401(k) · DOL Form 5500 · 2023

Lincoln Charter School 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
293
Participants Below avg headcount
67th
Percentile by assets National rank
$51,243
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lincoln Charter School 401(k) Plan · Sponsored by Lincoln Charter School · North Carolina · Educational Services

$15M in assets, 293 participants

Lincoln Charter School's Lincoln Charter School 401(k) Plan reported $15M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,859 in Educational Services (3,735 peers)

Coverage in North Carolina

Lincoln Charter School 401(k) Plan covers 293 participants in North Carolina, about 36% of the average North Carolina filer (state average ~819 per filing). Assets: $15M.

#1,859
in Educational Services (3,735 peers)
+18.7%
assets growth YoY

Lincoln Charter School 401(k) Plan's outsized position by total assets

Lincoln Charter School 401(k) Plan vs every filed plan by assets

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

$15,014,327 Top 33% higher than 67% 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 Charter School 401(k) 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 Charter School 401(k) Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lincoln Charter School 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Lincoln Charter School 401(k) Plan reported participants rose from 250 in the plan year 2022 filing to 293 in the plan year 2023 filing.
  • Lincoln Charter School 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 562052862 · Lincoln Charter School PY 2023 · 401(k)

Lincoln Charter School 401(k) Plan · $15M · 293 · 67th

  • NET $15M
  • BOOK 293
  • VS-ST 67th
  • BOY 401(k)
  • SCH near Nickles Bakery Employees' 401(k) Plan
  • EBSA ind #1859

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 North Carolina →

Lincoln Charter School 401(k) Plan in the asset neighbourhood

Lincoln Charter School 401(k) PlanLincoln Charter School 401(k…$15MNickles Bakery Employees' 401(k) PlanNickles Bakery Employees' 40…$15MIcp Inc. Employees Retirement Savings PlanIcp Inc. Employees Retiremen…$15MEck Industries, Inc. Union Employees' Cash or Deferred Retirement PlanEck Industries, Inc. Union E…$15MHall Ambulance Service Inc.$15M
End-of-year total assets ($M) among Lincoln Charter School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN562052862
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln Charter School)

Sponsor-wide plan assets over time

All Lincoln Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$17M 37.41122743713418% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.7M $17.4M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 250 $13M
2023 1 293 $15M
2024 1 307 $17M

Nearby 401(k) Plans in North Carolina

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

Lincoln Charter School 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Lincoln Charter School 401(k) Plan, Total assets ($B): 0.015014327 · Participants: 293Lincoln Charter School 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Lincoln Charter School 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lincoln Charter School 401(k) Plan side-by-side with 3 peers →

Lincoln Charter School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Nickles Bakery Employees' 401(k) Plan in OH ($15M); by covered participants it is Bueno Foods 401(k) Plan in NM (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Charter School 401(k) Plan assets move in 2023? ▼
Lincoln Charter School 401(k) Plan grew sharply - up 18.7% during 2023, from $13M to $15M. Reported net income was $2M.
How have Lincoln Charter School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincoln Charter School's sponsor-wide assets grew 37.4%, from $13M to $17M.
Which 401(k) plans are similar in size to Lincoln Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nickles Bakery Employees' 401(k) Plan in OH ($15M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Lincoln Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bueno Foods 401(k) Plan in NM (293 participants, $9M 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 562052862.

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.