ESOP · DOL Form 5500 · 2023

Lincoln National Life Insurance Company ESOP

Data updated 2026-08-25

$29M
Total assets Below avg plan size
82
Participants Small participant base
79th
Percentile by assets National rank
$349,490
Avg per participant High balance/head
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Official DOL plan name: Lnl Abga Money Purchase Plan · Sponsored by Lincoln National Life Insurance Company · Pennsylvania · Finance & Insurance

$29M in assets, 82 participants

Lincoln National Life Insurance Company's Lnl Abga Money Purchase Plan reported $29M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,960 in Finance & Insurance (8,869 peers)

Where Lnl Abga Money Purchase Plan sits by assets

Lnl Abga Money Purchase Plan sits in the top quartile of all filed plans by assets, $29M for 82 participants (~$349,490/participant), up 4.8% in 2023.

#5,960
in Finance & Insurance (8,869 peers)
+4.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lnl Abga Money Purchase Plan's outsized position by total assets

Lnl Abga Money Purchase Plan vs every filed plan by assets

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

$28,658,164 Top 21% higher than 79% 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

Lnl Abga Money Purchase Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lnl Abga Money Purchase Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lnl Abga Money Purchase Plan reported net income rose from -$10M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lnl Abga Money Purchase Plan reported participants fell from 117 in the plan year 2022 filing to 82 in the plan year 2023 filing.
  • Lnl Abga Money Purchase Plan end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 350472300 · Lincoln National Life Insurance Company PY 2023 · ESOP

Lnl Abga Money Purchase Plan · $29M · 82 · 79th

  • BOOK $29M
  • VS-ST 82
  • BOY 79th
  • SCH ESOP
  • EBSA near Unwired Revolution, Inc. Employee Stock Ownership and 401(k) Plan
  • PART ind #5960

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 What is an ESOP? → · Plans in Pennsylvania →

Lnl Abga Money Purchase Plan in the asset neighbourhood

Pdm Employee Stock Ownership PlanPdm Employee Stock Ownership…$29MKnowles Industrial Services Corporation Employee Stock Ownership PlanKnowles Industrial Services …$29MLnl Abga Money Purchase Plan$29MUnwired Revolution, Inc. Employee Stock Ownership and 401(k) PlanUnwired Revolution, Inc. Emp…$29MThe Cato Corporation Employee Stock Ownership PlanThe Cato Corporation Employe…$29M
End-of-year total assets ($M) among Lnl Abga Money Purchase Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$1M
Employer EIN350472300
Plan Effective Date2011-01-01
Filing StatusFILING 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
$330M$340M$350M$360M$370M$380M 202220232024 $355M $339M ▼ -4.3%
Year Plans Participants Total Assets
2022 4 1,025 $355M
2023 4 870 $369M
2024 4 758 $339M

Nearby ESOP Plans in Pennsylvania

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

Lnl Abga Money Purchase Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Lnl Abga Money Purchase Plan, Total assets ($B): 0.028658164 · Participants: 82Lnl Abga Money Purchase PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Lnl Abga Money Purchase Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Lnl Abga Money Purchase Plan side-by-side with 3 peers →

Lnl Abga Money Purchase Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Unwired Revolution, Inc. Employee Stock Ownership and 401(k) Plan in AZ ($29M); by covered participants it is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Lnl Abga Money Purchase Plan assets move in 2023? ▼
Lnl Abga Money Purchase Plan edged up modestly - up 4.8% during 2023, from $27M to $29M. Reported net income was $1M.
How have Lincoln National Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincoln National Life Insurance Company's sponsor-wide assets declined 4.3%, from $355M to $339M.
Where does Lnl Abga Money Purchase Plan rank by assets among Form 5500 filers? ▼
Lnl Abga Money Purchase Plan ranks in the 79th 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 ESOP plans are similar in size to Lnl Abga Money Purchase Plan? ▼
Among ESOP plans in other states, the closest by assets is Unwired Revolution, Inc. Employee Stock Ownership and 401(k) Plan in AZ ($29M, 21 participants).
Which ESOP plans cover a similar participant headcount to Lnl Abga Money Purchase Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (82 participants, $6M 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 350472300.

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.