Defined Benefit (Pension) · DOL Form 5500 · 2023

Lincoln National Corporation Pension Plan

Data updated 2026-08-25

$795M
Total assets Above avg plan size
2,068
Participants Near avg headcount
98th
Percentile by assets National rank
$384,622
Avg per participant High balance/head
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Official DOL plan name: Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 · Sponsored by Lincoln National Corporation · Pennsylvania · Management of Enterprises

$795M in assets, 2,068 participants

Lincoln National Corporation's Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 reported $795M in total assets and 2,068 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #1,062 in Management of Enterprises (1,137 peers)

Coverage in Pennsylvania

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 covers 2,068 participants in Pennsylvania, 2.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $795M.

#1,062
in Management of Enterprises (1,137 peers)
-0.9%
assets change YoY
8.0×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008's outsized position by total assets

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 vs every filed plan by assets

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

$795,399,038 Top 2% higher than 98% 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

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 lands in the large band (2,068 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 reported net income rose from -$326M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 reported participants fell from 2,287 in the plan year 2022 filing to 2,068 in the plan year 2023 filing.
  • Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 end-of-year assets fell from $802M in the plan year 2022 filing to $795M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351140070 · Lincoln National Corporation PY 2023 · Defined Benefit (Pension)

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 · $795M · 2,068 · 98th

  • PART $795M
  • TYPE 2,068
  • NET 98th
  • BOOK Defined Benefit (Pension)
  • VS-ST near One Gas, Inc. Retirement Plan
  • BOY ind #1062

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 Management of Enterprises retirement plans → · Plans in Pennsylvania →

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 in the asset neighbourhood

Barnabas Health Retirement Income PlanBarnabas Health Retirement I…$797MOne Gas, Inc. Retirement Plan$796MLincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008Lincoln National Corporation…$795MFox Pension Plan$794MBaystate Health, Inc. Retirement ProgramBaystate Health, Inc. Retire…$791M
End-of-year total assets ($M) among Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$802M
Net Assets (End of Year)$795M
Net Income-$7M
Employer EIN351140070
Plan Effective Date1938-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln National Corporation)

Sponsor-wide plan assets over time

All Lincoln National Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4.3B 18.688546723366382% vs 2022
2024 filing year
$3.5B$4B$4.5B 202220232024 $3.6B $4.28B ▲ +18.9%
Year Plans Participants Total Assets
2022 3 13,224 $3.6B
2023 3 13,478 $4.0B
2024 3 12,985 $4.3B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 051015 Total assets ($B) Participants Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008, Total assets ($B): 0.795399038 · Participants: 2068Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008National 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
Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 side-by-side with 3 peers →

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is One Gas, Inc. Retirement Plan in OK ($796M); by covered participants it is Entergy Corporation Cash Balance Plan for Bargaining Employees in LA (2,069 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($795M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,068 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 Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 assets move in 2023? ▼
Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 held essentially flat - down 0.9% during 2023, from $802M to $795M. Reported net income was -$7M.
How have Lincoln National Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincoln National Corporation's sponsor-wide assets grew 18.7%, from $3.6B to $4.3B.
Where does Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 rank by assets among Form 5500 filers? ▼
Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is One Gas, Inc. Retirement Plan in OK ($796M, 740 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Entergy Corporation Cash Balance Plan for Bargaining Employees in LA (2,069 participants, $28M 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 351140070.

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.