Defined Benefit (Pension) · DOL Form 5500 · 2024
Lincoln National Life Insurance Company Pension Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 15
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $4.9M
- Avg per participant High balance/head
Official DOL plan name: Agents Retirement Plan of the Lincoln National Life Insurance Company · Sponsored by Lincoln National Life Insurance Company · Pennsylvania · Finance & Insurance
$73M in assets, 15 participants
Lincoln National Life Insurance Company's Agents Retirement Plan of the Lincoln National Life Insurance Company reported $73M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #6,959 in Finance & Insurance (8,549 peers)
Where Agents Retirement Plan of the Lincoln National Life Insurance Company sits by assets
Agents Retirement Plan of the Lincoln National Life Insurance Company sits in the top quartile of all filed plans by assets, $73M for 15 participants (~$4.9M/participant), down 8.6% in 2024.
- #6,959
- in Finance & Insurance (8,549 peers)
- -8.6%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Agents Retirement Plan of the Lincoln National Life Insurance Company's outsized position by total assets
Agents Retirement Plan of the Lincoln National Life Insurance Company vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$73,370,082 Top 12% higher than 88% 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
Agents Retirement Plan of the Lincoln National Life Insurance Company among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agents Retirement Plan of the Lincoln National Life Insurance Company is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Agents Retirement Plan of the Lincoln National Life Insurance Company reported net income fell from $4M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- Agents Retirement Plan of the Lincoln National Life Insurance Company reported participants fell from 31 in the plan year 2023 filing to 15 in the plan year 2024 filing.
- Agents Retirement Plan of the Lincoln National Life Insurance Company end-of-year assets fell from $80M in the plan year 2023 filing to $73M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 350472300 · Lincoln National Life Insurance Company PY 2024 · Defined Benefit (Pension)
Agents Retirement Plan of the Lincoln National Life Insurance Company · $73M · 15 · 88th
- VS-ST $73M
- VS-ST 15
- VS-ST 88th
- VS-ST Defined Benefit (Pension)
- VS-ST near Star Tribune Retirement Plan O
- VS-ST ind #6959
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 →
Agents Retirement Plan of the Lincoln National Life Insurance Company in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | -$7M |
| Employer EIN | 350472300 |
| Plan Effective Date | 1938-01-01 |
| 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 Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- 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
Agents Retirement Plan of the Lincoln National Life Insurance Company's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Star Tribune Retirement Plan O in MN ($73M); by covered participants it is American Ingredients Company Retirement Plan in KS (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- American Ingredients Company Retirement Plan (KS) 15 · 0 off
- Jayjeffers Cash Balance Plan (CA) 15 · 0 off
- Nnn Properties LLC Pension Plan (NY) 15 · 0 off
- Aloha Infectious Diseases, LLC Pension Plan (HI) 15 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.