Employer · plans filed under one EIN
Bae Systems, Inc.
Falls Church, VA · Manufacturing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Bae Systems, Inc., based in Falls Church, Virginia, sponsors 3 retirement plans with 100 or more participants: 1 defined contribution and 2 defined benefit. Together they reported 84,504 participant records and $15.6B in net assets.
The largest is Bae Systems Employees' Savings and Investment Plan, a 401(k) plan with 58,830 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $416M and participant contributions $423M in the latest plan years; benefits paid were $1.42B. Schedule C compensation reported to service provider organisations totalled $11.1M.
Combined net assets moved from $6.99B in 2009 to $12.0B in 2025 (up 72%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Bae Systems Employees' Savings and Investment Plan | 401(k) plan | 2025 | 58,830 | $12.0B | $204,098 | $6,246 | $1.7M |
| Bae Systems Employees' Retirement Plan | defined benefit pension plan | 2024 | 20,783 | $3.21B | $154,642 | $10,305 | $8.8M |
| Bae Space & Mission Systems Pension Plan | defined benefit pension plan | 2024 | 4,891 | $417M | $85,284 | $29,332 | $561K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2025 | 1 | 58,830 | $12.0B | $229M | $423M |
| 2024 | 3 | 84,481 | $14.3B | $396M | $396M |
| 2023 | 3 | 82,606 | $13.1B | $206M | $331M |
| 2022 | 3 | 85,535 | $12.7B | $164M | $314M |
| 2021 | 3 | 84,825 | $16.0B | $203M | $303M |
| 2020 | 3 | 82,494 | $15.1B | $253M | $294M |
| 2019 | 3 | 95,646 | $14.1B | $244M | $268M |
| 2018 | 3 | 95,090 | $11.8B | $135M | $249M |
| 2017 | 3 | 93,051 | $12.9B | $255M | $233M |
| 2016 | 3 | 93,478 | $11.4B | $328M | $221M |
| 2015 | 3 | 94,422 | $10.7B | $205M | $226M |
| 2014 | 3 | 100,561 | $11.2B | $198M | $222M |
| 2013 | 3 | 103,353 | $10.6B | $308M | $229M |
| 2012 | 3 | 99,096 | $9.45B | $318M | $240M |
| 2011 | 3 | 101,767 | $8.09B | $288M | $240M |
| 2010 | 3 | 104,755 | $7.92B | $261M | $249M |
| 2009 | 3 | 108,551 | $6.99B | $270M | $298M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Willis Towers Watson | Claims processing; Contract Administrator; Recordkeeping and information management; Legal | 2 | $2,980,552 |
| Aon Investments | Investment advisory (plan) | 3 | $1,166,455 |
| Groom Law Group | Legal | 3 | $1,066,495 |
| Metropolitan West Asset Management | Investment management | 1 | $1,008,246 |
| Pimco | Investment management | 2 | $827,087 |
| Nisa Investment Advisors | Investment advisory (plan); Investment management | 1 | $746,644 |
| Empower Retirement | Recordkeeping and information management | 1 | $723,948 |
| The Northern Trust Company | Accounting (including auditing); Custodial (securities); Trustee (bank, trust company, or similar financial institution); Trustee (directed) | 3 | $591,300 |
| Aon Consulting, Inc. | Contract Administrator | 2 | $588,549 |
| Deloite & Touche LLP | Accounting (including auditing) | 2 | $318,036 |
| Franklin Templeton | Investment management | 1 | $305,839 |
| Lgim America | Investment management | 2 | $207,829 |
| UBS | Investment advisory (plan); Investment management | 1 | $186,910 |
| Ernst & Young LLP | Contract Administrator | 1 | $50,000 |
| BDO USA, P.C. | Accounting (including auditing) | 1 | $33,000 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Bae Systems, Inc. have?
3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Bae Systems Employees' Savings and Investment Plan, Bae Systems Employees' Retirement Plan and Bae Space & Mission Systems Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Bae Systems, Inc. contribute to its plans?
$415,797,489 in employer contributions across these plans in their latest plan years, about $8,709 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Willis Towers Watson, Aon Investments, Groom Law Group and Metropolitan West Asset Management and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.