Other · DOL Form 5500 · 2024
Lincoln School Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 126
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $250,026
- Avg per participant Above avg balance/head
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.
- #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.
- #2,290
- in Educational Services (3,638 peers)
- +8.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Lincoln School 403(b) Retirement Plan's outsized position by total assets
Lincoln School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,503,261 Top 22% higher than 78% 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 School 403(b) 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 School 403(b) Retirement Plan sits mid-pack in the medium band (126 participants).
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.
DOL schedule card
Filing strip 050258900 · Lincoln School PY 2024 · Other
Lincoln School 403(b) Retirement Plan · $32M · 126 · 78th
- PCT $32M
- EIN 126
- RANK 78th
- PHOTO Other
- IND near Bozeman Health 403(b) Plan
- EOY ind #2290
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 Educational Services retirement plans → · Plans in Rhode Island →
Lincoln School 403(b) Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $2M |
| Employer EIN | 050258900 |
| Plan Effective Date | 1956-01-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lincoln School)
Sponsor-wide plan assets over time
All Lincoln School plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 14.510488347582962% vs 2022
- 2024 filing year
| 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.
- Brown University Defined Contribution Legacy Retirement Plan $1.5B · 1,257
- Brown Health 403(b) Retirement Plan $1.3B · 9,054
- Brown University Defined Contribution Deferred Vesting Retirement Plan $974M · 6,202
- Providence College 403(b) Plan $393M · 1,046
- Roger Williams University Retirement Plan $360M · 3,017
Lincoln School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Bozeman Health 403(b) Plan in MT ($32M); by covered participants it is Agency for Community Transit 403b Retirement Plan in IL (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Bozeman Health 403(b) Plan (MT) $32M · 2,081
- Cement Masons Annuity Trust Fund for Northern Neva (NV) $32M · 151
- Westminster College 403(b) Retirement Account (MO) $32M · 289
- Orange County Head Start Inc Retirement Saving Plan (CA) $32M · 341
Similar participant headcount
Nearest other-state filings by covered participants (126 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.