401(k) · DOL Form 5500 · 2023
Lincoln National Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $248M
- Total assets Near avg plan size
- 633
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $392,319
- Avg per participant High balance/head
Official DOL plan name: Lnl Agents' 401(k) Savings Plan · Sponsored by Lincoln National Life Insurance Company · Pennsylvania · Finance & Insurance
$248M in assets, 633 participants
Lincoln National Life Insurance Company's Lnl Agents' 401(k) Savings Plan reported $248M in total assets and 633 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,220 in Finance & Insurance (8,869 peers)
Where Lnl Agents' 401(k) Savings Plan sits by assets
Lnl Agents' 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $248M for 633 participants (~$392,319/participant), up 3.7% in 2023.
- #8,220
- in Finance & Insurance (8,869 peers)
- +3.7%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Lnl Agents' 401(k) Savings Plan's outsized position by total assets
Lnl Agents' 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$248,337,955 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lnl Agents' 401(k) Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lnl Agents' 401(k) Savings Plan sits mid-pack in the medium band (633 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lnl Agents' 401(k) Savings Plan reported net income rose from -$71M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Lnl Agents' 401(k) Savings Plan reported participants fell from 718 in the plan year 2022 filing to 633 in the plan year 2023 filing.
- Lnl Agents' 401(k) Savings Plan end-of-year assets rose from $239M in the plan year 2022 filing to $248M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 350472300 · Lincoln National Life Insurance Company PY 2023 · 401(k)
Lnl Agents' 401(k) Savings Plan · $248M · 633 · 96th
- ASSETS $248M
- ASSETS 633
- ASSETS 96th
- ASSETS 401(k)
- ASSETS near Huhtamaki Long Term Savings and Investment Plan
- ASSETS ind #8220
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 →
Lnl Agents' 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $239M |
|---|---|
| Net Assets (End of Year) | $248M |
| Net Income | $9M |
| Employer EIN | 350472300 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 1,025 | $355M |
| 2023 | 4 | 870 | $369M |
| 2024 | 4 | 758 | $339M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Lnl Agents' 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Huhtamaki Long Term Savings and Investment Plan in KS ($248M); by covered participants it is Apptio Retirement Plan in WA (633 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($248M here).
- Huhtamaki Long Term Savings and Investment Plan (KS) $248M · 3,382
- Trumpf Inc. Employee Retirement Savings Plan (CT) $248M · 1,273
- The Joint Commission Smart Saver 401(k) Plan (IL) $248M · 965
- Woodgrain Millwork, Inc. Employee Savings Plan and Trust (ID) $248M · 3,255
Similar participant headcount
Nearest other-state filings by covered participants (633 participants); asset peers above are excluded.
- Apptio Retirement Plan (WA) 633 · 0 off
- Newton Healthcare Corporation 401(k) Retirement Plan (KS) 633 · 0 off
- Tronox Incorporated Savings Investment Plan (CT) 633 · 0 off
- Chas Roberts Air Conditioning, Inc. 401(k) Plan (AZ) 633 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.