IBM Personal Pension Plan vs Lockheed Martin Corporation Retirement Plan
Side-by-side pension health comparison from DOL and public plan data
IBM Personal Pension Plan and Lockheed Martin Corporation Retirement Plan are meaningfully apart on the LakeQuality pension-health rubric: IBM Personal Pension Plan grades A while Lockheed Martin Corporation Retirement Plan grades B. Funding ratios: 131% vs 79%.
IBM Personal Pension Plan comes out ahead on the composite rubric. For a participant in either plan, the spread is informative but not directly actionable — pension participation is not portable, so the relevant question is what each plan's funded-status trajectory means for that participant's benefit security.
Verdict
IBM Personal Pension Plan has a stronger Pension Health Score of 100/100 (A) compared to Lockheed Martin Corporation Retirement Plan at 70/100 (B). Funding ratios differ by 52.2 percentage points (131.0% vs 78.8%). IBM Personal Pension Plan covers 140,566 participants.
| Metric | IBM Personal Pension Plan | Lockheed Martin Corporation Retirement Plan |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 100/100 (A)* | 70/100 (B) |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 131.0%* | 78.8% |
| Total Assets | $24.4B | $17.4B |
| Total Liabilities | $18.7B* | $22.1B |
| Unfunded Liability | $0* | $4.7B |
| Participants | 140,566 | 84,564 |
| 1-Year Investment Return | 7.6%* | 7.1% |
| Plan Type | corporate | corporate |
| PBGC Risk Level | low | moderate |
| Sponsor | IBM Corporation | Lockheed Martin |
IBM Personal Pension Plan has a stronger Pension Health Score of 100/100 (A) compared to Lockheed Martin Corporation Retirement Plan at 70/100 (B). Funding ratios differ by 52.2 percentage points (131.0% vs 78.8%). IBM Personal Pension Plan covers 140,566 participants.
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