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Original filing (PDF)20251010115531NAL0008100865001
BAE SYSTEMS, INC.
Form 5500
FILING_RECEIVED
BAE SPACE & MISSION SYSTEMS PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
3,815
Accounts w/ balance
—
Plan assets (EOY)
$417.2M
Net assets (EOY)
$417.1M
How this plan invests
This plan
2 collective trusts
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)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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
Same as plan sponsor.
Plan characteristics
Plan number
053
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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $252K | — |
| GROOM LAW GROUP | 52-1219029 | — | NONE | $107K | — |
| AON INVESTMENTS USA INC. | 36-3109431 | — | NONE | $78K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $33K | — |
| AON CONSULTING, INC. | 22-2232264 | — | NONE | $32K | — |
| PIMCO | 33-0629048 | — | NONE | $23K | — |
| ALVAREZ & MARSHAL TAX, LLC | 56-2409465 | — | NONE | $18K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $10K | — |
| LGIM AMERICA | — | CHICAGO, IL | NONE | $8K | — |
Investments
2 pooled funds· $412.7M(99% 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 | $412.7M | 98.9% |
| BALL CORP. MASTER PENSION TRUST BALL CORPORATION · EIN 33-1013896 / PN 001 | Master Trust | $0 | <0.1% |
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