Money Purchase · DOL Form 5500 · 2022

Lincoln National Life Insurance Company Money Purchase Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
149
Participants Small participant base
67th
Percentile by assets National rank
$76,148
Avg per participant Below avg balance/head
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Official DOL plan name: Lnl Money Purchase Plan · Sponsored by Lincoln National Life Insurance Company · Pennsylvania · Finance & Insurance

$11M in assets, 149 participants

Lincoln National Life Insurance Company's Lnl Money Purchase Plan reported $11M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,721 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Lnl Money Purchase Plan covers 149 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#4,721
in Finance & Insurance (9,261 peers)
-23.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lnl Money Purchase Plan's outsized position by total assets

Lnl Money Purchase Plan vs every filed plan by assets

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

$11,346,125 Top 33% higher than 67% 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 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 Money Purchase Plan sits mid-pack in the medium band (149 participants).

DOL schedule card

Filing strip 350472300 · Lincoln National Life Insurance Company PY 2022 · Money Purchase

Lnl Money Purchase Plan · $11M · 149 · 67th

  • EBSA $11M
  • EBSA 149
  • EBSA 67th
  • EBSA Money Purchase
  • EBSA near Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan
  • EBSA ind #4721

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 →

Lnl Money Purchase Plan in the asset neighbourhood

Tinker Federal Credit Union Target Benefit PlanTinker Federal Credit Union …$11MAnderson Pacific Engineering Construction, Inc. Money Purchase Pension PlanAnderson Pacific Engineering…$11MLnl Money Purchase Plan$11MAppalachian Regional Healthcare System Frozen Retirement Savings PlanAppalachian Regional Healthc…$11MDavid Chapman Agency Money Purchase PlanDavid Chapman Agency Money P…$11M
End-of-year total assets ($M) among Lnl Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN350472300
Plan Effective Date1995-01-01
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 Money Purchase Plans in Pennsylvania

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

Lnl Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Lnl Money Purchase Plan, Total assets ($M): 11.346125 · Participants: 149Lnl Money Purchase PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension Plan
Lnl Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Lnl Money Purchase Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Money Purchase by assets is Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan in CA ($11M); by covered participants it is Lincoln Non-Union Pension Plan in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Money Purchase Plan assets move in 2022? ▼
Lnl Money Purchase Plan declined sharply - down 23.5% during 2022, from $15M to $11M. Reported net income was -$3M.
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.
Which Money Purchase plans are similar in size to Lnl Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan in CA ($11M, 140 participants).
Which Money Purchase plans cover a similar participant headcount to Lnl Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lincoln Non-Union Pension Plan in CA (150 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.