401(k) · DOL Form 5500 · 2023

Lincoln Bancorp 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
423
Participants Below avg headcount
71st
Percentile by assets National rank
$44,385
Avg per participant Low balance/head
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Official DOL plan name: Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust · Sponsored by Lincoln Bancorp · Iowa · Finance & Insurance

$19M in assets, 423 participants

Lincoln Bancorp's Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust reported $19M in total assets and 423 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,120 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 Employees 401(k) Profit Sharing Plan and Trust at $19M / 423 participants.

#5,120
in Finance & Insurance (8,869 peers)
+22.3%
assets growth YoY

Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$18,774,665 Top 29% higher than 71% 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 Employees 401(k) Profit Sharing Plan and Trust 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 Employees 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (423 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust reported net income rose from $647K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust reported participants rose from 368 in the plan year 2022 filing to 423 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421224950 · Lincoln Bancorp PY 2023 · 401(k)

Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust · $19M · 423 · 71st

  • SCH $19M
  • EBSA 423
  • PART 71st
  • TYPE 401(k)
  • NET near Reproductive Medicine Associates of New York, LLP 401(k) /Profit Sharing Plan
  • BOOK ind #5120

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 Finance & Insurance retirement plans → · Plans in Iowa →

Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Reproductive Medicine Associates of New York, LLP 401(k) /Profit Sharing PlanReproductive Medicine Associ…$19MDan Klores Communications, LLC 401(k) Savings PlanDan Klores Communications, L…$19MFreeman Webb Company, Realtors 401(k) Salary Reduction PlanFreeman Webb Company, Realto…$19MEvidation Health 401(k) Plan$19MLincoln Bancorp Employees 401(k) Profit Sharing Plan and TrustLincoln Bancorp Employees 40…$19M
End-of-year total assets ($M) among Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) 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)$15M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN421224950
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.018774665 · Participants: 423Lincoln Bancorp Employees 401(k) Profit Sharing Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Reproductive Medicine Associates of New York, LLP 401(k) /Profit Sharing Plan in NY ($19M); by covered participants it is Ameri-National Corporation 401(k) Plan in MO (423 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (423 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 Employees 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust grew sharply - up 22.3% during 2023, from $15M to $19M. Reported net income was $3M.
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 401(k) plans are similar in size to Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Reproductive Medicine Associates of New York, LLP 401(k) /Profit Sharing Plan in NY ($19M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameri-National Corporation 401(k) Plan in MO (423 participants, $54M 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.