401(k) · DOL Form 5500 · 2024
Lincoln National Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $226M
- Total assets Near avg plan size
- 572
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $395,678
- Avg per participant High balance/head
Official DOL plan name: Lnl Agents' 401(k) Savings Plan · Sponsored by Lincoln National Life Insurance Company · Pennsylvania · Finance & Insurance
$226M in assets, 572 participants
Lincoln National Life Insurance Company's Lnl Agents' 401(k) Savings Plan reported $226M in total assets and 572 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #7,824 in Finance & Insurance (8,549 peers)
Where Lnl Agents' 401(k) Savings Plan sits by assets
Lnl Agents' 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $226M for 572 participants (~$395,678/participant), down 8.9% in 2024.
- #7,824
- in Finance & Insurance (8,549 peers)
- -8.9%
- assets change YoY
- 2.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lnl Agents' 401(k) Savings Plan's outsized position by total assets
Lnl Agents' 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$226,327,710 Top 5% higher than 95% 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
Lnl Agents' 401(k) Savings 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. Lnl Agents' 401(k) Savings Plan sits mid-pack in the medium band (572 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lnl Agents' 401(k) Savings Plan reported net income fell from $9M in the plan year 2023 filing to -$22M in the plan year 2024 filing.
- Lnl Agents' 401(k) Savings Plan reported participants fell from 633 in the plan year 2023 filing to 572 in the plan year 2024 filing.
- Lnl Agents' 401(k) Savings Plan end-of-year assets fell from $248M in the plan year 2023 filing to $226M in the plan year 2024 filing.
DOL schedule card
Filing strip 350472300 · Lincoln National Life Insurance Company PY 2024 · 401(k)
Lnl Agents' 401(k) Savings Plan · $226M · 572 · 95th
- EIN $226M
- RANK 572
- PHOTO 95th
- IND 401(k)
- EOY near Curran Group Retirement Plan
- 5500 ind #7824
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 Pennsylvania →
Lnl Agents' 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $248M |
|---|---|
| Net Assets (End of Year) | $226M |
| Net Income | -$22M |
| Employer EIN | 350472300 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lincoln National Life Insurance Company)
Sponsor-wide plan assets over time
All Lincoln National Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $339M 4.294728063328417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 1,025 | $355M |
| 2023 | 4 | 870 | $369M |
| 2024 | 4 | 758 | $339M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Lnl Agents' 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Curran Group Retirement Plan in IL ($226M); by covered participants it is Human Services Management Corporation 401(k) and Profit Sharing Plan in MA (572 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($226M here).
- Curran Group Retirement Plan (IL) $226M · 1,042
- Thoughtworks, Inc 401(k) Plan (IL) $226M · 804
- Ufcw Local Union 1189 and St. Paul Food Employers Defined Contribution Plan (MN) $226M · 7,155
- Georgia Farm Bureau Companies Employee Savings Plan (GA) $227M · 1,176
Similar participant headcount
Nearest other-state filings by covered participants (572 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.