Defined Benefit (Pension) · DOL Form 5500 · 2022

Lincoln National Life Insurance Company Pension Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
41
Participants Small participant base
91st
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Agents Retirement Plan of the Lincoln National Life Insurance Company · Sponsored by Lincoln National Life Insurance Company · Pennsylvania · Finance & Insurance

$76M in assets, 41 participants

Lincoln National Life Insurance Company's Agents Retirement Plan of the Lincoln National Life Insurance Company reported $76M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,934 in Finance & Insurance (9,261 peers)

Where Agents Retirement Plan of the Lincoln National Life Insurance Company sits by assets

Agents Retirement Plan of the Lincoln National Life Insurance Company sits in the top 10% of all filed plans by assets, $76M for 41 participants (~$1.9M/participant), down 26.7% in 2022.

#7,934
in Finance & Insurance (9,261 peers)
-26.7%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Agents Retirement Plan of the Lincoln National Life Insurance Company's outsized position by total assets

Agents Retirement Plan of the Lincoln National Life Insurance Company vs every filed plan by assets

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

$76,473,657 Top 9% higher than 91% 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

Agents Retirement Plan of the Lincoln National Life Insurance Company among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agents Retirement Plan of the Lincoln National Life Insurance Company is a small filing (41 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 350472300 · Lincoln National Life Insurance Company PY 2022 · Defined Benefit (Pension)

Agents Retirement Plan of the Lincoln National Life Insurance Company · $76M · 41 · 91st

  • EBSA $76M
  • PART 41
  • TYPE 91st
  • NET Defined Benefit (Pension)
  • BOOK near The Terumo Retirement Plan
  • VS-ST ind #7934

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 →

Agents Retirement Plan of the Lincoln National Life Insurance Company in the asset neighbourhood

Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.Retirement Plan for the Subs…$77MThe Terumo Retirement Plan$77MAgents Retirement Plan of the Lincoln National Life Insurance CompanyAgents Retirement Plan of th…$76MPension Plan of Locals 794 & 819, I.a.T.S.E.Pension Plan of Locals 794 &…$76MIlwu (Hawaii) Employers General Pension PlanIlwu (Hawaii) Employers Gene…$76M
End-of-year total assets ($M) among Agents Retirement Plan of the Lincoln National Life Insurance Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$76M
Net Income-$28M
Employer EIN350472300
Plan Effective Date1938-01-01
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 Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Agents Retirement Plan of the Lincoln National Life Insurance Company vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Agents Retirement Plan of the Lincoln National Life Insurance Company, Total assets ($B): 0.076473657 · Participants: 41Agents Retirement Plan of the Lincoln National Life Insurance CompanyNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Agents Retirement Plan of the Lincoln National Life Insurance Company vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Agents Retirement Plan of the Lincoln National Life Insurance Company side-by-side with 3 peers →

Agents Retirement Plan of the Lincoln National Life Insurance Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The Terumo Retirement Plan in NJ ($77M); by covered participants it is Idaho Arthritis Center Cash Balance Plan in ID (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Agents Retirement Plan of the Lincoln National Life Insurance Company assets move in 2022? ▼
Agents Retirement Plan of the Lincoln National Life Insurance Company declined sharply - down 26.7% during 2022, from $104M to $76M. Reported net income was -$28M.
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 Agents Retirement Plan of the Lincoln National Life Insurance Company rank by assets among Form 5500 filers? ▼
Agents Retirement Plan of the Lincoln National Life Insurance Company ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Agents Retirement Plan of the Lincoln National Life Insurance Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Terumo Retirement Plan in NJ ($77M, 691 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Agents Retirement Plan of the Lincoln National Life Insurance Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Idaho Arthritis Center Cash Balance Plan in ID (41 participants, N/A 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.