ESOP · DOL Form 5500 · 2022

Lincoln Bancorp ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
355
Participants Below avg headcount
79th
Percentile by assets National rank
$62,457
Avg per participant Low balance/head
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Official DOL plan name: Lincoln Bancorp Employee Stock Ownership Plan · Sponsored by Lincoln Bancorp · Iowa · Finance & Insurance

$22M in assets, 355 participants

Lincoln Bancorp's Lincoln Bancorp Employee Stock Ownership Plan reported $22M in total assets and 355 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,109 in Finance & Insurance (9,261 peers)

Where Lincoln Bancorp Employee Stock Ownership Plan sits by assets

Lincoln Bancorp Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $22M for 355 participants (~$62,457/participant), down 18.2% in 2022.

#6,109
in Finance & Insurance (9,261 peers)
-18.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lincoln Bancorp Employee Stock Ownership Plan's outsized position by total assets

Lincoln Bancorp Employee Stock Ownership Plan vs every filed plan by assets

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

$22,172,331 Top 21% higher than 79% 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

Lincoln Bancorp Employee Stock Ownership 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. Lincoln Bancorp Employee Stock Ownership Plan sits mid-pack in the medium band (355 participants).

Plan-year Form 5500 strip

Filing strip 421224950 · Lincoln Bancorp PY 2022 · ESOP

Lincoln Bancorp Employee Stock Ownership Plan · $22M · 355 · 79th

  • SCH $22M
  • EBSA 355
  • PART 79th
  • TYPE ESOP
  • NET near Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan
  • BOOK ind #6109

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 Iowa →

Lincoln Bancorp Employee Stock Ownership Plan in the asset neighbourhood

Owl's Head Alloys Employee Stock Ownership PlanOwl's Head Alloys Employee S…$22MMpd, Inc. Employee Stock Ownership PlanMpd, Inc. Employee Stock Own…$22MLincoln Bancorp Employee Stock Ownership PlanLincoln Bancorp Employee Sto…$22MTown & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership PlanTown & Country Grocers of Fr…$22MUscb, Inc. Employee Stock Ownership PlanUscb, Inc. Employee Stock Ow…$22M
End-of-year total assets ($M) among Lincoln Bancorp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$17M
Net Income-$5M
Employer EIN421224950
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln Bancorp)

Sponsor-wide plan assets over time

All Lincoln Bancorp plans reported in each filing year

Latest sponsor-wide plan assets
$32M 13.484411986919827% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $37.5M $32.5M ▼ -13.5%
Year Plans Participants Total Assets
2022 2 723 $38M
2023 2 805 $35M
2024 2 632 $32M

Nearby ESOP Plans in Iowa

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

Lincoln Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 -2000200400600800 Total assets ($M) Participants Lincoln Bancorp Employee Stock Ownership Plan, Total assets ($M): 22.172331 · Participants: 355Lincoln Bancorp Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Lincoln Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Lincoln Bancorp Employee Stock Ownership Plan side-by-side with 3 peers →

Lincoln Bancorp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan in MO ($22M); by covered participants it is Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan in WI (355 participants). Same-state nearby plans are listed separately above.

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 Lincoln Bancorp Employee Stock Ownership Plan assets move in 2022? ▼
Lincoln Bancorp Employee Stock Ownership Plan declined sharply - down 18.2% during 2022, from $27M to $22M. Reported net income was -$5M.
How have Lincoln Bancorp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincoln Bancorp's sponsor-wide assets declined 13.5%, from $38M to $32M.
Where does Lincoln Bancorp Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lincoln Bancorp Employee Stock Ownership Plan ranks in the 79th 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 Lincoln Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan in MO ($22M, 6 participants).
Which ESOP plans cover a similar participant headcount to Lincoln Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan in WI (355 participants, $24M 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 421224950.

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.