Bae Systems, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bae Systems, Inc. (EIN 22-3537950) is a plan sponsor located in Falls Church, VA with 9 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 22-3537950
- Location
- Falls Church, VA
- Loaded plans
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $13,069,252,323
- Total reported liabilities (EOY)
- $57,767,523
- Total reported net assets (EOY)
- $12,967,247,077
Contributions & income
- Employer contributions
- $510,619,316
- Participant contributions
- $402,657,641
- Total income / additions
- $2,814,295,706
Expenses & distributions
- Benefits paid / distributions
- $2,434,316,882
- Total expenses
- $2,492,226,457
- Net increase / (decrease)
- $322,069,249
Coverage
- Total reported participants
- 164,371
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Bae Systems Employees' Savings And Investment Plan | 003 | 49,546 | $9,406,287,325 | 2023 |
| Bae Systems Employees' Retirement Plan | 050 | 30,388 | $3,419,739,198 | 2023 |
| Bae Systems Retiree Welfare Benefit Plan | 515 | 6,648 | $162,100,738 | 2023 |
| Bae Systems Funded Welfare Benefit Plan | 503 | 28,484 | $81,125,062 | 2023 |
| Bae Systems Unfunded Welfare Benefit Plan | 501 | 31,528 | not reported in the loaded dataset | 2023 |
| Bae Systems Severance Plan | 509 | 11,595 | not reported in the loaded dataset | 2023 |
| Bae Systems Severance Plan Intelligence & Security | 626 | 5,288 | not reported in the loaded dataset | 2023 |
| Bae Systems Severance Plan Intelligence & Security For Employees Subject To Sca And Dba | 627 | 608 | not reported in the loaded dataset | 2023 |
| Bae Systems Severance Plan For Employees Subject To Service Contract Act And Davis Bacon Act (Sca/Dba) | 625 | 286 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Bae Systems Funded Welfare Benefit Plan | 28,484 | H, C | 20240323112844NAL0004608995001 |
| 2023 | Bae Systems Funded Welfare Benefit Plan | 30,193 | H, C | 20240323113036NAL0009452592001 |
| 2023 | Bae Systems Funded Welfare Benefit Plan | 31,461 | H, C | 20240323113201NAL0007764305001 |
| 2023 | Bae Systems Employees' Savings And Investment Plan | 49,546 | H, C | 20240827142043NAL0021899986001 |
| 2023 | Bae Systems Unfunded Welfare Benefit Plan | 31,528 | — | 20241010083727NAL0020698065001 |
| 2023 | Bae Systems Severance Plan | 11,595 | — | 20241010084430NAL0035294512001 |
| 2023 | Bae Systems Severance Plan For Employees Subject To Service Contract Act And Davis Bacon Act (Sca/Dba) | 286 | — | 20241010085753NAL0011316467001 |
| 2023 | Bae Systems Severance Plan Intelligence & Security | 5,288 | — | 20241010090224NAL0019841249001 |