Money Purchase · DOL Form 5500 · 2024
Lincoln National Life Insurance Company Money Purchase Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $104,293
- Avg per participant Below avg balance/head
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.
- #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.
- #3,505
- in Finance & Insurance (8,549 peers)
- -8.6%
- assets change YoY
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.
Lnl Money Purchase Plan's mid-pack asset rank among Finance & Insurance and all filers
Lnl Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,637,847 Top 43% higher than 57% 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 Money Purchase 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 Money Purchase Plan sits mid-pack in the medium band (102 participants).
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.
Form 5500 schedule snapshot
Filing strip 350472300 · Lincoln National Life Insurance Company PY 2024 · Money Purchase
Lnl Money Purchase Plan · $11M · 102 · 57th
- BOOK $11M
- BOOK 102
- BOOK 57th
- BOOK Money Purchase
- BOOK near Graphic Communications Int'l Union Local 119b-43b New York Printers League Annuity Fund
- BOOK ind #3505
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 Money Purchase Plan in the asset neighbourhood
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)
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 Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Lnl Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Graphic Communications Int'l Union Local 119b-43b New York Printers League Annuity Fund in NY ($11M); by covered participants it is Ysk Corporation Money Purchase Pension Plan in OH (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (102 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.