Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Lincoln Institute of Land Policy 403(b) Retirement Plan

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

Sponsored by Lincoln Institute of Land Policy · Massachusetts · Educational Services

What the 2023 filing shows

Lincoln Institute of Land Policy 403(b) Retirement Plan holds $39M for 100 participants — about $393,949 per participant, down 6.1% over the 2022 plan year.

$39M
total plan assets (2022 EOY)
100
covered participants
$393,949
avg assets per participant
-6.1%
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.

Total Assets (2023)
$39M
Participants
100
Industry
Educational Services

What the Filing Says About Lincoln Institute of Land Policy 403(b) Retirement Plan

Lincoln Institute of Land Policy 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by Lincoln Institute of Land Policy, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $39M in total end-of-year assets and covers 100 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 866021106, and the plan has been effective since 2000-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $42M at the beginning of 2022 to $39M at year-end — a decline of 6.1%. Net assets (after liabilities) closed the year at $39M, with reported net income of $-2,554,840 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)$42M
Total Assets (End of Year)$39M
Net Assets (End of Year)$39M
Net Income$-2,554,840
Plan TypeProfit Sharing
Employer EIN866021106
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln Institute of Land Policy)

Year Plans Participants Total Assets
2022 1 100 $39M
2023 1 118 $50M
2024 1 166 $58M

Nearby Profit Sharing Plans in Massachusetts

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Frequently Asked Questions

How much money is in the Lincoln Institute of Land Policy 403(b) Retirement Plan?
As of the 2022 Form 5500 filing, Lincoln Institute of Land Policy 403(b) Retirement Plan holds $39M in total assets with 100 participants. It is sponsored by Lincoln Institute of Land Policy.
What type of plan is Lincoln Institute of Land Policy 403(b) Retirement Plan?
Lincoln Institute of Land Policy 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 2000-02-01. The plan is filed with the U.S. Department of Labor under EIN 866021106.
Who sponsors the Lincoln Institute of Land Policy 403(b) Retirement Plan?
Lincoln Institute of Land Policy 403(b) Retirement Plan is sponsored by Lincoln Institute of Land Policy, located in Massachusetts. The sponsor's EIN is 866021106 and the plan operates in the Educational Services industry.
How did Lincoln Institute of Land Policy 403(b) Retirement Plan perform in 2022?
Lincoln Institute of Land Policy 403(b) Retirement Plan declined by 6.1% during 2022, moving from $42M to $39M in total assets. Net income was $-2,554,840.
Where can I find official filings for Lincoln Institute of Land Policy 403(b) Retirement Plan?
Official Form 5500 filings for Lincoln Institute of Land Policy 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 866021106 or plan name at efast.dol.gov.
How does Lincoln Institute of Land Policy 403(b) Retirement Plan compare to other plans?
You can compare Lincoln Institute of Land Policy 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Massachusetts 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 866021106.

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.