401(k) · DOL Form 5500 · 2022

Lincoln Investment Planning, LLC 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
489
Participants Below avg headcount
92nd
Percentile by assets National rank
$173,808
Avg per participant Above avg balance/head
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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.

  • #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.

#8,048
in Finance & Insurance (9,261 peers)
-12.5%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Lincoln Investment 401(k) and Profit Sharing Plan's outsized position 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

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

Lincoln Investment 401(k) and Profit Sharing 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. Lincoln Investment 401(k) and Profit Sharing Plan sits mid-pack in the medium band (489 participants).

DOL schedule card

Filing strip 231702591 · Lincoln Investment Planning, LLC PY 2022 · 401(k)

Lincoln Investment 401(k) and Profit Sharing Plan · $85M · 489 · 92nd

  • BOY $85M
  • BOY 489
  • BOY 92nd
  • BOY 401(k)
  • BOY near Edison Electric Institute Cooperative Savings Plan
  • BOY ind #8048

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 →

Lincoln Investment 401(k) and Profit Sharing Plan in the asset neighbourhood

Lincoln Investment 401(k) and Profit Sharing PlanLincoln Investment 401(k) an…$85MEdison Electric Institute Cooperative Savings PlanEdison Electric Institute Co…$85MM3 Retirement Savings Plan$85MAllen Institute 401(k) Plan$85MKldiscovery Ontrack, LLC 401(k) PlanKldiscovery Ontrack, LLC 401…$85M
End-of-year total assets ($M) among Lincoln Investment 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$85M
Net Income-$12M
Employer EIN231702591
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln Investment Planning, LLC)

Sponsor-wide plan assets over time

All Lincoln Investment Planning, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$116M 37.050051334662996% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85M $116M ▲ +37.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Lincoln Investment 401(k) and Profit Sharing Plan, Total assets ($B): 0.084992279 · Participants: 489Lincoln Investment 401(k) and Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Lincoln Investment 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Lincoln Investment 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Lincoln Investment 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Edison Electric Institute Cooperative Savings Plan in DC ($85M); by covered participants it is Mvb Bank, Inc. 401(k) Retirement Plan in WV (489 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85M here).

Similar participant headcount

Nearest other-state filings by covered participants (489 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 Lincoln Investment 401(k) and Profit Sharing Plan assets move in 2022? ▼
Lincoln Investment 401(k) and Profit Sharing Plan pulled back noticeably - down 12.5% during 2022, from $97M to $85M. Reported net income was -$12M.
How have Lincoln Investment Planning, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincoln Investment Planning, LLC's sponsor-wide assets grew 37.1%, from $85M to $116M.
Where does Lincoln Investment 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lincoln Investment 401(k) and Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lincoln Investment 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edison Electric Institute Cooperative Savings Plan in DC ($85M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Lincoln Investment 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mvb Bank, Inc. 401(k) Retirement Plan in WV (489 participants, $28M 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 231702591.

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.