Other · DOL Form 5500 · 2022
Lincoln School Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 116
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $237,166
- Avg per participant Above avg balance/head
Official DOL plan name: Lincoln School 403(b) Retirement Plan · Sponsored by Lincoln School · Rhode Island · Educational Services
$28M in assets, 116 participants
Lincoln School's Lincoln School 403(b) Retirement Plan reported $28M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,701 in Educational Services (4,024 peers)
Coverage in Rhode Island
Lincoln School 403(b) Retirement Plan covers 116 participants in Rhode Island, about 8% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $28M.
- #2,701
- in Educational Services (4,024 peers)
- +9.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Lincoln School 403(b) Retirement Plan's outsized position by total assets
Lincoln School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,511,245 Top 18% higher than 82% 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
Lincoln School 403(b) Retirement 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 School 403(b) Retirement Plan sits mid-pack in the medium band (116 participants).
EBSA filing schedule strip
Filing strip 050258900 · Lincoln School PY 2022 · Other
Lincoln School 403(b) Retirement Plan · $28M · 116 · 82nd
- PHOTO $28M
- IND 116
- EOY 82nd
- 5500 Other
- ASSETS near Palo Alto University, Inc. Combined 403(b) Plan
- PCT ind #2701
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 Rhode Island →
Lincoln School 403(b) Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $2M |
| Employer EIN | 050258900 |
| Plan Effective Date | 1956-01-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lincoln School)
Sponsor-wide plan assets over time
All Lincoln School plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 14.510488347582962% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 116 | $28M |
| 2023 | 1 | 114 | $29M |
| 2024 | 1 | 126 | $32M |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Brown University Defined Contribution Legacy Retirement Plan $1.3B · 1,283
- Lifespan Corporation 403(b)Retirement Plan $1.0B · 10,171
- Brown University Defined Contribution Deferred Vesting Retirement Plan $657M · 4,906
- Providence College 403(b) Plan $316M · 949
- Roger Williams University Retirement Plan $297M · 1,769
Lincoln School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Palo Alto University, Inc. Combined 403(b) Plan in CA ($28M); by covered participants it is Kuumba Community Health & Wellness Center, Inc. in VA (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Palo Alto University, Inc. Combined 403(b) Plan (CA) $28M · 211
- Boston Foundation 403(b) Plan (MA) $27M · 137
- Clinica Family Health 403(b) Plan (CO) $27M · 603
- Wilson College Defined Contribution Retirement Plan (PA) $27M · 166
Similar participant headcount
Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.
- Kuumba Community Health & Wellness Center, Inc. (VA) 116 · 0 off
- Capitol View Transitional Care Center Savings Plan (MN) 116 · 0 off
- Jackson Medical Mall Foundation 403(b) Plan (MS) 116 · 0 off
- Ethos Retirement Plan (MA) 116 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.