401(k) · DOL Form 5500 · 2022

Lincoln Charter School 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
250
Participants Below avg headcount
69th
Percentile by assets National rank
$50,598
Avg per participant Low balance/head
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Official DOL plan name: Lincoln Charter School 401(k) Plan · Sponsored by Lincoln Charter School · North Carolina · Educational Services

$13M in assets, 250 participants

Lincoln Charter School's Lincoln Charter School 401(k) Plan reported $13M in total assets and 250 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #2,077 in Educational Services (4,024 peers)

Coverage in North Carolina

Lincoln Charter School 401(k) Plan covers 250 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $13M.

#2,077
in Educational Services (4,024 peers)
+21.0%
assets growth YoY

Lincoln Charter School 401(k) Plan's outsized position by total assets

Lincoln Charter School 401(k) Plan vs every filed plan by assets

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

$12,649,601 Top 31% higher than 69% 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 Charter School 401(k) 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 Charter School 401(k) Plan sits mid-pack in the medium band (250 participants).

Published 5500 schedule card

Filing strip 562052862 · Lincoln Charter School PY 2022 · 401(k)

Lincoln Charter School 401(k) Plan · $13M · 250 · 69th

  • PHOTO $13M
  • IND 250
  • EOY 69th
  • 5500 401(k)
  • ASSETS near Passco Companies, LLC Retirement Savings Plan
  • PCT ind #2077

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 Educational Services retirement plans → · Plans in North Carolina →

Lincoln Charter School 401(k) Plan in the asset neighbourhood

Lincoln Charter School 401(k) PlanLincoln Charter School 401(k…$13MPassco Companies, LLC Retirement Savings PlanPassco Companies, LLC Retire…$13MBarr-Thorp Electric Company Profit Sharing TrustBarr-Thorp Electric Company …$13MExaktime Innovations, Inc. 401(k) Profit Sharing PlanExaktime Innovations, Inc. 4…$13MThe William George Agency for Children's ServicesThe William George Agency fo…$13M
End-of-year total assets ($M) among Lincoln Charter School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN562052862
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln Charter School)

Sponsor-wide plan assets over time

All Lincoln Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$17M 37.41122743713418% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.7M $17.4M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 250 $13M
2023 1 293 $15M
2024 1 307 $17M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lincoln Charter School 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Lincoln Charter School 401(k) Plan, Total assets ($B): 0.012649601 · Participants: 250Lincoln Charter School 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Lincoln Charter School 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lincoln Charter School 401(k) Plan side-by-side with 3 peers →

Lincoln Charter School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Passco Companies, LLC Retirement Savings Plan in CA ($13M); by covered participants it is Linode LLC 401(k) Profit Sharing Plan in PA (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Charter School 401(k) Plan assets move in 2022? ▼
Lincoln Charter School 401(k) Plan grew sharply - up 21.0% during 2022, from $10M to $13M. Reported net income was $2M.
How have Lincoln Charter School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincoln Charter School's sponsor-wide assets grew 37.4%, from $13M to $17M.
Which 401(k) plans are similar in size to Lincoln Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Passco Companies, LLC Retirement Savings Plan in CA ($13M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Lincoln Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Linode LLC 401(k) Profit Sharing Plan in PA (250 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 562052862.

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.