401(k) · DOL Form 5500 · 2024

Lincoln Investment Planning, LLC 401(k) Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
475
Participants Below avg headcount
91st
Percentile by assets National rank
$245,225
Avg per participant Above avg balance/head
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Official DOL plan name: Lincoln Investment 401(k) and Profit Sharing Plan · Sponsored by Lincoln Investment Planning, LLC · Pennsylvania · Finance & Insurance

$116M in assets, 475 participants

Lincoln Investment Planning, LLC's Lincoln Investment 401(k) and Profit Sharing Plan reported $116M in total assets and 475 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,410 in Finance & Insurance (8,549 peers)

Where Lincoln Investment 401(k) and Profit Sharing Plan sits by assets

Lincoln Investment 401(k) and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $116M for 475 participants (~$245,225/participant), up 16.3% in 2024.

#7,410
in Finance & Insurance (8,549 peers)
+16.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Lincoln Investment 401(k) and Profit Sharing Plan's outsized position by total assets

Lincoln Investment 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$116,481,962 Top 9% higher than 91% 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 Investment 401(k) and Profit Sharing 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. Lincoln Investment 401(k) and Profit Sharing Plan sits mid-pack in the medium band (475 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lincoln Investment 401(k) and Profit Sharing Plan end-of-year assets rose from $100M in the plan year 2023 filing to $116M in the plan year 2024 filing.
  • Lincoln Investment 401(k) and Profit Sharing Plan reported net income rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 231702591 · Lincoln Investment Planning, LLC PY 2024 · 401(k)

Lincoln Investment 401(k) and Profit Sharing Plan · $116M · 475 · 91st

  • BOOK $116M
  • VS-ST 475
  • BOY 91st
  • SCH 401(k)
  • EBSA near Linebarger Goggan Blair & Sampson and Its Affiliates Retirement Plan
  • PART ind #7410

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 →

Lincoln Investment 401(k) and Profit Sharing Plan in the asset neighbourhood

Linebarger Goggan Blair & Sampson and Its Affiliates Retirement PlanLinebarger Goggan Blair & Sa…$117MNewfront 401(k) Plan$117MSchell & Kampeter, Inc. Profit Sharing PlanSchell & Kampeter, Inc. Prof…$117MSavings Plan of Byk USA$117MLincoln Investment 401(k) and Profit Sharing PlanLincoln Investment 401(k) an…$116M
End-of-year total assets ($M) among Lincoln Investment 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$116M
Net Income$16M
Employer EIN231702591
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln Investment Planning, LLC)

Sponsor-wide plan assets over time

All Lincoln Investment Planning, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$116M 37.050051334662996% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85M $116M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 489 $85M
2023 1 471 $100M
2024 1 475 $116M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lincoln Investment 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Lincoln Investment 401(k) and Profit Sharing Plan, Total assets ($B): 0.116481962 · Participants: 475Lincoln Investment 401(k) and Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Lincoln Investment 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Lincoln Investment 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Lincoln Investment 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Linebarger Goggan Blair & Sampson and Its Affiliates Retirement Plan in TX ($117M); by covered participants it is Pride Star Ems. 401(k) Plan in MA (475 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($116M here).

Similar participant headcount

Nearest other-state filings by covered participants (475 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 Investment 401(k) and Profit Sharing Plan assets move in 2024? ▼
Lincoln Investment 401(k) and Profit Sharing Plan grew sharply - up 16.3% during 2024, from $100M to $116M. Reported net income was $16M.
How have Lincoln Investment Planning, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincoln Investment Planning, LLC's sponsor-wide assets grew 37.1%, from $85M to $116M.
Where does Lincoln Investment 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lincoln Investment 401(k) and Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lincoln Investment 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Linebarger Goggan Blair & Sampson and Its Affiliates Retirement Plan in TX ($117M, 1,045 participants).
Which 401(k) plans cover a similar participant headcount to Lincoln Investment 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pride Star Ems. 401(k) Plan in MA (475 participants, $10M 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 231702591.

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.