Money Purchase · DOL Form 5500 · 2022
Lincoln National Corporation - Health & Welfare Benefits Money Purchase Plan
Data updated 2026-08-11
- $116K
- Total assets
- 3
- Participants
- 7th
- Percentile by assets
- $38,530
- Avg per participant
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.
- 7th percentile by assets (of 139,126 plans)
- #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.
- $116K
- total plan assets (2022 EOY)
- 3
- covered participants
- 7th
- percentile by assets (of 139,126 plans)
- $38,530
- avg assets per participant
Lincoln National Corporation - Health & Welfare Benefits across 3 plan years on file
Across the 3 plan years Lincoln National Corporation - Health & Welfare Benefits has on file (2022-2024), sponsor-wide plan assets have moved from $3.6B to $4.3B, a gain of 18.7%, while reported participants moved from 13,224 to 12,985 (-1.8%). Peak year by sponsor assets: 2024 ($4.3B); trough: 2022 ($3.6B).
Lincoln National Corporation - Health & Welfare Benefits multi-year asset trail
| 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.
Retirement Plan for Agents of Guarantee Life Insurance vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Retirement Plan for Agents of Guarantee Life Insurance by total assets, not by location.
Frequently Asked Questions
How did Retirement Plan for Agents of Guarantee Life Insurance assets move in 2022? ▼
How have Lincoln National Corporation - Health & Welfare Benefits plan assets changed over time? ▼
Where does Retirement Plan for Agents of Guarantee Life Insurance rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Retirement Plan for Agents of Guarantee Life Insurance? ▼
Next read for Retirement Plan for Agents of Guarantee …
Multi-year trail
Ways to act on Retirement Plan for Agents of Guarantee Life Insurance's numbers.
- By total assets, Retirement Plan for Agents of Guarantee Life Insurance ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Lincoln National Corporation - Health & Welfare Benefits's sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Finance & Insurance plans