401(k) · DOL Form 5500 · 2023

Lincoln Investment Planning, LLC 401(k) Plan

Data updated 2026-08-11

$100M
Total assets: 471
Participants: 91st
Percentile by assets: $212,649
Avg per participant

Official DOL plan name: Lincoln Investment 401(k) and Profit Sharing Plan · Sponsored by Lincoln Investment Planning, LLC · Pennsylvania · Finance & Insurance

$100M in assets, 471 participants

Lincoln Investment Planning, LLC's Lincoln Investment 401(k) and Profit Sharing Plan reported $100M in total assets and 471 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 127,072 plans)
#7,680 in Finance & Insurance (8,869 peers)

Where Lincoln Investment 401(k) and Profit Sharing Plan sits by assets

Lincoln Investment 401(k) and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $100M for 471 participants (~$212,649/participant), up 17.8% in 2023.

$100M
total plan assets (2023 EOY): 471
covered participants: 91st
percentile by assets (of 127,072 plans): $212,649
avg assets per participant

Where Lincoln Investment 401(k) and Profit Sharing Plan sits by total assets

Lincoln Investment 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$100,157,882 Top 9% higher than 91% 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

Lincoln Investment 401(k) and Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Lincoln Investment 401(k) and Profit Sharing Plan end-of-year assets rose from $85M in the plan year 2022 filing to $100M in the plan year 2023 filing.
Lincoln Investment 401(k) and Profit Sharing Plan reported participants fell from 489 in the plan year 2022 filing to 471 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Lincoln Investment 401(k) and Profit Sharing Plan vs the 2023 asset distribution

By assets, Lincoln Investment 401(k) and Profit Sharing Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$85M
Net Assets (End of Year)	$100M
Net Income	$15M
Employer EIN	231702591
Plan Effective Date	1983-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lincoln Investment Planning, LLC)

Total plan assets by year, all Lincoln Investment Planning, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	489	$85M
2023	1	471	$100M
2024	1	475	$116M

Nearby 401(k) Plans in Pennsylvania

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

Lincoln Investment 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Lincoln Investment 401(k) and Profit Sha… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lincoln Investment 401(k) and Profit Sharing Plan by total assets, not by location.

Independent Emergency Physicians, P.C. 401(k) Profit Sharing Plan (MI) $100M · 229
Southern Nevada and California Glaziers, Fabricators, Painters and Floorcoverers Pension Trust Fund (NV) $100M · 3,503
Jefferson City Medical Group, P. C. Profit Sharing Plan (MO) $100M · 511
Toyo Retirement Plan (CA) $100M · 1,593

Frequently Asked Questions

How did Lincoln Investment 401(k) and Profit Sharing Plan assets move in 2023? ▼

Lincoln Investment 401(k) and Profit Sharing Plan grew sharply - up 17.8% during 2023, from $85M to $100M. Reported net income was $15M.

How have Lincoln Investment Planning, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lincoln Investment Planning, LLC's sponsor-wide assets grew 37.1%, from $85M to $116M.

Where does Lincoln Investment 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Lincoln Investment 401(k) and Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Lincoln Investment 401(k) and Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Independent Emergency Physicians, P.C. 401(k) Profit Sharing Plan in MI ($100M, 229 participants).

Next read for Lincoln Investment 401(k) and Profit Sha…

Scale reading

Ways to act on Lincoln Investment 401(k) and Profit Sharing Plan's numbers.

By total assets, Lincoln Investment 401(k) and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Lincoln Investment Planning, LLC's sponsor-wide assets have grown 37.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 231702591.