Benchmarking Lockheed Martin Corporation Hourly Employee Savings Plan Plus in Bethesda, MD against all plans
Lockheed Martin Corporation Hourly Employee Savings Plan Plus in Bethesda, MD has the 12th-highest yield on beginning-of-plan-year total assets (-4.08%) among the 545 plans that are self-administered by the plan sponsor. That -4.08% compares to an average of -15.53% across those 545 plans.
Beating the average of -15.53% means an extra $204,955,568 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
Lockheed Martin Corporation Hourly Employee Savings Plan Plus has these standings among those 545 peer plans:
Beating the average of -15.53% means an extra $204,955,568 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
Lockheed Martin Corporation Hourly Employee Savings Plan Plus has these standings among those 545 peer plans:
- yield on beginning-of-plan-year total assets = -4.08% (12th-highest)
- net earnings on investments = -$73,024,014 (11th-highest)
- total assets at beginning of plan year = $1,789,745,511 (208th-least)
- asset transfers to the plan = $0
- asset transfers from the plan = $0
- cash contributions from participants = $89,872,779
- cash contributions from employers = $28,201,389
- total contributions = $126,020,263
Visualize
Peers
beat out by Dillard's, Inc. Investment & Employee Stock Ownership Plan in Little Rock, AR (17.58%), Performance Contracting Group, Inc. ESOP/401(K) Plan in Lenexa, KS (14.38%), HDR, Inc. Best Plan and ESOP in Omaha, NE (5.76%), and Chevron Employee Savings Investment Plan in San Ramon, CA (3.31%), and 7 others, ending with Black & Veatch Retirement Program in Overland Park, KS (-4.02%).
beat O'Reilly Automotive, Inc. Profit Sharing and Savings Plan in Springfield, MO (-5.01%), Walmart 401(K) Plan in Bentonville, AR (-5.13%), Paccar Inc Savings Investment Plan in Bellevue, WA (-5.25%), and Lockheed Martin Corporation Salaried Savings Plan in Bethesda, MD (-5.32%), and others, ending with Edwards Lifesciences Corporation 401k Savings and Investment Plan in Irvine, CA (-25.88%).
beat O'Reilly Automotive, Inc. Profit Sharing and Savings Plan in Springfield, MO (-5.01%), Walmart 401(K) Plan in Bentonville, AR (-5.13%), Paccar Inc Savings Investment Plan in Bellevue, WA (-5.25%), and Lockheed Martin Corporation Salaried Savings Plan in Bethesda, MD (-5.32%), and others, ending with Edwards Lifesciences Corporation 401k Savings and Investment Plan in Irvine, CA (-25.88%).
References
- self-administered by the plan sponsor. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.