ESOP · DOL Form 5500 · 2022

Lincoln National Life Insurance Company ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
117
Participants Small participant base
82nd
Percentile by assets National rank
$233,685
Avg per participant Above avg balance/head
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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.

  • #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.

#6,520
in Finance & Insurance (9,261 peers)
-26.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Lnl Abga Money Purchase Plan's outsized position 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 $2,050,000,000 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

Lnl Abga Money Purchase 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. Lnl Abga Money Purchase Plan sits mid-pack in the medium band (117 participants).

Form 5500 schedule snapshot

Filing strip 350472300 · Lincoln National Life Insurance Company PY 2022 · ESOP

Lnl Abga Money Purchase Plan · $27M · 117 · 82nd

  • TYPE $27M
  • NET 117
  • BOOK 82nd
  • VS-ST ESOP
  • BOY near Kelley Bean Co. Inc., Employee Stock Ownership Plan
  • SCH ind #6520

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 What is an ESOP? → · Plans in Pennsylvania →

Lnl Abga Money Purchase Plan in the asset neighbourhood

Sesco Employee Stock Ownership PlanSesco Employee Stock Ownersh…$27MKelley Bean Co. Inc., Employee Stock Ownership PlanKelley Bean Co. Inc., Employ…$27MLnl Abga Money Purchase Plan$27MEagle Metal Employee Stock Ownership PlanEagle Metal Employee Stock O…$27MThe Suter Company, Inc. Employee Stock Ownership PlanThe Suter Company, Inc. Empl…$27M
End-of-year total assets ($M) among Lnl Abga Money Purchase Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Lincoln National Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$339M 4.294728063328417% vs 2022
2024 filing year
$330M$340M$350M$360M$370M$380M 202220232024 $355M $339M ▼ -4.3%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Lnl Abga Money Purchase Plan, Total assets ($B): 0.027341142 · Participants: 117Lnl Abga Money Purchase PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Lnl Abga Money Purchase Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Lnl Abga Money Purchase Plan side-by-side with 3 peers →

Lnl Abga Money Purchase Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Kelley Bean Co. Inc., Employee Stock Ownership Plan in NE ($27M); by covered participants it is Ignite Fueling Innovation Employee Stock Ownership Plan in AL (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 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).
Which ESOP plans cover a similar participant headcount to Lnl Abga Money Purchase Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ignite Fueling Innovation Employee Stock Ownership Plan in AL (117 participants, $7M 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 350472300.

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.