Money Purchase · DOL Form 5500 · 2024
Lincoln National Life Insurance Company Money Purchase Plan
Data updated 2026-08-11
- $11M
- Total assets
- 102
- Participants
- 57th
- Percentile by assets
- $104,293
- Avg per participant
Official DOL plan name: Lnl Money Purchase Plan · Sponsored by Lincoln National Life Insurance Company · Pennsylvania · Finance & Insurance
$11M in assets, 102 participants
Lincoln National Life Insurance Company's Lnl Money Purchase Plan reported $11M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 123,622 plans)
- #3,505 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Lnl Money Purchase Plan covers 102 participants in Pennsylvania, about 12% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.
- $11M
- total plan assets (2024 EOY)
- 102
- covered participants
- 57th
- percentile by assets (of 123,622 plans)
- $104,293
- avg assets per participant
The plan reported a net loss of $999K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lnl Money Purchase Plan reported net income fell from $291K in the plan year 2023 filing to -$999K in the plan year 2024 filing.
- Lnl Money Purchase Plan reported participants fell from 124 in the plan year 2023 filing to 102 in the plan year 2024 filing.
- Lnl Money Purchase Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Lnl Money Purchase Plan reports 102 participants - about 12% of that state average ($11M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$999K |
| Employer EIN | 350472300 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lincoln National Life Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 1,025 | $355M |
| 2023 | 4 | 870 | $369M |
| 2024 | 4 | 758 | $339M |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Lnl Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
- Duane Morris Retirement Plan $338M · 484
- IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
- Milton Hershey School Money Purchase Pension Plan $181M · 1,500
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Lnl Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Lnl Money Purchase Plan assets move in 2024? ▼
How have Lincoln National Life Insurance Company plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Lnl Money Purchase Plan? ▼
Next read for Lnl Money Purchase Plan
Filing takeaways
Ways to act on Lnl Money Purchase Plan's numbers.
- By total assets, Lnl Money Purchase Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Lincoln National Life Insurance Company's sponsor-wide assets have declined 4.3% since 2022 across 3 plan years on file. More Finance & Insurance plans