Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Lincoln National Corporation
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 218 retirement plans with 100 or more participants reported paying Lincoln National Corporation $5,000 or more. Those plans cover 240,527 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $17.1M. Per plan, the median was $93.87 per participant, with the middle half of plans between $45.87 and $193. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Pennsylvania (27), New York (16) and California (15).
In 2009 it appeared on 226 such filings; in 2024, 219 (down 3%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $45.87 | $93.87 | $193 |
| Compensation as a share of plan net assets | 0.11% | 0.28% | 0.50% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Shands Healthcare Matched Savings Account 403(b) | Shands Teaching Hospital and Clinics, Inc. | FL | 15,926 | $625M | $687K |
| Legacy Health Defined Contribution Retirement Plan | Legacy Health | OR | 14,662 | $817M | $189K |
| Post Acute Medical, LLC 401(k) Plan | Post Acute Medical, LLC | PA | 8,453 | $90.2M | $76K |
| Shands Jacksonville Retirement Plan | Shands Jacksonville Medical Center, Inc. | FL | 7,566 | $443M | $509K |
| John Muir Health 403(b) Plan | John Muir Health | CA | 7,353 | $1.38B | $459K |
| Shands Healthcare Pension Plan II | Shands Teaching Hospital and Clinics, Inc. | FL | 7,075 | $936M | $127K |
| The Torrance Health Association Inc. 401(a) Plan | Torrance Health Association | CA | 6,264 | $115M | $167K |
| Tidalhealth 403(b) Plan | Tidalhealth, Inc. | MD | 6,149 | $276M | $163K |
| Athena Health Care Associates, Inc. 401(k) Plan | Athena Health Care Associates, Inc. | CT | 5,206 | $110M | $127K |
| MVHS, Inc. 401(k) Plan | MVHS Inc. | NY | 5,068 | $333M | $440K |
| Tribal Casino Gaming Enterprise 401(k) Savings Plan | Tribal Casino Gaming Enterprise | NC | 4,654 | $159M | $427K |
| Hope Network Employee 403(b) Plan | Hope Network | MI | 4,631 | $54.6M | $187K |
| MVHS, Inc. 403(b) Plan | MVHS, Inc. | NY | 4,312 | $197M | $194K |
| Gabriel Brothers, Inc. 401(k) Plan | Gabriel Brothers, Inc. | WV | 4,018 | $31.0M | $149K |
| Empath Health 403(b) Plan | Empath-Stratum, Inc. | FL | 3,679 | $145M | $328K |
| Lake Charles Memorial Health System 403(b) Plan | Southwest Louisiana Hospital Association | LA | 3,421 | $110M | $211K |
| Monogram Food Solutions 401(k) Plan | Monogram Management Services, Inc. | TN | 3,407 | $62.6M | $337K |
| Woman's Hospital Foundation 403(b) Retirement Savings Plan | Woman's Hospital Foundation | LA | 2,960 | $192M | $22K |
| Tufts Medical Center, Inc. Retirement Savings Plan - 403(b) | Tufts Medical Center, Inc. | MA | 2,941 | $373M | $10K |
| Upstate Caring Partners 403(b) Retirement Plan | Upstate Cerebral Palsy DBA Upstate Caring Partners | NY | 2,882 | $66.4M | $57K |
| Eos Retirement Plan | Eos Investors LLC | NY | 2,849 | $26.7M | $46K |
| Woman's Hospital Foundation 401(a) Employer Contribution Plan | Woman's Hospital Foundation | LA | 2,847 | $143M | $18K |
| First Merchants Corporation Retirement Income and Savings Plan | First Merchants Corporation | IN | 2,751 | $261M | $166K |
| Metropolitan Jewish Pension Plan | Metropolitan Jewish Health System, Inc. | NY | 2,628 | $161M | $206K |
| Lake Charles Memorial Health System Retirement Plan | Southwest Louisiana Hospital Association | LA | 2,480 | $51.7M | $99K |
| TFG 401(k) Savings Plan | FG, LLC DBA the Foundation Group | MO | 2,402 | $12.3M | $61K |
| May Institute, Inc. Defined Contribution Retirement Plan | The May Institute, Inc. | MA | 2,400 | $85.0M | $155K |
| Easter Seals New Jersey Tax Sheltered Annuity Plan | Easter Seals New Jersey, Inc. | NJ | 2,302 | $24.1M | $100K |
| Philadelphia College of Osteopathic Medicine Retirement Plan | Philadelphia College of Osteopathic Medicine | PA | 2,256 | $237M | $93K |
| Tricore Reference Laboratories 401(k) Plan | Tricore Reference Laboratories | NM | 2,070 | $117M | $227K |
| Jewish Federation of Southern New Jersey 403(b) Plan | Jewish Federation of Southern New Jersey | NJ | 1,941 | $12.0M | $54K |
| International Union of Operating Engineers Local 324 Retirement Trust Fund | Board of Trustees IUOE Local 324 Retirement Trust Fund | MI | 1,860 | $70.3M | $82K |
| Calverthealth 403 (B) Plan | Calverthealth Medical Center, Inc. | MD | 1,858 | $115M | $132K |
| Ampler Group 401(k) Plan | Ampler QSR, LLC | KS | 1,854 | $14.9M | $72K |
| Open Sky Community Services, Inc. Tax-Deferred Annuity Plan | Open Sky Community Services, Inc. | MA | 1,819 | $34.4M | $111K |
| Opex Corporation 401(k) Profit Sharing Plan | Opex Corporation | NJ | 1,664 | $194M | $50K |
| Community Systems, Inc. Contributory 403 (B) Plan | Community Systems Support and Management Services, Inc. | MA | 1,660 | $24.8M | $52K |
| Buffalo Laborers Security Fund | Board of Trustees Buffalo Laborers Security Fund | NY | 1,476 | $42.0M | $76K |
| Beacon Oral Specialists 401(k) Plan | Beacon Oral Specialists Management LLC | TX | 1,287 | $54.0M | $195K |
| University of St. Augustine for Health Sciences 401(k) Retirement Savings Plan | University of St. Augustine for Health Sciences, LLC | FL | 1,285 | $37.8M | $95K |
Questions and answers
How many plans does Lincoln National Corporation serve?
218 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Lincoln National Corporation?
The median plan reported $93.87 per participant in direct and indirect compensation (216 plans reporting an amount), or 0.28% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Contract Administrator (142 plans), Recordkeeping and information management (38 plans), Participant loan processing (17 plans) and Investment management (10 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.