401(k) · DOL Form 5500 · 2024
Lincoln Holding Company, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 124
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $40,396
- Avg per participant Low balance/head
Official DOL plan name: Lincoln and Team Logistics Retirement Plan · Sponsored by Lincoln Holding Company, LLC · South Carolina · Transportation & Warehousing
$5M in assets, 124 participants
Lincoln Holding Company, LLC's Lincoln and Team Logistics Retirement Plan reported $5M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #1,419 in Transportation & Warehousing (3,299 peers)
Coverage in South Carolina
Lincoln and Team Logistics Retirement Plan covers 124 participants in South Carolina, about 34% of the average South Carolina filer (state average ~369 per filing). Assets: $5M.
- #1,419
- in Transportation & Warehousing (3,299 peers)
- +32.4%
- assets growth YoY
Lincoln and Team Logistics Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Lincoln and Team Logistics Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,009,157 42nd percentile higher than 42% 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
Lincoln and Team Logistics Retirement 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 and Team Logistics Retirement Plan sits mid-pack in the medium band (124 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lincoln and Team Logistics Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Lincoln and Team Logistics Retirement Plan reported participants rose from 106 in the plan year 2023 filing to 124 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 811211038 · Lincoln Holding Company, LLC PY 2024 · 401(k)
Lincoln and Team Logistics Retirement Plan · $5M · 124 · 42nd
- VS-ST $5M
- BOY 124
- SCH 42nd
- EBSA 401(k)
- PART near Colavria 401(k) Retirement Plan
- TYPE ind #1419
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 Transportation & Warehousing retirement plans → · Plans in South Carolina →
Lincoln and Team Logistics Retirement Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 811211038 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lincoln Holding Company, LLC)
Sponsor-wide plan assets over time
All Lincoln Holding Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 93.3572349199401% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 149 | $3M |
| 2023 | 1 | 106 | $4M |
| 2024 | 1 | 124 | $5M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Lincoln and Team Logistics Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Colavria 401(k) Retirement Plan in CO ($5M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Colavria 401(k) Retirement Plan (CO) $5M · 300
- Deep Instinct, Inc. 401(k) Plan (NY) $5M · 56
- Neurocare, Inc. 401(k) Plan (MA) $5M · 85
- Fulcrum Analytics, Inc. (NY) $5M · 11
Similar participant headcount
Nearest other-state filings by covered participants (124 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.