ESOP · DOL Form 5500 · 2023

Lincoln Bancorp ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
382
Participants Below avg headcount
69th
Percentile by assets National rank
$43,717
Avg per participant Low balance/head
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Official DOL plan name: Lincoln Bancorp Employee Stock Ownership Plan · Sponsored by Lincoln Bancorp · Iowa · Finance & Insurance

$17M in assets, 382 participants

Lincoln Bancorp's Lincoln Bancorp Employee Stock Ownership Plan reported $17M in total assets and 382 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,869 in Finance & Insurance (8,869 peers)

Lincoln Bancorp multi-year trail

Lincoln Bancorp's plans moved -13.5% in assets from 2022 to 2024; this filing shows Lincoln Bancorp Employee Stock Ownership Plan at $17M / 382 participants.

#4,869
in Finance & Insurance (8,869 peers)
-24.7%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lincoln Bancorp Employee Stock Ownership Plan's outsized position by total assets

Lincoln Bancorp Employee Stock Ownership Plan vs every filed plan by assets

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

$16,699,860 Top 31% higher than 69% 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 Bancorp Employee Stock Ownership 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 Bancorp Employee Stock Ownership Plan sits mid-pack in the medium band (382 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lincoln Bancorp Employee Stock Ownership Plan end-of-year assets fell from $22M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Lincoln Bancorp Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Lincoln Bancorp Employee Stock Ownership Plan reported participants rose from 355 in the plan year 2022 filing to 382 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 421224950 · Lincoln Bancorp PY 2023 · ESOP

Lincoln Bancorp Employee Stock Ownership Plan · $17M · 382 · 69th

  • EOY $17M
  • EOY 382
  • EOY 69th
  • EOY ESOP
  • EOY near Art's Electric Employee Stock Ownership Plan
  • EOY ind #4869

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 What is an ESOP? → · Plans in Iowa →

Lincoln Bancorp Employee Stock Ownership Plan in the asset neighbourhood

Margaretville Telephone Co., Inc. Employee Stock Ownership PlanMargaretville Telephone Co.,…$17MD & S Manufacturing Company, Inc. Employee Stock Ownership PlanD & S Manufacturing Company,…$17MLincoln Bancorp Employee Stock Ownership PlanLincoln Bancorp Employee Sto…$17MArt's Electric Employee Stock Ownership PlanArt's Electric Employee Stoc…$17MPacific Utility Installation, Inc. Employee Stock Ownership PlanPacific Utility Installation…$17M
End-of-year total assets ($M) among Lincoln Bancorp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Lincoln Bancorp multi-year asset trail

Sponsor-wide plan assets over time

All Lincoln Bancorp plans reported in each filing year

Latest sponsor-wide plan assets
$32M 13.484411986919827% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $37.5M $32.5M ▼ -13.5%
Year Plans Participants Total Assets
2022 2 723 $38M
2023 2 805 $35M
2024 2 632 $32M

Lincoln Bancorp filing trail (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$13M
Net Income-$4M
Employer EIN421224950
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Lincoln Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 20040060080010001200 -20002004006008001000 Total assets ($M) Participants Lincoln Bancorp Employee Stock Ownership Plan, Total assets ($M): 16.69986 · Participants: 382Lincoln Bancorp Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Lincoln Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Lincoln Bancorp Employee Stock Ownership Plan side-by-side with 3 peers →

Lincoln Bancorp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Art's Electric Employee Stock Ownership Plan in KY ($17M); by covered participants it is Rsr Employee Stock Ownership Plan in FL (382 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (382 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 Bancorp Employee Stock Ownership Plan assets move in 2023? ▼
Lincoln Bancorp Employee Stock Ownership Plan declined sharply - down 24.7% during 2023, from $22M to $17M. Reported net income was -$4M.
How have Lincoln Bancorp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincoln Bancorp's sponsor-wide assets declined 13.5%, from $38M to $32M.
Which ESOP plans are similar in size to Lincoln Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Art's Electric Employee Stock Ownership Plan in KY ($17M, 173 participants).
Which ESOP plans cover a similar participant headcount to Lincoln Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rsr Employee Stock Ownership Plan in FL (382 participants, $390M 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 421224950.

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.