401(k) · DOL Form 5500 · 2022

Lindblad Expeditions, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
415
Participants Below avg headcount
84th
Percentile by assets National rank
$77,315
Avg per participant Below avg balance/head
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Official DOL plan name: Lindblad Expeditions, Inc. 401(k) Plan · Sponsored by Lindblad Expeditions, Inc. · Washington · Administrative & Support Services

$32M in assets, 415 participants

Lindblad Expeditions, Inc.'s Lindblad Expeditions, Inc. 401(k) Plan reported $32M in total assets and 415 participants in its 2022 DOL Form 5500 filing, ranking in the 84th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,558 in Administrative & Support Services (4,927 peers)

Coverage in Washington

Lindblad Expeditions, Inc. 401(k) Plan covers 415 participants in Washington, about 28% of the average Washington filer (state average ~1,476 per filing). Assets: $32M.

#4,558
in Administrative & Support Services (4,927 peers)
-15.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lindblad Expeditions, Inc. 401(k) Plan's outsized position by total assets

Lindblad Expeditions, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$32,085,701 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Lindblad Expeditions, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lindblad Expeditions, Inc. 401(k) Plan sits mid-pack in the medium band (415 participants).

Published 5500 schedule card

Filing strip 132991368 · Lindblad Expeditions, Inc. PY 2022 · 401(k)

Lindblad Expeditions, Inc. 401(k) Plan · $32M · 415 · 84th

  • EIN $32M
  • RANK 415
  • PHOTO 84th
  • IND 401(k)
  • EOY near Crescent Parts & Equipment Co., Inc. Employee Profit Sharing Plan
  • 5500 ind #4558

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Administrative & Support Services retirement plans → · Plans in Washington →

Lindblad Expeditions, Inc. 401(k) Plan in the asset neighbourhood

Lindblad Expeditions, Inc. 401(k) PlanLindblad Expeditions, Inc. 4…$32MCrescent Parts & Equipment Co., Inc. Employee Profit Sharing PlanCrescent Parts & Equipment C…$32MTda Research, Inc. Retirement PlanTda Research, Inc. Retiremen…$32MCorcept 401 (K)$32MSelect Sires, Inc. 401(k) PlanSelect Sires, Inc. 401(k) Pl…$32M
End-of-year total assets ($M) among Lindblad Expeditions, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$32M
Net Income-$6M
Employer EIN132991368
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lindblad Expeditions, Inc.)

Sponsor-wide plan assets over time

All Lindblad Expeditions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 51.72612872008001% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $32.1M $48.7M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 415 $32M
2023 1 509 $40M
2024 1 573 $49M

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lindblad Expeditions, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Lindblad Expeditions, Inc. 401(k) Plan, Total assets ($B): 0.032085701 · Participants: 415Lindblad Expeditions, Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Lindblad Expeditions, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Lindblad Expeditions, Inc. 401(k) Plan side-by-side with 3 peers →

Lindblad Expeditions, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Crescent Parts & Equipment Co., Inc. Employee Profit Sharing Plan in MO ($32M); by covered participants it is Peak Event Services 401(k) Retirement Plan in MA (415 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (415 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lindblad Expeditions, Inc. 401(k) Plan assets move in 2022? ▼
Lindblad Expeditions, Inc. 401(k) Plan declined sharply - down 15.4% during 2022, from $38M to $32M. Reported net income was -$6M.
How have Lindblad Expeditions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lindblad Expeditions, Inc.'s sponsor-wide assets grew 51.7%, from $32M to $49M.
Where does Lindblad Expeditions, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lindblad Expeditions, Inc. 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lindblad Expeditions, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crescent Parts & Equipment Co., Inc. Employee Profit Sharing Plan in MO ($32M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Lindblad Expeditions, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peak Event Services 401(k) Retirement Plan in MA (415 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132991368.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.