Elbit Systems of America 401(k) match, vesting and fees
What Elbit Systems of America's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Whitley Penn LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Elbit Systems of America: employer contribution per participant | $5,389 | |
| Peer median | $2,413 |
| Elbit Systems of America: average balance | $163,726 | |
| Peer median | $86,456 |
| Elbit Systems of America: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $360M at the end of plan year 2021 to $465M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,057 | $465M | $15.3M | $5,389 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 2,956 | $346M | $14.9M | $5,186 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 2,978 | $306M | $15.5M | $5,345 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 2,862 | $360M | $15.2M | $5,468 | 0.04% | Not published | Form 5500 ↗ |
Other Elbit Systems of America plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Elbit Systems of America Pension Plan for Employees in the Night Vision Bargaining Unit
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Trust Company | Schedule C ↗ |
| Independent auditor | Whitley Penn, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Elbit Systems of America match 401(k) contributions?
The match terms for the Elbit Systems of America Consolidated 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $15.3M in employer contributions, about $5,389 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Elbit Systems of America 401(k) match vested?
The vesting schedule for the Elbit Systems of America Consolidated 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Elbit Systems of America 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Elbit Systems of America, LLC.
I left Elbit Systems of America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Elbit Systems of America, LLC, (817) 234-6896) or the recordkeeper, Principal Life Insurance Company. The Elbit Systems of America old 401(k) page lists the contacts from every plan filing. Find an old Elbit Systems of America 401(k)
Data from the public Form 5500 annual reports Elbit Systems of America filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Elbit Systems of America. Not financial advice. Report a correction · Methodology