Other · DOL Form 5500 · 2023
Lincoln University of the Commonwealth System of Higher Edu Retirement Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 602
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $142,439
- Avg per participant Near avg balance/head
Official DOL plan name: Lincoln University Defined Contribution Retirement Plan · Sponsored by Lincoln University of the Commonwealth System of Higher Edu · Pennsylvania · Educational Services
$86M in assets, 602 participants
Lincoln University of the Commonwealth System of Higher Edu's Lincoln University Defined Contribution Retirement Plan reported $86M in total assets and 602 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.
- #3,096 in Educational Services (3,735 peers)
Where Lincoln University Defined Contribution Retirement Plan sits by assets
Lincoln University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $86M for 602 participants (~$142,439/participant), up 8.0% in 2023.
- #3,096
- in Educational Services (3,735 peers)
- +8.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Lincoln University Defined Contribution Retirement Plan's outsized position by total assets
Lincoln University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$85,748,130 Top 10% higher than 90% 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 University Defined Contribution Retirement 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 University Defined Contribution Retirement Plan sits mid-pack in the medium band (602 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lincoln University Defined Contribution Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Lincoln University Defined Contribution Retirement Plan reported participants rose from 525 in the plan year 2022 filing to 602 in the plan year 2023 filing.
- Lincoln University Defined Contribution Retirement Plan end-of-year assets rose from $79M in the plan year 2022 filing to $86M in the plan year 2023 filing.
DOL schedule card
Filing strip 231352655 · Lincoln University of the Commonwealth System of Higher Edu PY 2023 · Other
Lincoln University Defined Contribution Retirement Plan · $86M · 602 · 90th
- PHOTO $86M
- PHOTO 602
- PHOTO 90th
- PHOTO Other
- PHOTO near Southeast Iowa Regional Medical Center 403(b)
- PHOTO ind #3096
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 Educational Services retirement plans → · Plans in Pennsylvania →
Lincoln University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $6M |
| Employer EIN | 231352655 |
| Plan Effective Date | 1930-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lincoln University of the Commonwealth System of Higher Edu)
Sponsor-wide plan assets over time
All Lincoln University of the Commonwealth System of Higher Edu plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 14.936961326963566% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 525 | $79M |
| 2023 | 1 | 602 | $86M |
| 2024 | 1 | 602 | $91M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Lincoln University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Southeast Iowa Regional Medical Center 403(b) in IA ($86M); by covered participants it is Los Angeles Opera Company Retirement Plan in CA (602 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
Similar participant headcount
Nearest other-state filings by covered participants (602 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.