Defined Benefit (Pension) · DOL Form 5500 · 2023

Lincoln National Life Insurance Company Pension Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
31
Participants Small participant base
90th
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
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Official DOL plan name: Agents Retirement Plan of the Lincoln National Life Insurance Company · Sponsored by Lincoln National Life Insurance Company · Pennsylvania · Finance & Insurance

$80M in assets, 31 participants

Lincoln National Life Insurance Company's Agents Retirement Plan of the Lincoln National Life Insurance Company reported $80M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,457 in Finance & Insurance (8,869 peers)

Where Agents Retirement Plan of the Lincoln National Life Insurance Company sits by assets

Agents Retirement Plan of the Lincoln National Life Insurance Company sits in the top 10% of all filed plans by assets, $80M for 31 participants (~$2.6M/participant), up 5.0% in 2023.

#7,457
in Finance & Insurance (8,869 peers)
+5.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Agents Retirement Plan of the Lincoln National Life Insurance Company's outsized position by total assets

Agents Retirement Plan of the Lincoln National Life Insurance Company vs every filed plan by assets

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

$80,304,199 Top 10% higher than 90% 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

Agents Retirement Plan of the Lincoln National Life Insurance Company among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agents Retirement Plan of the Lincoln National Life Insurance Company is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agents Retirement Plan of the Lincoln National Life Insurance Company reported net income rose from -$28M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Agents Retirement Plan of the Lincoln National Life Insurance Company reported participants fell from 41 in the plan year 2022 filing to 31 in the plan year 2023 filing.
  • Agents Retirement Plan of the Lincoln National Life Insurance Company end-of-year assets rose from $76M in the plan year 2022 filing to $80M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350472300 · Lincoln National Life Insurance Company PY 2023 · Defined Benefit (Pension)

Agents Retirement Plan of the Lincoln National Life Insurance Company · $80M · 31 · 90th

  • BOOK $80M
  • VS-ST 31
  • BOY 90th
  • SCH Defined Benefit (Pension)
  • EBSA near Georgia Farm Bureau Mutual Insurance Company Retirement Plan
  • PART ind #7457

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 →

Agents Retirement Plan of the Lincoln National Life Insurance Company in the asset neighbourhood

Sheet Metal Workers Local Pension PlanSheet Metal Workers Local Pe…$80MAxel Johnson Inc. Retirement PlanAxel Johnson Inc. Retirement…$80MAgents Retirement Plan of the Lincoln National Life Insurance CompanyAgents Retirement Plan of th…$80MGeorgia Farm Bureau Mutual Insurance Company Retirement PlanGeorgia Farm Bureau Mutual I…$80MRetirement Plan for Employees of King Ranch, Inc.Retirement Plan for Employee…$80M
End-of-year total assets ($M) among Agents Retirement Plan of the Lincoln National Life Insurance Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$80M
Net Income$4M
Employer EIN350472300
Plan Effective Date1938-01-01
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 Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Agents Retirement Plan of the Lincoln National Life Insurance Company vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Agents Retirement Plan of the Lincoln National Life Insurance Company, Total assets ($B): 0.080304199 · Participants: 31Agents Retirement Plan of the Lincoln National Life Insurance CompanyNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Agents Retirement Plan of the Lincoln National Life Insurance Company vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Agents Retirement Plan of the Lincoln National Life Insurance Company side-by-side with 3 peers →

Agents Retirement Plan of the Lincoln National Life Insurance Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Georgia Farm Bureau Mutual Insurance Company Retirement Plan in GA ($80M); by covered participants it is Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees in MO (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Agents Retirement Plan of the Lincoln National Life Insurance Company assets move in 2023? ▼
Agents Retirement Plan of the Lincoln National Life Insurance Company grew at a solid clip - up 5.0% during 2023, from $76M to $80M. Reported net income was $4M.
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 Agents Retirement Plan of the Lincoln National Life Insurance Company rank by assets among Form 5500 filers? ▼
Agents Retirement Plan of the Lincoln National Life Insurance Company ranks in the 90th 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 Defined Benefit (Pension) plans are similar in size to Agents Retirement Plan of the Lincoln National Life Insurance Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Georgia Farm Bureau Mutual Insurance Company Retirement Plan in GA ($80M, 296 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Agents Retirement Plan of the Lincoln National Life Insurance Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees in MO (31 participants, $39M 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.