Money Purchase · DOL Form 5500 · 2023

LINCOLN Money Purchase Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
150
Participants Small participant base
55th
Percentile by assets National rank
$56,976
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lincoln Non-Union Pension Plan · Sponsored by LINCOLN · California · Healthcare & Social Assistance

$9M in assets, 150 participants

LINCOLN's Lincoln Non-Union Pension Plan reported $9M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,745 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Lincoln Non-Union Pension Plan covers 150 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $9M.

#10,745
in Healthcare & Social Assistance (17,684 peers)
+23.6%
assets growth YoY

Lincoln Non-Union Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lincoln Non-Union Pension Plan vs every filed plan by assets

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

$8,546,357 Top 45% higher than 55% 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 Non-Union Pension 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 Pension Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lincoln Non-Union Pension Plan reported net income rose from -$905K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lincoln Non-Union Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941156501 · LINCOLN PY 2023 · Money Purchase

Lincoln Non-Union Pension Plan · $9M · 150 · 55th

  • BOOK $9M
  • BOOK 150
  • BOOK 55th
  • BOOK Money Purchase
  • BOOK near Building Services Local 2 Retirement Plan & Trust
  • BOOK ind #10745

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 Pension Plan in the asset neighbourhood

Northeast Treatement Centers Employee Money Purchase Pension PlanNortheast Treatement Centers…$9MHeath Village Pension Plan$9MLincoln Non-Union Pension PlanLincoln Non-Union Pension Pl…$9MBuilding Services Local 2 Retirement Plan & TrustBuilding Services Local 2 Re…$9MUnited Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension PlanUnited Cerebral Palsy Associ…$8M
End-of-year total assets ($M) among Lincoln Non-Union Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN941156501
Plan Effective Date1982-07-01
Filing StatusFILING 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
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $15.8M ▲ +52.7%
Year Plans Participants Total Assets
2022 2 333 $10M
2023 2 331 $13M
2024 2 347 $16M

Nearby Money Purchase Plans in California

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

Lincoln Non-Union Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Lincoln Non-Union Pension Plan, Total assets ($B): 0.008546357 · Participants: 150Lincoln Non-Union Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Lincoln Non-Union Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Lincoln Non-Union Pension Plan side-by-side with 3 peers →

Lincoln Non-Union Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Building Services Local 2 Retirement Plan & Trust in NY ($9M); by covered participants it is Swank Enterprises Inc Davis-Bacon Pension Plan and Trust in MT (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Non-Union Pension Plan assets move in 2023? ▼
Lincoln Non-Union Pension Plan grew sharply - up 23.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have LINCOLN plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), LINCOLN's sponsor-wide assets grew 52.7%, from $10M to $16M.
Which Money Purchase plans are similar in size to Lincoln Non-Union Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Building Services Local 2 Retirement Plan & Trust in NY ($9M, 287 participants).
Which Money Purchase plans cover a similar participant headcount to Lincoln Non-Union Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Swank Enterprises Inc Davis-Bacon Pension Plan and Trust in MT (150 participants, $6M 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 941156501.

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.