Money Purchase · DOL Form 5500 · 2022
Lincoln National Corporation - Health & Welfare Benefits Money Purchase Plan
Data updated 2026-08-25
- $116K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $38,530
- Avg per participant Low balance/head
Official DOL plan name: Retirement Plan for Agents of Guarantee Life Insurance · Sponsored by Lincoln National Corporation - Health & Welfare Benefits · Pennsylvania · Finance & Insurance
$116K in assets, 3 participants
Lincoln National Corporation - Health & Welfare Benefits's Retirement Plan for Agents of Guarantee Life Insurance reported $116K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.
- #393 in Finance & Insurance (9,261 peers)
Lincoln National Corporation - Health & Welfare Benefits multi-year trail
Lincoln National Corporation - Health & Welfare Benefits's plans moved +18.7% in assets from 2022 to 2024; this filing shows Retirement Plan for Agents of Guarantee Life Insurance at $116K / 3 participants.
- #393
- in Finance & Insurance (9,261 peers)
- +2.9%
- assets growth YoY
Retirement Plan for Agents of Guarantee Life Insurance among the smaller filed plans by assets
Retirement Plan for Agents of Guarantee Life Insurance vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$115,589 7th percentile higher than 7% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Retirement Plan for Agents of Guarantee Life Insurance among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Agents of Guarantee Life Insurance is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 351140070 · Lincoln National Corporation - Health & Welfare Benefits PY 2022 · Money Purchase
Retirement Plan for Agents of Guarantee Life Insurance · $116K · 3 · 7th
- BOOK $116K
- BOOK 3
- BOOK 7th
- BOOK Money Purchase
- BOOK near Cooper, Hill and Lecroix Vip Plus 401(k) Plan
- BOOK ind #393
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Retirement Plan for Agents of Guarantee Life Insurance in the asset neighbourhood
Lincoln National Corporation - Health & Welfare Benefits multi-year asset trail
Sponsor-wide plan assets over time
All Lincoln National Corporation - Health & Welfare Benefits plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.3B 18.688546723366382% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 13,224 | $3.6B |
| 2023 | 3 | 13,478 | $4.0B |
| 2024 | 3 | 12,985 | $4.3B |
Lincoln National Corporation - Health & Welfare Benefits filing trail (2022)
| Total Assets (Beginning of Year) | $112K |
|---|---|
| Net Assets (End of Year) | $116K |
| Net Income | $3K |
| Employer EIN | 351140070 |
| Plan Effective Date | 1955-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $927M · 3,634
- Duane Morris Retirement Plan $280M · 444
- IBEW Local Union 375 Electricians' Retirement Plan $146M · 645
- Milton Hershey School Money Purchase Pension Plan $140M · 1,309
- Dentons Cohen & Grigsby P.C. Pension Plan $131M · 184
Retirement Plan for Agents of Guarantee Life Insurance's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Cooper, Hill and Lecroix Vip Plus 401(k) Plan in AL ($117K); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.