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Original filing (PDF)20251010113917NAL0007634273001
BAE SYSTEMS, INC.
Form 5500
FILING_RECEIVED
BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed20 service providers
Active participants
7,278
Accounts w/ balance
—
Plan assets (EOY)
$3.2B
Net assets (EOY)
$3.2B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 453% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAE SYSTEMS, INC..
Plan sponsor
Name
BAE SYSTEMS, INC.
EIN
22-3537950
Address
2941 FAIRVIEW PARK DRIVE · FALLS CHURCH, VA · 22042
Phone
(888) 900-4223
Industry
Manufacturingsee all
Plan administrator
Name
BAE SYSTEMS ADMINISTRATIVE COMMITTEE
EIN
52-2267705
City
FALLS CHURCH, VA
Phone
(571) 461-6088
Plan characteristics
Plan number
050
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
1I · Frozen plan — no new benefit accrual
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
20 rowsOther
20| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $2.7M | — |
| METROPOLITAN WEST ASSET MANAGEMENT | 95-2642764 | — | NONE | $1.0M | — |
| AON INVESTMENTS USA INC. | 36-3109431 | — | NONE | $961K | — |
| PIMCO | 33-0629048 | — | NONE | $804K | — |
| NISA INVESTMENT ADVISORS | 48-1140940 | — | NONE | $747K | — |
| AON CONSULTING, INC. | 22-2232264 | — | NONE | $557K | — |
| GROOM LAW GROUP | 52-1219029 | — | NONE | $520K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $362K | — |
| FRANKLIN TEMPLETON | 13-2670997 | — | NONE | $306K | — |
| DELOITTE | 13-3891517 | — | NONE | $220K | — |
| LGIM AMERICA | — | CHICAGO, IL | NONE | $200K | — |
| UBS | 13-2628166 | — | NONE | $187K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $55K | — |
| METROPOLITAN TOWER LIFE INSUR | 13-3114906 | — | NONE | $55K | — |
| PEGGY EDGE, CPA | 26-4527814 | — | NONE | $50K | — |
| ATHENE ANNUITY AND LIFE CO | 04-0175020 | — | NONE | $50K | — |
| STATE STREET BANK AND TRUST COMPANY | 04-1867445 | — | NONE | $30K | — |
| PRICEWATERHOUSECOOPERS | 13-4008324 | — | NONE | $26K | — |
| RHK CONSULTING, LLC | 81-4275535 | — | NONE | $23K | — |
| ISS SCAS | — | NEW YORK, NY | NONE | $8K | — |
Investments
1 pooled fund· $3.2B(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BAE MASTER PENSION INVESTMENT TRUST BAE SYSTEMS INC · EIN 56-6554915 / PN 001 | Master Trust | $3.2B | 100.0% |