Other · DOL Form 5500 · 2024

Lincoln School Retirement Plan

Data updated 2026-08-11

$32M
Total assets
126
Participants
78th
Percentile by assets
$250,026
Avg per participant
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Official DOL plan name: Lincoln School 403(b) Retirement Plan · Sponsored by Lincoln School · Rhode Island · Educational Services

$32M in assets, 126 participants

Lincoln School's Lincoln School 403(b) Retirement Plan reported $32M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • 78th percentile by assets (of 123,622 plans)
  • #2,290 in Educational Services (3,638 peers)

Coverage in Rhode Island

Lincoln School 403(b) Retirement Plan covers 126 participants in Rhode Island, about 9% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $32M.

$32M
total plan assets (2024 EOY)
126
covered participants
78th
percentile by assets (of 123,622 plans)
$250,026
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lincoln School 403(b) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lincoln School 403(b) Retirement Plan reported participants rose from 114 in the plan year 2023 filing to 126 in the plan year 2024 filing.
  • Lincoln School 403(b) Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Rhode Island filers

In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Lincoln School 403(b) Retirement Plan reports 126 participants - about 9% of that state average ($32M EOY assets).

Rhode Island filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$2M
Employer EIN050258900
Plan Effective Date1956-01-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Lincoln School)

$26M$28M$30M$32M 202220232024 $27.5M $31.5M ▲ +14.5%
Total plan assets by year, all Lincoln School plans on file
Year Plans Participants Total Assets
2022 1 116 $28M
2023 1 114 $29M
2024 1 126 $32M

Nearby Other Plans in Rhode Island

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

Lincoln School 403(b) Retirement Plan vs. nearby Other plans in Rhode Island, assets vs. participants

Lincoln School 403(b) Retirement Plan vs. nearby Other plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Lincoln School 403(b…Brown University Def…Brown Health 403(b) …Brown University Def…Providence College 4…Roger Williams Unive…
Lincoln School 403(b) Retirement Plan vs. nearby Other plans in Rhode Island, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lincoln School 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Lincoln School 403(b) Retirement Plan assets move in 2024?
Lincoln School 403(b) Retirement Plan grew at a solid clip - up 8.4% during 2024, from $29M to $32M. Reported net income was $2M.
How have Lincoln School plan assets changed over time?
Across 3 plan years on file (2022-2024), Lincoln School's sponsor-wide assets grew 14.5%, from $28M to $32M.
Where does Lincoln School 403(b) Retirement Plan rank by assets among Form 5500 filers?
Lincoln School 403(b) Retirement Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lincoln School 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Bozeman Health 403(b) Plan in MT ($32M, 2,081 participants).

Next read for Lincoln School 403(b) Retirement Plan

Filing takeaways

Ways to act on Lincoln School 403(b) Retirement Plan's numbers.