Back to filter
Original filing (PDF)20250924093844NAL0016776002001
GENERAL ATOMICS
Form 5500
FILING_RECEIVED
PENSION PLAN OF GENERAL ATOMICS
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
12,456
Accounts w/ balance
—
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
25 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — 696% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL ATOMICS.
Plan sponsor
Name
GENERAL ATOMICS
EIN
95-3735102
Address
P. O. BOX 85608 · SAN DIEGO, CA · 921865608
Phone
(858) 455-3000
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1E · Section 401(h) arrangement
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK FINANCIAL MANAGEMENT | 13-3806691 | — | NONE | $2.0M | — |
| MILLIMAN USA | 91-0675641 | — | NONE | $1.4M | — |
| MERCER | 13-2834414 | — | NONE | $204K | — |
| NORTHERN TRUST | 36-1561860 | — | NONE | $164K | — |
| WELLINGTON TRUST COMPANY | 04-2767481 | — | NONE | $113K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | NONE | $110K | — |
| PRUDENTIAL TRUST COMPANY | 23-6994310 | — | NONE | $63K | — |
| PILLSBURY WINTHROP LLP | 94-1311126 | — | NONE | $49K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | NONE | $36K | — |
Investments
9 direct securities · 25 pooled funds· $932.2M(90% 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.
Common Collective Trust
$876.9M
25 holdings
Uncategorized
$55.3M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG DUR CORP CREDIT SCREENED NONLE BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 27-4520291 / PN 001 | Common Collective Trust | 11,552 | $226.4M | $211.1M | 20.4% | |
| RUSSELL 1000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-6589508 / PN 001 | Common Collective Trust | 254 | $107.0M | $124.6M | 12.0% | |
| INSTL TR CO N A INVT FDS BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 47-1217136 / PN 001 | Common Collective Trust | 8,371 | $93.7M | $94.8M | 9.1% | |
| RUSSELL 3000 INDEX FUND FUND/OPEN BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3302956 / PN 001 | Common Collective Trust | 971 | $53.6M | $70.7M | 6.8% | |
| INTERMED GOVT BOND INDEX FUND/OPEN BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3118548 / PN 001 | Common Collective Trust | 1,454 | $66.5M | $67.9M | 6.5% | |
| WTC NA CIF INTL RESEARCH EQUITY PF WELLINGTON TRUST COMPANY, NA · EIN 04-2767481 / PN 036 | Common Collective Trust | 2,717 | $33.5M | $36.0M | 3.5% | |
| COHEN&STEERS GLOBAL REALTY-CLASS BR SEI TRUST COMPANY · EIN 47-1218827 / PN 002 | Common Collective Trust | 2,260 | $33.0M | $35.6M | 3.4% | |
| INTL ALPHA TILTS FD FUND/OPEN END BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3242550 / PN 001 | Common Collective Trust | 604 | $30.4M | $34.7M | 3.3% | |
| HIGH YIELD BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 47-4859555 / PN 001 | Common Collective Trust | 1,812 | $22.7M | $26.1M | 2.5% | |
| INTL EQUITY FUND CIT CLASS 7A MFS INVESTMENT MANAGEMENT · EIN 57-1187281 / PN 013 | Common Collective Trust | 1,266 | $24.4M | $23.9M | 2.3% | |
| EMERGING MARKET DEBT BLEND FUND PRUDENTIAL TRUST CO · EIN 23-6994310 / PN 204 | Common Collective Trust | 170 | $22.6M | $20.9M | 2.0% | |
| COLLECT SHORT TERM INVESTMENT FUND NORTHERN TRUST INVESTMENT, NA · EIN 45-6138589 / PN 084 | Common Collective Trust | 17,608 | $17.6M | $17.6M | 1.7% | |
| WORLD REAL ESTATE SEC FD BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 47-4175415 / PN 001 | Common Collective Trust | 1,082 | $15.8M | $16.1M | 1.6% | |
| TREASURY US 25+ YR KEY RATE DUR NL BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 45-3856224 / PN 001 | Common Collective Trust | 3,978 | $37.6M | $15.6M | 1.5% | |
| MSCI ACWI EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 27-1709876 / PN 001 | Common Collective Trust | 407 | $12.9M | $15.5M | 1.5% | |
| MFO MAINSTAY MACKAY HIGH YIELD CORPORATE BOND FUND | — | 2,818 | $14.9M | $14.6M | 1.4% | |
| EMERGING MARKETS ALPHA TILTS FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 27-0793907 / PN 001 | Common Collective Trust | 624 | $13.3M | $13.9M | 1.3% | |
| TREAS US 10 YR KEY RATE DUR NL FD A BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 47-4226866 / PN 001 | Common Collective Trust | 2,536 | $24.0M | $11.6M | 1.1% | |
| MFO JPMORGAN TR I EMERGING MKTS EQUITY FD CL R6 | — | 377 | $11.5M | $11.4M | 1.1% | |
| MFO DFA EMERGING MARKETS EX CHINA EQ PORT | — | 1,121 | $11.1M | $11.2M | 1.1% | |
| TREASURY US 5 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 47-4104495 / PN 001 | Common Collective Trust | 1,503 | $12.1M | $10.3M | 1.0% | |
| JPM EMBI GLBL DIV IDX FD C FUND/OPE BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 83-2484374 / PN 001 | Common Collective Trust | 738 | $6.9M | $7.4M | 0.7% | |
| EMERGING MARKETS LOCAL CURRENCY CL1 BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 46-4236083 / PN 001 | Common Collective Trust | 719 | $7.1M | $7.3M | 0.7% | |
| GLOBAL CREDIT OPPORTUNITIES II FUND LP | — | 7,633 | $7.6M | $6.7M | 0.6% | |
| TREAS US 15 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 45-3856099 / PN 001 | Common Collective Trust | 1,911 | $17.2M | $6.6M | 0.6% | |
| CLCT INVST GLBL SM-CAP EQU CIT CL B ACADIAN COLLECTIVE INVESTMENT TRUST · EIN 47-3984728 / PN 081 | Common Collective Trust | 348 | $6.2M | $6.1M | 0.6% | |
| MFO ROWE T PRICE INTERNATIONAL FUNDS GBL HIGH INC I | — | 697 | $6.4M | $6.0M | 0.6% | |
| BLACKROCK PRIVATE OPPORTUNITIES FUND V LP | — | 3,785 | $3.8M | $4.6M | 0.4% | |
| TREAS US 20 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 45-3856189 / PN 001 | Common Collective Trust | 700 | $4.3M | $2.5M | 0.2% | |
| BLACKROCK SECONDARIES & LIQUIDITY SOLUTIONS II LUX | — | 675 | $675K | $675K | <0.1% | |
| BLACKROCK PRIVATE EQUITY PRIMARIES | — | 300 | $300K | $262K | <0.1% | |
| HARRIS ASSOC OAKMARK INTL COL FD SEI TRUST COMPANY · EIN 27-4432919 / PN 614 | Common Collective Trust | — | — | $0 | <0.1% | |
| RUSSELL 1000 INDEX NONLENDABLE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 26-4040281 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| United States dollar | — | — | -$104K | -$104K | <0.1% |
Related plans
Other plans using BLACKROCK FINANCIAL MANAGEMENT
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
Similar-size All Other Professional Services plans
CHARLES RIVER LABORATORIES, INC.
CHARLES RIVER LABORATORIES, INC. SAVINGS/PLUS PLAN
$1.1B · 9,584 participants
FLIGHTSAFETY INTERNATIONAL INC.
FLIGHTSAFETY EMPLOYEES' 401(K) RETIREMENT PLAN
$957.9M · 4,590 participants
WESTINGHOUSE ELECTRIC COMPANY LLC
WESTINGHOUSE ELECTRIC COMPANY MASTER TRUST
$941.2M
WESTINGHOUSE ELECTRIC COMPANY LLC
WESTINGHOUSE ELECTRIC COMPANY PENSION PLAN
$924.2M · 2,304 participants
KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC.
KONICA MINOLTA 401(K) PLAN
$1.2B · 5,286 participants
MAXIMUS, INC.
MAXIMUS, INC. 401(K) PLAN
$913.2M · 40,533 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B