ESOP · DOL Form 5500 · 2024

Lincoln Bancorp ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
305
Participants Below avg headcount
62nd
Percentile by assets National rank
$44,152
Avg per participant Low balance/head
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Official DOL plan name: Lincoln Bancorp Employee Stock Ownership Plan · Sponsored by Lincoln Bancorp · Iowa · Finance & Insurance

$13M in assets, 305 participants

Lincoln Bancorp's Lincoln Bancorp Employee Stock Ownership Plan reported $13M in total assets and 305 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,939 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 Employee Stock Ownership Plan at $13M / 305 participants.

#3,939
in Finance & Insurance (8,549 peers)
-19.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lincoln Bancorp Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Lincoln Bancorp Employee Stock Ownership Plan vs every filed plan by assets

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

$13,466,219 Top 38% higher than 62% 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 Employee Stock Ownership 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 Bancorp Employee Stock Ownership Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lincoln Bancorp Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Lincoln Bancorp Employee Stock Ownership Plan reported participants fell from 382 in the plan year 2023 filing to 305 in the plan year 2024 filing.
  • Lincoln Bancorp Employee Stock Ownership Plan end-of-year assets fell from $17M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 421224950 · Lincoln Bancorp PY 2024 · ESOP

Lincoln Bancorp Employee Stock Ownership Plan · $13M · 305 · 62nd

  • 5500 $13M
  • 5500 305
  • 5500 62nd
  • 5500 ESOP
  • 5500 near Cheever Construction Company Employee Stock Ownership Plan & Trust
  • 5500 ind #3939

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 What is an ESOP? → · Plans in Iowa →

Lincoln Bancorp Employee Stock Ownership Plan in the asset neighbourhood

E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership PlanE.S.a.I.C., Inc. Dba Eastern…$13MLincoln Bancorp Employee Stock Ownership PlanLincoln Bancorp Employee Sto…$13MCheever Construction Company Employee Stock Ownership Plan & TrustCheever Construction Company…$13MInternal Data Resources, Inc. Employee Stock Ownership PlanInternal Data Resources, Inc…$13MWeathermaster Building Products, Inc. Employee Stock Ownership PlanWeathermaster Building Produ…$13M
End-of-year total assets ($M) among Lincoln Bancorp Employee Stock Ownership Plan and nearest nationwide ESOP 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)$17M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN421224950
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lincoln Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 200400600800100012001400 -20002004006008001000 Total assets ($M) Participants Lincoln Bancorp Employee Stock Ownership Plan, Total assets ($M): 13.466219 · Participants: 305Lincoln Bancorp Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Lincoln Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Lincoln Bancorp Employee Stock Ownership Plan side-by-side with 3 peers →

Lincoln Bancorp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Cheever Construction Company Employee Stock Ownership Plan & Trust in NE ($13M); by covered participants it is D/T Carson Enterprises Employee Stock Ownership Plan in CA (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Employee Stock Ownership Plan assets move in 2024? ▼
Lincoln Bancorp Employee Stock Ownership Plan declined sharply - down 19.4% during 2024, from $17M to $13M. Reported net income was -$2M.
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 ESOP plans are similar in size to Lincoln Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cheever Construction Company Employee Stock Ownership Plan & Trust in NE ($13M, 33 participants).
Which ESOP plans cover a similar participant headcount to Lincoln Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is D/T Carson Enterprises Employee Stock Ownership Plan in CA (305 participants, $1M 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.