401(k) · DOL Form 5500 · 2022
Lincoln Investment Planning, LLC 401(k) Plan
Data updated 2026-08-11
- $85M
- Total assets
- 489
- Participants
- 92nd
- Percentile by assets
- $173,808
- Avg per participant
Official DOL plan name: Lincoln Investment 401(k) and Profit Sharing Plan · Sponsored by Lincoln Investment Planning, LLC · Pennsylvania · Finance & Insurance
$85M in assets, 489 participants
Lincoln Investment Planning, LLC's Lincoln Investment 401(k) and Profit Sharing Plan reported $85M in total assets and 489 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #8,048 in Finance & Insurance (9,261 peers)
Where Lincoln Investment 401(k) and Profit Sharing Plan sits by assets
Lincoln Investment 401(k) and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $85M for 489 participants (~$173,808/participant), down 12.5% in 2022.
- $85M
- total plan assets (2022 EOY)
- 489
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $173,808
- avg assets per participant
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Lincoln Investment 401(k) and Profit Sharing Plan sits by total assets
Lincoln Investment 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$84,992,279 Top 8% higher than 92% 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
Lincoln Investment 401(k) and Profit Sharing Plan vs the 2022 asset distribution
By assets, Lincoln Investment 401(k) and Profit Sharing Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$12M |
| Employer EIN | 231702591 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lincoln Investment Planning, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 489 | $85M |
| 2023 | 1 | 471 | $100M |
| 2024 | 1 | 475 | $116M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Lincoln Investment 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lincoln Investment 401(k) and Profit Sharing Plan by total assets, not by location.
- Edison Electric Institute Cooperative Savings Plan (DC) $85M · 160
- M3 Retirement Savings Plan (WI) $85M · 321
- Allen Institute 401(k) Plan (WA) $85M · 543
- Kldiscovery Ontrack, LLC 401(k) Plan (MN) $85M · 877
Frequently Asked Questions
How did Lincoln Investment 401(k) and Profit Sharing Plan assets move in 2022? ▼
How have Lincoln Investment Planning, LLC plan assets changed over time? ▼
Where does Lincoln Investment 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Lincoln Investment 401(k) and Profit Sharing Plan's numbers.
- By total assets, Lincoln Investment 401(k) and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Lincoln Investment Planning, LLC's sponsor-wide assets have grown 37.1% since 2022 across 3 plan years on file. More Finance & Insurance plans