ESOP · DOL Form 5500 · 2022

Lincoln National Life Insurance Company ESOP

Data updated 2026-08-11

$27M
Total assets
117
Participants
82nd
Percentile by assets
$233,685
Avg per participant
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Official DOL plan name: Lnl Abga Money Purchase Plan · Sponsored by Lincoln National Life Insurance Company · Pennsylvania · Finance & Insurance

$27M in assets, 117 participants

Lincoln National Life Insurance Company's Lnl Abga Money Purchase Plan reported $27M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 139,126 plans)
  • #6,520 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Lnl Abga Money Purchase Plan covers 117 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.

$27M
total plan assets (2022 EOY)
117
covered participants
82nd
percentile by assets (of 139,126 plans)
$233,685
avg assets per participant

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Lnl Abga Money Purchase Plan sits by total assets

Lnl Abga Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$27,341,142 Top 18% higher than 82% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Lnl Abga Money Purchase Plan reports 117 participants - about 14% of that state average ($27M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$27M
Net Income-$10M
Employer EIN350472300
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln National Life Insurance Company)

$330M$340M$350M$360M$370M$380M 202220232024 $355M $339M ▼ -4.3%
Total plan assets by year, all Lincoln National Life Insurance Company plans on file
Year Plans Participants Total Assets
2022 4 1,025 $355M
2023 4 870 $369M
2024 4 758 $339M

Nearby ESOP Plans in Pennsylvania

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

Lnl Abga Money Purchase Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Lnl Abga Money Purchase Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Lnl Abga Money Purch…Wawa, Inc. Employee …Bradford White Corpo…Sheetz, Inc. Employe…Centimark Corporatio…Newage Industries, I…
Lnl Abga Money Purchase Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Lnl Abga Money Purchase Plan by total assets, not by location.

Frequently Asked Questions

How did Lnl Abga Money Purchase Plan assets move in 2022?
Lnl Abga Money Purchase Plan declined sharply - down 26.9% during 2022, from $37M to $27M. Reported net income was -$10M.
How have Lincoln National Life Insurance Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Lincoln National Life Insurance Company's sponsor-wide assets declined 4.3%, from $355M to $339M.
Where does Lnl Abga Money Purchase Plan rank by assets among Form 5500 filers?
Lnl Abga Money Purchase Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Lnl Abga Money Purchase Plan?
Among ESOP plans in other states, the closest by assets is Kelley Bean Co. Inc., Employee Stock Ownership Plan in NE ($27M, 162 participants).

Next read for Lnl Abga Money Purchase Plan

Filing takeaways

Ways to act on Lnl Abga Money Purchase Plan's numbers.