Plan5500

Lincoln University, PA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lincoln University, PA has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $87,731,585 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Lincoln University

  • 7 loaded plans hold $87.7M in reported assets across 6 sponsors.
  • The largest, Lincoln University Defined Contribution Retirement Plan, holds 98% of reported Lincoln University plan assets.
  • Plans cover 1,700 participants — about 243 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$87.7MSummed across loaded plans$87,731,585
Total reported assets$87.7M$87,731,585
Total reported participants1.7K1,700
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$87.7M total assets
Net assets$87.7MLiabilities$0
Contributions & income
Employer contributions$2.3M
Participant contributions$1.6M
Total income / additions$14.4M
Expenses & distributions
Benefits paid / distributions$7.6M
Total expenses$7.6M
Net increase / (decrease)$6.8M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation1 / 7 (14%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lincoln University, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Lincoln University market comparison

Largest plan share of assets98%Lincoln University Defined Contribution Retirement Plan
Participants per plan243Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Lincoln University

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lincoln University Defined Contribution Retirement Plan$85.7M
    Lincoln University Of The Commonwealth System Of Higher Edu · 2023
  2. 2
    Warren Energy, LLC 401(K) Profit Sharing Plan & Trust$1.2M
    Warren Energy, LLC · 2023
  3. 3
    Black Cedar Management, Inc. 401(K) Profit Sharing Plan$368.4K
    Black Cedar Management, Inc. · 2023
  4. 4
    Betterwiser Accounting, Inc. 401(K) Profit Sharing Plan$167.9K
    Betterwiser Accounting, Inc. · 2023
  5. 5
    Trainor Cleaning Inc. Retirement Plan$148.8K
    Trainor Cleaning Inc. · 2023
  6. 6
    One Thing At A Time Enterprises, Inc. 401k Profit Sharing Plan$113.3K
    One Thing At A Time Enterprises, Inc. · 2023
  7. 7
    Lincoln University Health And Welfare Plannot reported in the loaded dataset
    Lincoln University Of The Commonwealth System Of Higher Education · 2023

Largest plans in Lincoln University → · Lincoln University plans by participants → · Lincoln University plans with financial data → · Lincoln University plans with provider compensation → · $1B+ plans in Lincoln University →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lincoln University, PA?
7 plan(s) reported by 6 sponsor(s) are loaded for Lincoln University, PA.

Related Form 5500 pages