How big is Elbit Systems of America, LLC's plan?

Elbit Systems of America, LLC's plan reported $83.0M in assets and 220 participants for 2024.

Original filing (PDF)20251007194138NAL0005201745001

Elbit Systems of America, LLC

Name: Elbit Systems of America, LLC — Elbit Systems of, Form 5500 (2024)
Creator: Elbit Systems of America, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Elbit Systems of America Pension Plan for Employees in the Night Vision Bargaining UNIT

Defined-benefit pension plan · Elbit Systems of America, LLC's Elbit Systems of America Pension Plan for Employees in the Night Vision Bargaining UNIT held $83.0M in plan assets for 220 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

220

Accounts w/ balance

—

Plan assets (EOY)

$83.0M

Net assets (EOY)

$83.0M

Plan identifiers

Elbit Systems of America, LLC's EIN is 30-0403919.

EIN 30-0403919

Plan number 002

Plan year 2024

ACK ID 20251007194138NAL0005201745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elbit Systems of America, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELBIT SYSTEMS OF AMERICA, LLC.

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How this plan invests

This plan

164 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ELBIT SYSTEMS OF AMERICA, LLC

EIN

all filings

Address

4700 MARINE CREEK PARKWAY · FORT WORTH, TX · 76179

Phone

(817) 234-6600

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1B · Flat-dollar DB formula

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WHITLEY PENN, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDUCIENT ADVISORS LLC	36-4001764	—	NONE	$44K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLC MANAGEMENT US LLC	—	WELLESLEY HILLS, MA	NONE	$125K	—

Investments

164 direct securities· $80.6M(97% of reported assets)

Bonds / Notes

$38.4M

105 holdings

U.S. Treasuries

$14.4M

27 holdings

Common Collective Trusts

$11.5M

2 holdings

Common Stocks

$7.1M

17 holdings

Other securities

$5.9M

9 holdings

Cash / Money Market

$1.5M

1 holding

Structured Credit (CLO/ABS)

$935K

2 holdings

Mutual Funds

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$11.5M PIMCO$886K Goldman Sachs$862K JPMorgan$768K MetLife$324K Wells Fargo / Allspring$307K Prudential / PGIM$247K State Street / SPDR$224K Morgan Stanley$200K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

					% of plan
Vanguard Institutional Index Fund #94	Common Collective Trusts	—	$4.2M	$7.1M	8.5%
Vanguard Developed Markets Index Fund Admiral Class #127	Common Collective Trusts	—	$3.9M	$4.4M	5.3%
United States Treasury Strips Stripped Coupon Dtd 08/15/2024 Zero Cpn 08/15/2054	U.S. Treasuries	—	$2.2M	$1.8M	2.2%
Principal Government Money Market Fund	Cash / Money Market	—	$1.5M	$1.5M	1.9%
Conestoga Small Cap Fund Class Inst	Other securities	—	$1.2M	$1.4M	1.7%
Hotchkis & Wiley Small Cap Diversified Value Fund Class I	Other securities	—	$1.3M	$1.4M	1.7%
United States Treasury Sec Stripped Zero Cpn Dtd 02/17/15 02/15/2045	U.S. Treasuries	—	$1.1M	$1.2M	1.4%
Gqg Partners Emerging Markets Equity Fund Class R6	Other securities	—	$798K	$896K	1.1%
Sfave Commercial Mortgage Secu Ser 2015- 5ave Cl A2b 4 Day Delay 144a Priv Plcmt 01/05/2035	Other securities	—	$823K	$888K	1.1%
Pimco Rae Emerging Markets Fund Class Inst #2143	Mutual Funds	—	$832K	$886K	1.1%
Bank Of America Corp Dtd 06/14/21 0.000% 06/14/2029	Bonds / Notes	—	$810K	$871K	1.1%
United States Treasury Bond Dtd 02/16/16 0.000% 02/15/2046	U.S. Treasuries	—	$849K	$868K	1.0%
Goldman Sachs Group Inc Dtd 01/27/21 01/27/2032	Common Stocks	—	$786K	$862K	1.0%
Apple Inc Dtd 05/13/15 4.375% 05/13/2045	Bonds / Notes	—	$807K	$856K	1.0%
United States Treasury Bond Dtd 02/15/17 0.000% 02/15/2047	U.S. Treasuries	—	$841K	$839K	1.0%
United States Treasury Bonds Dtd 08/15/2024 4.125% 08/15/2044	U.S. Treasuries	—	$906K	$833K	1.0%
United States Treasury Bond Zero Cpn Dtd 02/18/14 0.000% 02/15/2044	U.S. Treasuries	—	$737K	$813K	1.0%
United States Treasury Notes Dtd 08/15/2024 3.875% 08/15/2034	U.S. Treasuries	—	$829K	$775K	0.9%
Santander Drive Auto Receivables Asset Bckd Sec Ser 2023-5 Cl C Dtd 10/18/2023 6.430% 02/18/2031	Bonds / Notes	—	$773K	$771K	0.9%
Jpmorgan Chase & Co Dtd 07/24/17 01/27/2032	Common Stocks	—	$780K	$768K	0.9%
Unitedhealth Group Inc Dtd 07/23/15 4.625% 07/15/2035	Bonds / Notes	—	$705K	$722K	0.9%
United States Treasury Bond Dtd 02/15/19 0.000% 02/15/2049	U.S. Treasuries	—	$723K	$701K	0.8%
Conagra Brands Inc Dtd 10/16/20 1.375% 11/01/2027	Bonds / Notes	—	$652K	$695K	0.8%
At&t Inc Dtd 02/19/19 4.350% 03/01/2029	Bonds / Notes	—	$663K	$690K	0.8%
Gls Auto Receivables Trust Asset Bckd Sec Ser 2024-1a Cl D Dtd 02/14/2024 5.950% 12/17/2029	Bonds / Notes	—	$681K	$687K	0.8%
Reynolds American Inc Dtd 06/12/15 4.450% 06/12/2025	Bonds / Notes	—	$670K	$678K	0.8%
Comcast Corp Dtd 01/14/13 4.250% 01/15/2033	Bonds / Notes	—	$654K	$672K	0.8%
Pnc Bank Na Dtd 07/26/18 4.050% 07/26/2028	Bonds / Notes	—	$626K	$662K	0.8%
Cps Auto Trust Asset Bckd Sec Ser 2024-a Cl C Dtd 01/ 24/2024 5.740% 04/15/2030	Bonds / Notes	—	$652K	$655K	0.8%
National Rural Util Coop Dtd 10/31/2022 5.800% 01/15/2033	Bonds / Notes	—	$651K	$647K	0.8%
Santander Drive Auto Receivabl Asset Bckd Sec Ser 2022-2 Cl C Dtd 03/30/2022 3.760% 07/16/2029	Bonds / Notes	—	$626K	$638K	0.8%
Duke Energy Indiana Llc Dtd 05/12/16 3.750% 05/15/2046	Bonds / Notes	—	$652K	$623K	0.8%
United States Treasury Bond Dtd 02/15/18 0.000% 02/15/2048	U.S. Treasuries	—	$614K	$622K	0.7%
Manuf & Traders Trust Co Dtd 08/17/17 3.400 08/17/2027	Common Stocks	—	$601K	$616K	0.7%
Capital One Financial Co Dtd 05/09/2022 Var Cpn 05/10/2028	Common Stocks	—	$577K	$613K	0.7%
Avis Budget Rental Car Funding Asset Bckd Sec Ser 2023-8a Cl A Dtd 09/18/2023 6.020% 02/20/2030	Bonds / Notes	—	$593K	$601K	0.7%
Nevada Power Co Dtd 01/30/19 3.700% 05/01/2029	Bonds / Notes	—	$564K	$592K	0.7%
Toronto-dominion Bank Medium Term Note Convertible Dtd 06/08/2022 4.456% 06/08/2032	Bonds / Notes	—	$563K	$573K	0.7%
United States Treasury Notes Dtd 10/31/2024 4.125% 10/31/2029	U.S. Treasuries	—	$571K	$568K	0.7%
Brean Asset Backed Securities Cmo Ser 2023-rm7 Cl A2 Dtd 12/15/2023 Var Cpn 03/25/2078	Structured Credit (CLO/ABS)	—	$510K	$559K	0.7%
Anheuser-busch Inbev Wor Dtd 01/23/19 5.450% 01/23/2039	Bonds / Notes	—	$546K	$556K	0.7%
United States Treasury Strips Stripped Coupon Dtd 08/15/2023 Zero Cpn 08/15/2053	U.S. Treasuries	—	$497K	$548K	0.7%
United States Treasury Sec Stripped Zero Cpn Dtd 02/16/21 02/15/2051	U.S. Treasuries	—	$580K	$537K	0.6%
Hyundai Capital America Dtd 06/26/2023 5.680% 06/26/2028	Bonds / Notes	—	$517K	$533K	0.6%
General Motors Finl Co Dtd 04/07/2022 4.300% 04/06/2029	Bonds / Notes	—	$506K	$531K	0.6%
United States Treasury Bond Zero Cpn Dtd 02/15/13 0.000% 02/15/2043	U.S. Treasuries	—	$469K	$529K	0.6%
Enel Finance Intl Nv 144a Priv Plcmt 3.500% 04/06/2028	Bonds / Notes	—	$491K	$519K	0.6%
United States Treasury Bond Dtd 02/18/20 0.000% 02/15/2050	U.S. Treasuries	—	$538K	$516K	0.6%
American Tower Corp Dtd 10/03/19 2.750% 01/15/2027	Bonds / Notes	—	$484K	$514K	0.6%
Sumitomo Mitsui Fin Dtd 01/13/2023 5.520% 01/13/2028	Bonds / Notes	—	$487K	$503K	0.6%

1–50 of 164

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