Money Purchase · DOL Form 5500 · 2023
LINCOLN Money Purchase Plan
Data updated 2026-08-11
- $9M
- Total assets
- 150
- Participants
- 55th
- Percentile by assets
- $56,976
- Avg per participant
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.
- 55th percentile by assets (of 127,072 plans)
- #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.
- $9M
- total plan assets (2023 EOY)
- 150
- covered participants
- 55th
- percentile by assets (of 127,072 plans)
- $56,976
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Lincoln Non-Union Pension Plan reports 150 participants - about 24% of that state average ($9M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 941156501 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (LINCOLN)
| 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
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Lincoln Non-Union Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Lincoln Non-Union Pension Plan assets move in 2023? ▼
How have LINCOLN plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Lincoln Non-Union Pension Plan? ▼
Next read for Lincoln Non-Union Pension Plan
Filing takeaways
Ways to act on Lincoln Non-Union Pension Plan's numbers.
- By total assets, Lincoln Non-Union Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- LINCOLN's sponsor-wide assets have grown 52.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans