How big is BWXT Investment Company's plan?

BWXT Investment Company's plan reported $688.3M in assets and 1,708 participants for 2024.

Original filing (PDF)20250930132930NAL0016554931001

BWXT Investment Company

Name: BWXT Investment Company — BWXT Retirement Plan, Form 5500 (2024)
Creator: BWXT Investment Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

BWXT Retirement Plan

Defined-benefit pension plan · BWXT Investment Company's BWXT Retirement Plan held $688.3M in plan assets for 1,708 participants in 2024.

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

1,708

Accounts w/ balance

—

Plan assets (EOY)

$688.3M

Net assets (EOY)

$688.3M

People on this filing

Mary Earle signed BWXT Investment Company's 2024 Form 5500 as plan administrator.

Mary Earle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BWXT Investment Company's EIN is 72-1172705.

EIN 72-1172705

Plan number 001

Plan year 2024

ACK ID 20250930132930NAL0016554931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BWXT Investment Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BWXT Investment Company's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BWXT INVESTMENT COMPANY.

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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

Top-tier plan health

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (99th percentile).

Plan sponsor

Name

BWXT INVESTMENT COMPANY

EIN

all filings

Address

800 MAIN STREET · LYNCHBURG, VA · 24504

Phone

(434) 221-1977

Industry

Manufacturing

Plan administrator

Name

BWXT EMPLOYEE BENEFITS COMMITTEE

EIN

72-1172705

City

LYNCHBURG, VA

Phone

(434) 221-1977

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

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

BAUKNIGHT, PIETRAS & STORMER, P.A.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $682.7M(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.