Other · DOL Form 5500 · 2024

LINCOLN Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 193
Participants Below avg headcount: 43rd
Percentile by assets National rank: $27,861
Avg per participant Low balance/head

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Official DOL plan name: Lincoln Non-Union 403b Plan · Sponsored by LINCOLN · California · Healthcare & Social Assistance

$5M in assets, 193 participants

LINCOLN's Lincoln Non-Union 403b Plan reported $5M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

#7,885 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Lincoln Non-Union 403b Plan covers 193 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $5M.

#7,885
in Healthcare & Social Assistance (16,916 peers): +21.7%
assets growth YoY

Lincoln Non-Union 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lincoln Non-Union 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,377,124 43rd percentile higher than 43% 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 Non-Union 403b 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 Non-Union 403b Plan sits mid-pack in the medium band (193 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Lincoln Non-Union 403b Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Lincoln Non-Union 403b Plan reported participants rose from 181 in the plan year 2023 filing to 193 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941156501 · LINCOLN PY 2024 · Other

Lincoln Non-Union 403b Plan · $5M · 193 · 43rd

IND $5M
IND 193
IND 43rd
IND Other
IND near Clarity Care, Inc Retirement Plan
IND ind #7885

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 Healthcare & Social Assistance retirement plans → · Plans in California →

End-of-year total assets ($M) among Lincoln Non-Union 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$959K
Employer EIN	941156501
Plan Effective Date	1980-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (LINCOLN)

Latest sponsor-wide plan assets: $16M 52.6700395490853% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	333	$10M
2023	2	331	$13M
2024	2	347	$16M

Nearby Other Plans in California

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

Lincoln Non-Union 403b Plan vs. nearby Other plans in California, assets vs. participants

Stanford Contributory Retirement Plan $12.6B · 22,753
Sutter Health 403(b) Savings Plan $7.6B · 54,954
Stanford Health Care Retirement Savings Plan $6.9B · 24,152
Caltech Base Retirement Plan $5.2B · 10,970
University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886

Compare Lincoln Non-Union 403b Plan side-by-side with 3 peers →

Lincoln Non-Union 403b Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Clarity Care, Inc Retirement Plan in WI ($5M); by covered participants it is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (193 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Clarity Care, Inc Retirement Plan (WI) $5M · 508
The Washington Latin School Tax Deferred Annuity Plan (DC) $5M · 90
403(b) Plan of Dayone Pact (IL) $5M · 77
Midwest New Mexico Community Action Program 403(b) Plan (NM) $5M · 133

Similar participant headcount

Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.

Dexter Southfield, Inc. Defined Contribution Retirement Plan (MA) 193 · 0 off
The Williston Northampton School Defined Contribution Retirement Plan (MA) 193 · 0 off
Gfhc Employee Retirement Savings Plan (CT) 193 · 0 off
University Liggett Tiaa Cref Pension Plan (MI) 193 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lincoln Non-Union 403b Plan assets move in 2024? ▼

Lincoln Non-Union 403b Plan grew sharply - up 21.7% during 2024, from $4M to $5M. Reported net income was $959K.

How have LINCOLN plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), LINCOLN's sponsor-wide assets grew 52.7%, from $10M to $16M.

Which Other plans are similar in size to Lincoln Non-Union 403b Plan? ▼

Among Other plans in other states, the closest by assets is Clarity Care, Inc Retirement Plan in WI ($5M, 508 participants).

Which Other plans cover a similar participant headcount to Lincoln Non-Union 403b Plan? ▼

Among Other plans in other states, the closest by covered participants is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (193 participants, $61M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941156501.