Money Purchase · DOL Form 5500 · 2023
Lincoln National Corporation - Health & Welfare Benefits Money Purchase Plan
Data updated 2026-08-25
- $119K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 7th
- Percentile by assets National rank
Official DOL plan name: Retirement Plan for Agents of Guarantee Life Insurance · Sponsored by Lincoln National Corporation - Health & Welfare Benefits · Pennsylvania · Finance & Insurance
$119K in assets, N/A participants
Lincoln National Corporation - Health & Welfare Benefits's Retirement Plan for Agents of Guarantee Life Insurance reported $119K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.
- #380 in Finance & Insurance (8,869 peers)
Lincoln National Corporation - Health & Welfare Benefits multi-year trail
Lincoln National Corporation - Health & Welfare Benefits's plans moved +18.7% in assets from 2022 to 2024; this filing shows Retirement Plan for Agents of Guarantee Life Insurance at $119K / N/A participants.
- #380
- in Finance & Insurance (8,869 peers)
- +3.0%
- assets growth YoY
Retirement Plan for Agents of Guarantee Life Insurance among the smaller filed plans by assets
Retirement Plan for Agents of Guarantee Life Insurance vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$119,057 7th percentile higher than 7% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Agents of Guarantee Life Insurance reported participants fell from 3 in the plan year 2022 filing to N/A in the plan year 2023 filing.
- Retirement Plan for Agents of Guarantee Life Insurance reported net income rose from $3K in the plan year 2022 filing to $3K in the plan year 2023 filing.
- Retirement Plan for Agents of Guarantee Life Insurance end-of-year assets rose from $116K in the plan year 2022 filing to $119K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 351140070 · Lincoln National Corporation - Health & Welfare Benefits PY 2023 · Money Purchase
Retirement Plan for Agents of Guarantee Life Insurance · $119K · N/A · 7th
- ASSETS $119K
- ASSETS N/A
- ASSETS 7th
- ASSETS Money Purchase
- ASSETS near Cardio Services, Inc. Retirement Plan Series 95-1165
- ASSETS ind #380
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 →
Retirement Plan for Agents of Guarantee Life Insurance in the asset neighbourhood
Lincoln National Corporation - Health & Welfare Benefits multi-year asset trail
Sponsor-wide plan assets over time
All Lincoln National Corporation - Health & Welfare Benefits plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.3B 18.688546723366382% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 13,224 | $3.6B |
| 2023 | 3 | 13,478 | $4.0B |
| 2024 | 3 | 12,985 | $4.3B |
Lincoln National Corporation - Health & Welfare Benefits filing trail (2023)
| Total Assets (Beginning of Year) | $116K |
|---|---|
| Net Assets (End of Year) | $119K |
| Net Income | $3K |
| Employer EIN | 351140070 |
| Plan Effective Date | 1955-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $877M · 3,684
- Duane Morris Retirement Plan $321M · 478
- IBEW Local Union 375 Electricians' Retirement Plan $170M · 658
- Milton Hershey School Money Purchase Pension Plan $162M · 1,331
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $145M · 632
Retirement Plan for Agents of Guarantee Life Insurance's closest out-of-state Money Purchase peers by assets
Outside Pennsylvania, the nearest Money Purchase by end-of-year assets is Cardio Services, Inc. Retirement Plan Series 95-1165 in PR at $120K (this filing: $119K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($119K here).
- Cardio Services, Inc. Retirement Plan Series 95-1165 (PR) $120K · 7
- Dickey Supply Co Employee Retirement Fund (NC) $123K · 6
- H P P Retirement Plan (PR) $115K · 2
- Animyr Retirement Plan (PR) $115K · 3
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.