Money Purchase · DOL Form 5500 · 2023

Lincoln National Life Insurance Company Money Purchase Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
124
Participants Small participant base
62nd
Percentile by assets National rank
$93,848
Avg per participant Below avg balance/head
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Official DOL plan name: Lnl Money Purchase Plan · Sponsored by Lincoln National Life Insurance Company · Pennsylvania · Finance & Insurance

$12M in assets, 124 participants

Lincoln National Life Insurance Company's Lnl Money Purchase Plan reported $12M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,140 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Lnl Money Purchase Plan covers 124 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#4,140
in Finance & Insurance (8,869 peers)
+2.6%
assets growth YoY

Lnl Money Purchase Plan's mid-pack asset rank among Finance & Insurance and all filers

Lnl Money Purchase Plan vs every filed plan by assets

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

$11,637,100 Top 38% higher than 62% 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 Money Purchase 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 Money Purchase Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lnl Money Purchase Plan reported net income rose from -$3M in the plan year 2022 filing to $291K in the plan year 2023 filing.
  • Lnl Money Purchase Plan reported participants fell from 149 in the plan year 2022 filing to 124 in the plan year 2023 filing.
  • Lnl Money Purchase Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 350472300 · Lincoln National Life Insurance Company PY 2023 · Money Purchase

Lnl Money Purchase Plan · $12M · 124 · 62nd

  • ASSETS $12M
  • PCT 124
  • EIN 62nd
  • RANK Money Purchase
  • PHOTO near David Chapman Agency Money Purchase Plan
  • IND ind #4140

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 Money Purchase Plan in the asset neighbourhood

Heat & Frost Insulators and Allied Workers Local #50 Annuity PlanHeat & Frost Insulators and …$12MHeat & Frost Insulators Local 127 Supplemental/401(k) Retirement PlanHeat & Frost Insulators Loca…$12MDavid Chapman Agency Money Purchase PlanDavid Chapman Agency Money P…$12MLocal 210's Annuity Fund$12MLnl Money Purchase Plan$12M
End-of-year total assets ($M) among Lnl Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$291K
Employer EIN350472300
Plan Effective Date1995-01-01
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 Money Purchase Plans in Pennsylvania

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

Lnl Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Lnl Money Purchase Plan, Total assets ($M): 11.6371 · Participants: 124Lnl Money Purchase PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Lnl Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Lnl Money Purchase Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Money Purchase by assets is David Chapman Agency Money Purchase Plan in MI ($12M); by covered participants it is Nippon Life Group Money Purchase Plan in NY (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Money Purchase Plan assets move in 2023? ▼
Lnl Money Purchase Plan edged up modestly - up 2.6% during 2023, from $11M to $12M. Reported net income was $291K.
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.
Which Money Purchase plans are similar in size to Lnl Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is David Chapman Agency Money Purchase Plan in MI ($12M, 26 participants).
Which Money Purchase plans cover a similar participant headcount to Lnl Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Nippon Life Group Money Purchase Plan in NY (124 participants, $22M 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.