Defined Benefit (Pension) · DOL Form 5500 · 2024

Lincoln National Corporation Pension Plan

Data updated 2026-08-06

$762M
Total assets: 1,859
Participants: 98th
Percentile by assets: $409,860
Avg per participant

Official DOL plan name: Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 · Sponsored by Lincoln National Corporation · Pennsylvania · Management of Enterprises

$762M in assets, 1,859 participants

Lincoln National Corporation's Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 reported $762M in total assets and 1,859 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 116,472 plans)
#1,020 in Management of Enterprises (1,094 peers)

Coverage in Pennsylvania

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 covers 1,859 participants in Pennsylvania, 2.3x the typical Pennsylvania plan (state average ~824 per filing). Assets: $762M.

$762M
total plan assets (2024 EOY): 1,859
covered participants: 98th
percentile by assets (of 116,472 plans): $409,860
avg assets per participant

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 reported net income fell from -$7M in the plan year 2023 filing to -$33M in the plan year 2024 filing.
Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 reported participants fell from 2,068 in the plan year 2023 filing to 1,859 in the plan year 2024 filing.
Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 end-of-year assets fell from $795M in the plan year 2023 filing to $762M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Management of Enterprises

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 reports 1,859 participants - 2.3x that state average ($762M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$795M
Net Assets (End of Year)	$761M
Net Income	-$33M
Employer EIN	351140070
Plan Effective Date	1938-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lincoln National Corporation)

Total plan assets by year, all Lincoln National Corporation plans on file

Year	Plans	Participants	Total Assets
2022	3	13,224	$3.6B
2023	3	13,478	$4.0B
2024	3	12,985	$4.3B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Steelworkers Pension Trust $7.2B · 46,110
The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
Constellation Retirement Program $5.0B · 4,809
Eastern Atlantic States Carpenters Pension Fund $5.0B · 12,421

Compare Lincoln National Corporation Retirement … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 by total assets, not by location.

Community Hospital of the Monterey Peninsula Retirement Plan (CA) $764M · 832
International Union of Operating Engineers Local Union No. 478, a-C-D-E Pension Plan (CT) $759M · 2,388
Rwjbarnabas Health Retirement Income Plan (NJ) $756M · 5,841
Local 817 Ibt Pension Fund (NY) $753M · 1,079

Frequently Asked Questions

How did Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 assets move in 2024? ▼

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 edged down modestly - down 4.2% during 2024, from $795M to $762M. Reported net income was -$33M.

How have Lincoln National Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lincoln National Corporation's sponsor-wide assets grew 18.7%, from $3.6B to $4.3B.

Where does Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 rank by assets among Form 5500 filers? ▼

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Community Hospital of the Monterey Peninsula Retirement Plan in CA ($764M, 832 participants).

Next read for Lincoln National Corporation Retirement …

Filing takeaways

Ways to act on Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008's numbers.

By total assets, Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
Lincoln National Corporation's sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 351140070.