Back to filter
Original filing (PDF)20250723141104NAL0008913138001
LOCKHEED MARTIN CORPORATION
Form 5500
FILING_RECEIVED
LOCKHEED MARTIN CORPORATION HOURLY EMPLOYEE SAVINGS PLAN PLUS
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
6,626
Accounts w/ balance
9,593
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: LMC DEFINED CONTRIBUTION MASTER TRUST (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCKHEED MARTIN CORPORATION.
Plan sponsor
Name
LOCKHEED MARTIN CORPORATION
EIN
52-1893632
Address
6801 ROCKLEDGE DRIVE, CCT-224 · BETHESDA, MD · 20817
Phone
(863) 647-0370
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
018
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2O · ESOP (non-leveraged)
2E · Profit-sharing
2G · Total participant-directed accounts
2I · Stock bonus
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3F · Sponsor used leased employees
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $1.1B(98% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LMC DEFINED CONTRIB MASTER TRUST STATE STREET BANK & TRUST COMPANY · EIN 04-3321934 / PN 002 | Master Trust | — | — | $1.1B | 97.5% |
Related plans
Similar-size Manufacturing plans
CRANE COMPANY
CRANE SAVINGS AND INVESTMENT PLAN
$1.2B · 4,154 participants
COHERENT CORP.
COHERENT CORP. 401(K) PROFIT SHARING PLAN
$1.2B · 4,242 participants
ATLAS COPCO NORTH AMERICA LLC
ACNA 401(K) PLAN
$1.1B · 8,055 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants
WATERS TECHNOLOGIES CORPORATION
THE WATERS EMPLOYEE INVESTMENT PLAN
$1.2B · 2,894 participants
FMC CORPORATION
FMC CORPORATION EMPLOYEES' RETIREMENT PROGRAM
$1.1B · 74 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B