Defined Benefit (Pension) · DOL Form 5500 · 2022

Lincoln National Corporation Pension Plan

Data updated 2026-08-25

$802M
Total assets Above avg plan size
2,287
Participants Above avg headcount
99th
Percentile by assets National rank
$350,868
Avg per participant High balance/head
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Official DOL plan name: Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 · Sponsored by Lincoln National Corporation · Pennsylvania · Management of Enterprises

$802M in assets, 2,287 participants

Lincoln National Corporation's Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 reported $802M in total assets and 2,287 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #1,130 in Management of Enterprises (1,193 peers)

Coverage in Pennsylvania

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 covers 2,287 participants in Pennsylvania, 2.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $802M.

#1,130
in Management of Enterprises (1,193 peers)
-28.9%
assets change YoY
8.1×
vs typical plan assets (national mean)

The plan reported a net loss of $326M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008's outsized position by total assets

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 vs every filed plan by assets

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

$802,435,754 Top 1% higher than 99% 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 National Corporation Retirement Plan for Employees Hired Prior to January 1 2008's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 lands in the large band (2,287 participants).

Form 5500 schedule snapshot

Filing strip 351140070 · Lincoln National Corporation PY 2022 · Defined Benefit (Pension)

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 · $802M · 2,287 · 99th

  • PART $802M
  • TYPE 2,287
  • NET 99th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Automotive Machinists Pension Plan
  • BOY ind #1130

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 Management of Enterprises retirement plans → · Plans in Pennsylvania →

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 in the asset neighbourhood

Andersen Corporation Employees' Pension and Retirement PlanAndersen Corporation Employe…$806MAutomotive Machinists Pension PlanAutomotive Machinists Pensio…$803MLincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008Lincoln National Corporation…$802MElectrical Workers Pension Trust Fund of Local Union No. 58 - IBEWElectrical Workers Pension T…$800MSouthern California United Food and Commercial Workers Unions and Drug Employers Pension FundSouthern California United F…$798M
End-of-year total assets ($M) among Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$802M
Net Income-$326M
Employer EIN351140070
Plan Effective Date1938-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln National Corporation)

Sponsor-wide plan assets over time

All Lincoln National Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4.3B 18.688546723366382% vs 2022
2024 filing year
$3.5B$4B$4.5B 202220232024 $3.6B $4.28B ▲ +18.9%
Year Plans Participants Total Assets
2022 3 13,224 $3.6B
2023 3 13,478 $4.0B
2024 3 12,985 $4.3B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 051015 Total assets ($B) Participants Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008, Total assets ($B): 0.802435754 · Participants: 2287Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008National 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
Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 side-by-side with 3 peers →

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Automotive Machinists Pension Plan in WA ($803M); by covered participants it is Atmos Energy Corporation Pension Account Plan in TX (2,286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,287 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 National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 assets move in 2022? ▼
Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 declined sharply - down 28.9% during 2022, from $1.1B to $802M. Reported net income was -$326M.
How have Lincoln National Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincoln National Corporation's sponsor-wide assets grew 18.7%, from $3.6B to $4.3B.
Where does Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 rank by assets among Form 5500 filers? ▼
Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Automotive Machinists Pension Plan in WA ($803M, 589 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Atmos Energy Corporation Pension Account Plan in TX (2,286 participants, $509M 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 351140070.

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.