Other · DOL Form 5500 · 2023

Lincoln Behavioral Services Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
197
Participants Below avg headcount
51st
Percentile by assets National rank
$35,565
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan of Lincoln Behavioral Services · Sponsored by Lincoln Behavioral Services · Michigan · Healthcare & Social Assistance

$7M in assets, 197 participants

Lincoln Behavioral Services's 403(b) Thrift Plan of Lincoln Behavioral Services reported $7M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,963 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

403(b) Thrift Plan of Lincoln Behavioral Services covers 197 participants in Michigan, about 31% of the average Michigan filer (state average ~638 per filing). Assets: $7M.

#9,963
in Healthcare & Social Assistance (17,684 peers)
+8.6%
assets growth YoY

403(b) Thrift Plan of Lincoln Behavioral Services's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Lincoln Behavioral Services vs every filed plan by assets

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

$7,006,286 Top 49% higher than 51% 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

403(b) Thrift Plan of Lincoln Behavioral Services 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. 403(b) Thrift Plan of Lincoln Behavioral Services sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Lincoln Behavioral Services reported net income rose from -$891K in the plan year 2022 filing to $555K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Lincoln Behavioral Services reported participants rose from 162 in the plan year 2022 filing to 197 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Lincoln Behavioral Services end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 382833497 · Lincoln Behavioral Services PY 2023 · Other

403(b) Thrift Plan of Lincoln Behavioral Services · $7M · 197 · 51st

  • NET $7M
  • BOOK 197
  • VS-ST 51st
  • BOY Other
  • SCH near Simpson Thacher & Bartlett LLP Retirement Plan for Legal and Other Personnel
  • EBSA ind #9963

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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →

403(b) Thrift Plan of Lincoln Behavioral Services in the asset neighbourhood

403(b) Thrift Plan of Lincoln Behavioral Services403(b) Thrift Plan of Lincol…$7MSimpson Thacher & Bartlett LLP Retirement Plan for Legal and Other PersonnelSimpson Thacher & Bartlett L…$7MMaryland Food Bank, Inc. 403(b) Retirement PlanMaryland Food Bank, Inc. 403…$7MTown and Country Retirement PlanTown and Country Retirement …$7MTherapeutic Health Services 403(b) PlanTherapeutic Health Services …$7M
End-of-year total assets ($M) among 403(b) Thrift Plan of Lincoln Behavioral Services and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$555K
Employer EIN382833497
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln Behavioral Services)

Sponsor-wide plan assets over time

All Lincoln Behavioral Services plans reported in each filing year

Latest sponsor-wide plan assets
$7M 8.488289232616998% vs 2022
2024 filing year
$6.2M$6.4M$6.6M$6.8M$7M$7.2M 202220232024 $6.45M $7M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 162 $6M
2023 1 197 $7M
2024 1 204 $7M

Nearby Other Plans in Michigan

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Lincoln Behavioral Services vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants 403(b) Thrift Plan of Lincoln Behavioral Services, Total assets ($B): 0.007006286 · Participants: 197403(b) Thrift Plan of Lincoln Behavioral ServicesFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.820440935 · Participants: 16630Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.690971139 · Participants: 49473Fca US LLC UAW Savings PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.628827189 · Participants: 33717Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.284257295 · Participants: 15298Henry Ford Health System Heritage 403(b) PlanBronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan, Total assets ($B): 1.034484808 · Participants: 8357Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan
403(b) Thrift Plan of Lincoln Behavioral Services vs. nearby Other plans in Michigan, assets vs. participants
Compare 403(b) Thrift Plan of Lincoln Behavioral Services side-by-side with 3 peers →

403(b) Thrift Plan of Lincoln Behavioral Services's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Simpson Thacher & Bartlett LLP Retirement Plan for Legal and Other Personnel in NY ($7M); by covered participants it is National Telecommuting Institute 403(b) DC Plan in MA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 403(b) Thrift Plan of Lincoln Behavioral Services assets move in 2023? ▼
403(b) Thrift Plan of Lincoln Behavioral Services grew at a solid clip - up 8.6% during 2023, from $6M to $7M. Reported net income was $555K.
How have Lincoln Behavioral Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincoln Behavioral Services's sponsor-wide assets grew 8.5%, from $6M to $7M.
Which Other plans are similar in size to 403(b) Thrift Plan of Lincoln Behavioral Services? ▼
Among Other plans in other states, the closest by assets is Simpson Thacher & Bartlett LLP Retirement Plan for Legal and Other Personnel in NY ($7M, 9 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Lincoln Behavioral Services? ▼
Among Other plans in other states, the closest by covered participants is National Telecommuting Institute 403(b) DC Plan in MA (197 participants, $4M 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 382833497.

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.