401(k) Retirement Plan · Active
RETIREMENT PLAN FOR CERTAIN REPRESENTED EMPLOYEES
LOCKHEED MARTIN CORPORATION·EIN 521893632
6801 ROCKLEDGE DRIVE, CCT-224 · BETHESDA, MD 20817
Plan year
2024
Plan #
068
Industry
Filing ACK
202510091032…
Prospect flagsNo flags tripped
Summary metrics
Total assets (EOY)
$3200.6M
$0 per participant
Active participants
32,708
46.0% participation
Participation rate
46.0%
13th percentile
Annual return
0.94%
9th percentile
Admin expense
0.26%
% of assets
Flag timeline
Issue history by plan year
Tripped years: 0Watched years: 0
2021
Clean
2022
Clean
2023
Clean
2024
Clean
CleanWatchedTripped (shade = count)
Section 02
How this plan compares
Peer groupIndustry33, Assets>$1B, Participants5,000-9,999, Snapshot2024
- Participant contribution$00th pctile
- Employer contribution$00th pctile
- Participation rate46.0%13th pctile
- Assets per participant$00th pctile
- Expense efficiency$25122nd pctile
- Annual return0.94%9th pctile
Overall peer rank
- Bottom quartile
- Mid
- Top quartile
Averaged across 6 normalized metrics within the selected peer group.
Fee trend
Return trend
Section 03
10-year trajectory2021 - 2024
How plan year 2024 played out
Asset flow
-$159.27M
Start of year to end of year
Section 04
Asset composition
End-of-year allocation
Asset allocation
No Schedule H allocation amounts on this filing
Cash drag vs peers
Plan cash
0.0%
Peer average
0.5%
In line with peersPeer marker at 0.5%
Section 04
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Section 05Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliancePension benefit codes1A1B1C3F3H
Section 05
Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliance
Pension benefit codes1A1B1C3F3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1BBenefits are primarily flat dollarBenefits are primarily a flat dollar amount (including a dollar amount per year of service).
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Contributions
Employer total$0
Participant total$0
Employer / P$0
Participant / P$0
Expenses
Admin expenses$1,531,864
Per participant$251.08
% of assets0.05%
Fidelity bond
Coverage amount$100,000,000
% of assets3.12%Below ERISA §412 10% minimum
Section 06
Other plans under this sponsor
Same EIN ·521893632
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