401(k) · DOL Form 5500 · 2023

Lindblad Expeditions, Inc 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
509
Participants Below avg headcount
83rd
Percentile by assets National rank
$78,698
Avg per participant Below avg balance/head
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Official DOL plan name: Lindblad Expeditions, Inc 401(k) Plan · Sponsored by Lindblad Expeditions, Inc · Washington · Administrative & Support Services

$40M in assets, 509 participants

Lindblad Expeditions, Inc's Lindblad Expeditions, Inc 401(k) Plan reported $40M in total assets and 509 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,000 in Administrative & Support Services (4,372 peers)

Coverage in Washington

Lindblad Expeditions, Inc 401(k) Plan covers 509 participants in Washington, about 34% of the average Washington filer (state average ~1,476 per filing). Assets: $40M.

#4,000
in Administrative & Support Services (4,372 peers)
+24.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lindblad Expeditions, Inc 401(k) Plan's outsized position by total assets

Lindblad Expeditions, Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$40,057,240 Top 17% higher than 83% of 127,068 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 2023

Lindblad Expeditions, Inc 401(k) 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. Lindblad Expeditions, Inc 401(k) Plan sits mid-pack in the medium band (509 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lindblad Expeditions, Inc 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Lindblad Expeditions, Inc 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Lindblad Expeditions, Inc 401(k) Plan reported participants rose from 415 in the plan year 2022 filing to 509 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132991368 · Lindblad Expeditions, Inc PY 2023 · 401(k)

Lindblad Expeditions, Inc 401(k) Plan · $40M · 509 · 83rd

  • PART $40M
  • TYPE 509
  • NET 83rd
  • BOOK 401(k)
  • VS-ST near Eagle View Technologies, Inc. 401(k) Profit Sharing Plan
  • BOY ind #4000

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 Administrative & Support Services retirement plans → · Plans in Washington →

Lindblad Expeditions, Inc 401(k) Plan in the asset neighbourhood

Lindblad Expeditions, Inc 401(k) PlanLindblad Expeditions, Inc 40…$40MEagle View Technologies, Inc. 401(k) Profit Sharing PlanEagle View Technologies, Inc…$40MFirstlight Power 401(k) Plan$40MEducational Federal Credit UnionEducational Federal Credit U…$40MNovaria Holdings 401(k) Plan$40M
End-of-year total assets ($M) among Lindblad Expeditions, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$40M
Net Income$8M
Employer EIN132991368
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lindblad Expeditions, Inc)

Sponsor-wide plan assets over time

All Lindblad Expeditions, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$49M 51.72612872008001% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $32.1M $48.7M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 415 $32M
2023 1 509 $40M
2024 1 573 $49M

Nearby 401(k) Plans in Washington

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

Lindblad Expeditions, Inc 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Lindblad Expeditions, Inc 401(k) Plan, Total assets ($B): 0.04005724 · Participants: 509Lindblad Expeditions, Inc 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Lindblad Expeditions, Inc 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Lindblad Expeditions, Inc 401(k) Plan side-by-side with 3 peers →

Lindblad Expeditions, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Eagle View Technologies, Inc. 401(k) Profit Sharing Plan in NY ($40M); by covered participants it is Strongmind, Inc. 401(k) Plan in AZ (509 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (509 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lindblad Expeditions, Inc 401(k) Plan assets move in 2023? ▼
Lindblad Expeditions, Inc 401(k) Plan grew sharply - up 24.8% during 2023, from $32M to $40M. Reported net income was $8M.
How have Lindblad Expeditions, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lindblad Expeditions, Inc's sponsor-wide assets grew 51.7%, from $32M to $49M.
Where does Lindblad Expeditions, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Lindblad Expeditions, Inc 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lindblad Expeditions, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eagle View Technologies, Inc. 401(k) Profit Sharing Plan in NY ($40M, 666 participants).
Which 401(k) plans cover a similar participant headcount to Lindblad Expeditions, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Strongmind, Inc. 401(k) Plan in AZ (509 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132991368.

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.