Other · DOL Form 5500 · 2022

LINCOLN Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
183
Participants Below avg headcount
43rd
Percentile by assets National rank
$18,710
Avg per participant Low balance/head
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Official DOL plan name: Lincoln Non-Union 403b Plan · Sponsored by LINCOLN · California · Healthcare & Social Assistance

$3M in assets, 183 participants

LINCOLN's Lincoln Non-Union 403b Plan reported $3M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #9,471 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Lincoln Non-Union 403b Plan covers 183 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $3M.

#9,471
in Healthcare & Social Assistance (20,060 peers)
-8.2%
assets change YoY

The plan reported a net loss of $304K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lincoln Non-Union 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lincoln Non-Union 403b Plan vs every filed plan by assets

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

$3,423,877 43rd percentile higher than 43% 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 Non-Union 403b 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 Non-Union 403b Plan sits mid-pack in the medium band (183 participants).

DOL schedule card

Filing strip 941156501 · LINCOLN PY 2022 · Other

Lincoln Non-Union 403b Plan · $3M · 183 · 43rd

  • TYPE $3M
  • NET 183
  • BOOK 43rd
  • VS-ST Other
  • BOY near Center for Aquatic Sciences 401(k) Plan
  • SCH ind #9471

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Lincoln Non-Union 403b Plan in the asset neighbourhood

Center for Aquatic Sciences 401(k) PlanCenter for Aquatic Sciences …$3MThe Mary Wade Home, Inc. 403(b) Savings PlanThe Mary Wade Home, Inc. 403…$3MCentre Care, Inc. Savings and Retirement PlanCentre Care, Inc. Savings an…$3MLincoln Non-Union 403b Plan$3MLife Management Center of Northwest Florida, Inc. 403(b) PlanLife Management Center of No…$3M
End-of-year total assets ($M) among Lincoln Non-Union 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$304K
Employer EIN941156501
Plan Effective Date1980-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LINCOLN)

Sponsor-wide plan assets over time

All LINCOLN plans reported in each filing year

Latest sponsor-wide plan assets
$16M 52.6700395490853% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $15.8M ▲ +52.7%
Year Plans Participants Total Assets
2022 2 333 $10M
2023 2 331 $13M
2024 2 347 $16M

Nearby Other Plans in California

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

Lincoln Non-Union 403b Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Lincoln Non-Union 403b Plan, Total assets ($B): 0.003423877 · Participants: 183Lincoln Non-Union 403b PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Lincoln Non-Union 403b Plan vs. nearby Other plans in California, assets vs. participants
Compare Lincoln Non-Union 403b Plan side-by-side with 3 peers →

Lincoln Non-Union 403b Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Center for Aquatic Sciences 401(k) Plan in NJ ($3M); by covered participants it is Iha 401(k) and Retirement Savings Plan in IL (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Lincoln Non-Union 403b Plan assets move in 2022? ▼
Lincoln Non-Union 403b Plan pulled back noticeably - down 8.2% during 2022, from $4M to $3M. Reported net income was -$304K.
How have LINCOLN plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), LINCOLN's sponsor-wide assets grew 52.7%, from $10M to $16M.
Which Other plans are similar in size to Lincoln Non-Union 403b Plan? ▼
Among Other plans in other states, the closest by assets is Center for Aquatic Sciences 401(k) Plan in NJ ($3M, 13 participants).
Which Other plans cover a similar participant headcount to Lincoln Non-Union 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Iha 401(k) and Retirement Savings Plan in IL (183 participants, $72M 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 941156501.

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.