Other
2022 plan-year Other DOL Form 5500

Lincoln Memorial University Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Lincoln Memorial University · Tennessee · Educational Services

What the 2023 filing shows

Lincoln Memorial University Defined Contribution Retirement Plan holds $56M for 868 participants — about $64,609 per participant, down 10.9% over the 2022 plan year.

$56M
total plan assets (2022 EOY)
868
covered participants
$64,609
avg assets per participant
-10.9%
assets change YoY

The plan reported a net loss of $7M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$56M
Participants
868
State
Industry
Educational Services

What the Filing Says About Lincoln Memorial University Defined Contribution Retirement Plan

Lincoln Memorial University Defined Contribution Retirement Plan is a Other retirement plan sponsored by Lincoln Memorial University, headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $56M in total end-of-year assets and covers 868 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 620479542, and the plan has been effective since 1977-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $63M at the beginning of 2022 to $56M at year-end — a decline of 10.9%. Net assets (after liabilities) closed the year at $56M, with reported net income of $-6,898,682 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$63M
Total Assets (End of Year)$56M
Net Assets (End of Year)$56M
Net Income$-6,898,682
Plan TypeOther
Employer EIN620479542
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln Memorial University)

Year Plans Participants Total Assets
2022 1 868 $56M
2023 1 938 $65M
2024 1 1,050 $73M

Nearby Other Plans in Tennessee

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Lincoln Memorial University Defined Contribution Retirement Plan?
As of the 2022 Form 5500 filing, Lincoln Memorial University Defined Contribution Retirement Plan holds $56M in total assets with 868 participants. It is sponsored by Lincoln Memorial University.
What type of plan is Lincoln Memorial University Defined Contribution Retirement Plan?
Lincoln Memorial University Defined Contribution Retirement Plan is a Other plan. It has been effective since 1977-07-01. The plan is filed with the U.S. Department of Labor under EIN 620479542.
Who sponsors the Lincoln Memorial University Defined Contribution Retirement Plan?
Lincoln Memorial University Defined Contribution Retirement Plan is sponsored by Lincoln Memorial University, located in Tennessee. The sponsor's EIN is 620479542 and the plan operates in the Educational Services industry.
How did Lincoln Memorial University Defined Contribution Retirement Plan perform in 2022?
Lincoln Memorial University Defined Contribution Retirement Plan declined by 10.9% during 2022, moving from $63M to $56M in total assets. Net income was $-6,898,682.
Where can I find official filings for Lincoln Memorial University Defined Contribution Retirement Plan?
Official Form 5500 filings for Lincoln Memorial University Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620479542 or plan name at efast.dol.gov.
How does Lincoln Memorial University Defined Contribution Retirement Plan compare to other plans?
You can compare Lincoln Memorial University Defined Contribution Retirement Plan against other Other plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 620479542.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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