets ex-China Equity Portfolio Institutional Class | — | — | $18.4M | $18.5M | 4.3% | |
| GDC GRP RET TR - DIVERSIFYING POOL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 004 | Master Trust | — | — | $17.1M | 4.0% | |
| TREAS US 5 YEAR KEY RATE DUR N-L FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | — | $19.5M | $17.0M | 4.0% | |
| TREAS US 10 YEAR KEY RATE DUR N-L A BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $22.7M | $15.2M | 3.5% | |
| TRES US 15 YEAR KEY RATE DUR N-L FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $17.4M | $12.6M | 2.9% | |
| TRES US 25+ YEAR KEY RATE DUR N-L F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $17.3M | $12.0M | 2.8% | |
| AMER CENT CORP HIGH YIELD BD TR K GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 025 | Common Collective Trust | — | $8.8M | $10.3M | 2.4% | |
| New York Life Investment Management MacKay High Yield Corporate Bond Fund | — | — | $10.0M | $10.3M | 2.4% | |
| TRES US 20 YEAR KEY RATE DUR N-L FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $11.5M | $8.3M | 1.9% | |
| Dimensional Fund Advisors U.S. Small Cap Portfolio Institutional Class | — | — | $6.8M | $7.9M | 1.8% | |
| DEVELOPED REAL ESTATE IDX N-L FD F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-4102422 / PN 001 | Common Collective Trust | — | $6.7M | $7.7M | 1.8% | |
| HIGH YIELD BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4859555 / PN 001 | Common Collective Trust | — | $5.8M | $6.8M | 1.6% | |
| Northern Trust Investments, Inc. Government Short-Term Investment Fund | — | — | $6.8M | $6.8M | 1.6% | |
| NT COLL GOVERNMENT STIF NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068 | Common Collective Trust | — | — | $6.8M | 1.6% | |
| Northern Trust Investments, Inc. Emerging Markets ex-China Investable Market Index Fund - Non Lending | — | — | $714K | $785K | 0.2% | |
| NT EMER MKT EX CHINA INV MKT ID N-L NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 249 | Common Collective Trust | — | — | $785K | 0.2% | |
| GDC GRP RET TR - NOMURA POOL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 005 | Master Trust | — | — | $683 | <0.1% | |
| GDC GRP RET TR - LIABILITY AWARE PL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 001 | Master Trust | — | — | $468 | <0.1% |