Other · DOL Form 5500 · 2023

Lincoln School Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
114
Participants Small participant base
79th
Percentile by assets National rank
$254,829
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lincoln School 403(b) Retirement Plan · Sponsored by Lincoln School · Rhode Island · Educational Services

$29M in assets, 114 participants

Lincoln School's Lincoln School 403(b) Retirement Plan reported $29M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,377 in Educational Services (3,735 peers)

Coverage in Rhode Island

Lincoln School 403(b) Retirement Plan covers 114 participants in Rhode Island, about 8% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $29M.

#2,377
in Educational Services (3,735 peers)
+5.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lincoln School 403(b) Retirement Plan's outsized position by total assets

Lincoln School 403(b) Retirement Plan vs every filed plan by assets

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

$29,050,483 Top 21% higher than 79% 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 School 403(b) 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 School 403(b) Retirement Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lincoln School 403(b) Retirement Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lincoln School 403(b) Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Lincoln School 403(b) Retirement Plan reported participants fell from 116 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 050258900 · Lincoln School PY 2023 · Other

Lincoln School 403(b) Retirement Plan · $29M · 114 · 79th

  • SCH $29M
  • SCH 114
  • SCH 79th
  • SCH Other
  • SCH near The Mental Health Center of Greater Manchester Tax Sheltered Annuity Plan
  • SCH ind #2377

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 Rhode Island →

Lincoln School 403(b) Retirement Plan in the asset neighbourhood

The Mental Health Center of Greater Manchester Tax Sheltered Annuity PlanThe Mental Health Center of …$29MLincoln School 403(b) Retirement PlanLincoln School 403(b) Retire…$29MWest Virginia University Medical Corp. Charleston Division Retirement PlanWest Virginia University Med…$29MCrdf Retirement Plan and TrustCrdf Retirement Plan and Tru…$29MShore Country Day School 403(b) DC PlanShore Country Day School 403…$29M
End-of-year total assets ($M) among Lincoln School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN050258900
Plan Effective Date1956-01-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln School)

Sponsor-wide plan assets over time

All Lincoln School plans reported in each filing year

Latest sponsor-wide plan assets
$32M 14.510488347582962% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $27.5M $31.5M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 116 $28M
2023 1 114 $29M
2024 1 126 $32M

Nearby Other Plans in Rhode Island

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

Lincoln School 403(b) Retirement Plan vs. nearby Other plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Lincoln School 403(b) Retirement Plan, Total assets ($B): 0.029050483 · Participants: 114Lincoln School 403(b) Retirement PlanBrown University Defined Contribution Legacy Retirement Plan, Total assets ($B): 1.400883938 · Participants: 1272Brown University Defined Contribution Legacy Retirement PlanLifespan Corporation 403(b)Retirement Plan, Total assets ($B): 1.164361597 · Participants: 9416Lifespan Corporation 403(b)Retirement PlanBrown University Defined Contribution Deferred Vesting Retirement Plan, Total assets ($B): 0.812750487 · Participants: 5630Brown University Defined Contribution Deferred Vesting Retirement PlanProvidence College 403(b) Plan, Total assets ($B): 0.359922183 · Participants: 984Providence College 403(b) PlanRoger Williams University Retirement Plan, Total assets ($B): 0.335932553 · Participants: 2740Roger Williams University Retirement Plan
Lincoln School 403(b) Retirement Plan vs. nearby Other plans in Rhode Island, assets vs. participants
Compare Lincoln School 403(b) Retirement Plan side-by-side with 3 peers →

Lincoln School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Rhode Island, the nearest Other by assets is The Mental Health Center of Greater Manchester Tax Sheltered Annuity Plan in NH ($29M); by covered participants it is St. Joseph's Catholic School Defined Contribution Plan in SC (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 School 403(b) Retirement Plan assets move in 2023? ▼
Lincoln School 403(b) Retirement Plan grew at a solid clip - up 5.6% during 2023, from $28M to $29M. Reported net income was $2M.
How have Lincoln School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincoln School's sponsor-wide assets grew 14.5%, from $28M to $32M.
Where does Lincoln School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Lincoln School 403(b) Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lincoln School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Mental Health Center of Greater Manchester Tax Sheltered Annuity Plan in NH ($29M, 481 participants).
Which Other plans cover a similar participant headcount to Lincoln School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Joseph's Catholic School Defined Contribution Plan in SC (114 participants, N/A 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 050258900.

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.