Defined Benefit (Pension) · DOL Form 5500 · 2024

Lincoln National Corporation Pension Plan

Data updated 2026-08-25

$762M
Total assets Above avg plan size
1,859
Participants Near avg headcount
98th
Percentile by assets National rank
$409,860
Avg per participant High balance/head
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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.

  • #1,057 in Management of Enterprises (1,133 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 ~822 per filing). Assets: $762M.

#1,057
in Management of Enterprises (1,133 peers)
-4.2%
assets change YoY
7.6×
vs typical plan assets (national mean)

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's outsized position by total assets

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 vs every filed plan by assets

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

$761,928,855 Top 2% higher than 98% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 lands in the large band (1,859 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 351140070 · Lincoln National Corporation PY 2024 · Defined Benefit (Pension)

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 · $762M · 1,859 · 98th

  • SCH $762M
  • SCH 1,859
  • SCH 98th
  • SCH Defined Benefit (Pension)
  • SCH near Hotel Union and Hotel Industry of Hawaii Pension Plan
  • SCH ind #1057

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 Management of Enterprises retirement plans → · Plans in Pennsylvania →

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 in the asset neighbourhood

American Maritime Officers Pension PlanAmerican Maritime Officers P…$765MCommunity Hospital of the Monterey Peninsula Retirement PlanCommunity Hospital of the Mo…$764MHotel Union and Hotel Industry of Hawaii Pension PlanHotel Union and Hotel Indust…$763MLincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008Lincoln National Corporation…$762MInternational Union of Operating Engineers Local Union No. 478, a-C-D-E Pension PlanInternational Union of Opera…$759M
End-of-year total assets ($M) among Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$795M
Net Assets (End of Year)$761M
Net Income-$33M
Employer EIN351140070
Plan Effective Date1938-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln National Corporation)

Sponsor-wide plan assets over time

All Lincoln National Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4.3B 18.688546723366382% vs 2022
2024 filing year
$3.5B$4B$4.5B 202220232024 $3.6B $4.28B ▲ +18.9%
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 Scatter plot of 6 data points. -20000020000400006000080000 051015 Total assets ($B) Participants Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008, Total assets ($B): 0.761928855 · Participants: 1859Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008National Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 side-by-side with 3 peers →

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Hotel Union and Hotel Industry of Hawaii Pension Plan in HI ($763M); by covered participants it is Retirement Plan for Employees of Puget Sound Energy, Inc. in WA (1,858 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,859 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.

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 123,622 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 Hotel Union and Hotel Industry of Hawaii Pension Plan in HI ($763M, 7,636 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount 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 covered participants is Retirement Plan for Employees of Puget Sound Energy, Inc. in WA (1,858 participants, $830M 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 351140070.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.