401(k) · DOL Form 5500 · 2024

Lincoln Bancorp 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
327
Participants Below avg headcount
69th
Percentile by assets National rank
$58,093
Avg per participant Low balance/head
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Official DOL plan name: Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust · Sponsored by Lincoln Bancorp · Iowa · Finance & Insurance

$19M in assets, 327 participants

Lincoln Bancorp's Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust reported $19M in total assets and 327 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,613 in Finance & Insurance (8,549 peers)

Lincoln Bancorp multi-year trail

Lincoln Bancorp's plans moved -13.5% in assets from 2022 to 2024; this filing shows Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust at $19M / 327 participants.

#4,613
in Finance & Insurance (8,549 peers)
+1.2%
assets growth YoY

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

Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$18,996,275 Top 31% higher than 69% 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 Bancorp Employees 401(k) Profit Sharing Plan and Trust 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 Bancorp Employees 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (327 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $228K in the plan year 2024 filing.
  • Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust reported participants fell from 423 in the plan year 2023 filing to 327 in the plan year 2024 filing.
  • Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421224950 · Lincoln Bancorp PY 2024 · 401(k)

Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust · $19M · 327 · 69th

  • EBSA $19M
  • PART 327
  • TYPE 69th
  • NET 401(k)
  • BOOK near Express Manufacturing, Inc. 401(k) Plan
  • VS-ST ind #4613

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 Iowa →

Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Lincoln Bancorp Employees 401(k) Profit Sharing Plan and TrustLincoln Bancorp Employees 40…$19MExpress Manufacturing, Inc. 401(k) PlanExpress Manufacturing, Inc. …$19MGerald H. Phipps, Inc. Employee's 401(k) PlanGerald H. Phipps, Inc. Emplo…$19MVector Magnetics LLC 401(k) PlanVector Magnetics LLC 401(k) …$19MStc Management Group, LLC 401(k) Retirement Savings PlanStc Management Group, LLC 40…$19M
End-of-year total assets ($M) among Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lincoln Bancorp multi-year asset trail

Sponsor-wide plan assets over time

All Lincoln Bancorp plans reported in each filing year

Latest sponsor-wide plan assets
$32M 13.484411986919827% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $37.5M $32.5M ▼ -13.5%
Year Plans Participants Total Assets
2022 2 723 $38M
2023 2 805 $35M
2024 2 632 $32M

Lincoln Bancorp filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$228K
Employer EIN421224950
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.018996275 · Participants: 327Lincoln Bancorp Employees 401(k) Profit Sharing Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Express Manufacturing, Inc. 401(k) Plan in CA ($19M); by covered participants it is Farmers Mutual 401(k) Savings Plan in NE (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Bancorp Employees 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust edged up modestly - up 1.2% during 2024, from $19M to $19M. Reported net income was $228K.
How have Lincoln Bancorp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincoln Bancorp's sponsor-wide assets declined 13.5%, from $38M to $32M.
Which 401(k) plans are similar in size to Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Express Manufacturing, Inc. 401(k) Plan in CA ($19M, 757 participants).
Which 401(k) plans cover a similar participant headcount to Lincoln Bancorp Employees 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Farmers Mutual 401(k) Savings Plan in NE (327 participants, $81M 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 421224950.

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.