401(k) · DOL Form 5500 · 2024
Lincoln International LLC 401(k) Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 535
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $196,188
- Avg per participant Above avg balance/head
Official DOL plan name: Lincoln International LLC 401(k) Plan · Sponsored by Lincoln International LLC · Illinois · Finance & Insurance
$105M in assets, 535 participants
Lincoln International LLC's Lincoln International LLC 401(k) Plan reported $105M in total assets and 535 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #7,316 in Finance & Insurance (8,549 peers)
Where Lincoln International LLC 401(k) Plan sits by assets
Lincoln International LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $105M for 535 participants (~$196,188/participant), up 23.5% in 2024.
- #7,316
- in Finance & Insurance (8,549 peers)
- +23.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Lincoln International LLC 401(k) Plan's outsized position by total assets
Lincoln International LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$104,960,345 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lincoln International LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lincoln International LLC 401(k) Plan sits mid-pack in the medium band (535 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lincoln International LLC 401(k) Plan end-of-year assets rose from $85M in the plan year 2023 filing to $105M in the plan year 2024 filing.
- Lincoln International LLC 401(k) Plan reported participants rose from 460 in the plan year 2023 filing to 535 in the plan year 2024 filing.
- Lincoln International LLC 401(k) Plan reported net income rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 364072923 · Lincoln International LLC PY 2024 · 401(k)
Lincoln International LLC 401(k) Plan · $105M · 535 · 91st
- IND $105M
- IND 535
- IND 91st
- IND 401(k)
- IND near Kilpatrick Townsend & Stockton LLP Ret Sav Plan-Plan 2
- IND ind #7316
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 Illinois →
Lincoln International LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $20M |
| Employer EIN | 364072923 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lincoln International LLC)
Sponsor-wide plan assets over time
All Lincoln International LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 55.2336048058841% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 385 | $68M |
| 2023 | 1 | 460 | $85M |
| 2024 | 1 | 535 | $105M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Lincoln International LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Kilpatrick Townsend & Stockton LLP Ret Sav Plan-Plan 2 in GA ($105M); by covered participants it is Sundance Holdings Group, LLC 401(k) Plan in UT (535 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- Kilpatrick Townsend & Stockton LLP Ret Sav Plan-Plan 2 (GA) $105M · 507
- Omni Cable LLC Retirement Savings Plan (PA) $105M · 793
- Indiana Packers Corporation 401(k) Retirement Savings Plan (IN) $105M · 2,470
- Kohn Pedersen Fox Associates, P. C. 401(k) Employee Savings and Profit Sharing Plan (NY) $105M · 428
Similar participant headcount
Nearest other-state filings by covered participants (535 participants); asset peers above are excluded.
- Sundance Holdings Group, LLC 401(k) Plan (UT) 535 · 0 off
- The Signresource Retirement Savings Plan (TN) 535 · 0 off
- The Cold Heading Group 401(k) Retirement Plan (MI) 535 · 0 off
- Poindexter Nut Company , Inc. 401(k) Profit Sharing Plan (CA) 535 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.