Other · DOL Form 5500 · 2024
Lincoln University of the Commonwealth System of Higher Edu Retirement Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 602
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $151,656
- Avg per participant Above avg balance/head
Official DOL plan name: Lincoln University Defined Contribution Retirement Plan · Sponsored by Lincoln University of the Commonwealth System of Higher Edu · Pennsylvania · Educational Services
$91M in assets, 602 participants
Lincoln University of the Commonwealth System of Higher Edu's Lincoln University Defined Contribution Retirement Plan reported $91M in total assets and 602 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #2,979 in Educational Services (3,638 peers)
Where Lincoln University Defined Contribution Retirement Plan sits by assets
Lincoln University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $91M for 602 participants (~$151,656/participant), up 6.5% in 2024.
- #2,979
- in Educational Services (3,638 peers)
- +6.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Lincoln University Defined Contribution Retirement Plan's outsized position by total assets
Lincoln University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$91,296,857 Top 10% higher than 90% 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 University Defined Contribution Retirement 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 University Defined Contribution Retirement Plan sits mid-pack in the medium band (602 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lincoln University Defined Contribution Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Lincoln University Defined Contribution Retirement Plan end-of-year assets rose from $86M in the plan year 2023 filing to $91M in the plan year 2024 filing.
DOL schedule card
Filing strip 231352655 · Lincoln University of the Commonwealth System of Higher Edu PY 2024 · Other
Lincoln University Defined Contribution Retirement Plan · $91M · 602 · 90th
- TYPE $91M
- NET 602
- BOOK 90th
- VS-ST Other
- BOY near Winrock International Institute for Agricultural Development Defined Contribution Plan
- SCH ind #2979
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 Pennsylvania →
Lincoln University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $91M |
| Net Income | $6M |
| Employer EIN | 231352655 |
| Plan Effective Date | 1930-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lincoln University of the Commonwealth System of Higher Edu)
Sponsor-wide plan assets over time
All Lincoln University of the Commonwealth System of Higher Edu plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 14.936961326963566% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 525 | $79M |
| 2023 | 1 | 602 | $86M |
| 2024 | 1 | 602 | $91M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Lincoln University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Winrock International Institute for Agricultural Development Defined Contribution Plan in AR ($91M); by covered participants it is 403(b) Thrift Plan for University Settlement Society of New York in NY (602 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
- Winrock International Institute for Agricultural Development Defined Contribution Plan (AR) $91M · 259
- Fuller Theological Seminary Retirement Plan (CA) $91M · 934
- Citizens Memorial Health Care System Matched Savings Plan (MO) $91M · 2,252
- Bellevue University Defined Contribution Retirement Plan (NE) $91M · 1,400
Similar participant headcount
Nearest other-state filings by covered participants (602 participants); asset peers above are excluded.
- 403(b) Thrift Plan for University Settlement Society of New York (NY) 602 · 0 off
- The Jewish Federation of Omaha 403(b) Retirement Plan (NE) 602 · 0 off
- Canisius University Retirement Plan for Faculty and Staff (NY) 601 · 1 off
- Fairleigh Dickinson University Tax Deferred Annuity Plan (NJ) 600 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.