Other · DOL Form 5500 · 2023
LINCOLN Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 181
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $24,412
- Avg per participant Low balance/head
Official DOL plan name: Lincoln Non-Union 403b Plan · Sponsored by LINCOLN · California · Healthcare & Social Assistance
$4M in assets, 181 participants
LINCOLN's Lincoln Non-Union 403b Plan reported $4M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,025 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Lincoln Non-Union 403b Plan covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $4M.
- #8,025
- in Healthcare & Social Assistance (17,684 peers)
- +29.0%
- assets growth YoY
Lincoln Non-Union 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lincoln Non-Union 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,418,512 42nd percentile higher than 42% 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 Non-Union 403b 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. Lincoln Non-Union 403b Plan sits mid-pack in the medium band (181 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lincoln Non-Union 403b Plan reported net income rose from -$304K in the plan year 2022 filing to $995K in the plan year 2023 filing.
- Lincoln Non-Union 403b Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Lincoln Non-Union 403b Plan reported participants fell from 183 in the plan year 2022 filing to 181 in the plan year 2023 filing.
DOL schedule card
Filing strip 941156501 · LINCOLN PY 2023 · Other
Lincoln Non-Union 403b Plan · $4M · 181 · 42nd
- IND $4M
- IND 181
- IND 42nd
- IND Other
- IND near Area Agency on Aging of Northwest Arkansas, Inc. Retirement Plan
- IND ind #8025
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Lincoln Non-Union 403b Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $995K |
| Employer EIN | 941156501 |
| Plan Effective Date | 1980-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (LINCOLN)
Sponsor-wide plan assets over time
All LINCOLN plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 52.6700395490853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 333 | $10M |
| 2023 | 2 | 331 | $13M |
| 2024 | 2 | 347 | $16M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Lincoln Non-Union 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Area Agency on Aging of Northwest Arkansas, Inc. Retirement Plan in AR ($4M); by covered participants it is Miss Porter's School 403(b) Retirement Plan in CT (181 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.
- Miss Porter's School 403(b) Retirement Plan (CT) 181 · 0 off
- Calais Community Hospital Tax Sheltered Annuity Plan (ME) 181 · 0 off
- Mountain Family Health Centers 403b Plan (CO) 181 · 0 off
- Goldey-Beacom College 403(b) Plan (DE) 181 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.