Defined Benefit (Pension) · DOL Form 5500 · 2022

Lincoln National Corporation Pension Plan

Data updated 2026-08-11

$802M
Total assets: 2,287
Participants: 99th
Percentile by assets: $350,868
Avg per participant

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.

99th percentile by assets (of 139,126 plans)
#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.

$802M
total plan assets (2022 EOY): 2,287
covered participants: 99th
percentile by assets (of 139,126 plans): $350,868
avg assets per participant

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.

Where Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 sits 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State

Pennsylvania

Industry

Management of Enterprises

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 reports 2,287 participants - 2.8x that state average ($802M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$1.1B
Net Assets (End of Year)	$802M
Net Income	-$326M
Employer EIN	351140070
Plan Effective Date	1938-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lincoln National Corporation)

Total plan assets by year, all Lincoln National Corporation plans on file

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

National Elevator Industry Pension Plan $10.4B · 27,097
Steelworkers Pension Trust $5.9B · 52,395
The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
Constellation Retirement Program $5.4B · 5,314
The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098

Compare Lincoln National Corporation Retirement … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 by total assets, not by location.

Automotive Machinists Pension Plan (WA) $803M · 589
Electrical Workers Pension Trust Fund of Local Union No. 58 - IBEW (MI) $800M · 2,913
Andersen Corporation Employees' Pension and Retirement Plan (MN) $806M · 1,941
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund (CA) $798M · 11,420

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).

Next read for Lincoln National Corporation Retirement …

Filing takeaways

Ways to act on Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008's numbers.

By total assets, Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
Lincoln National Corporation's sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Management of Enterprises plans

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.