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.
Lincoln National Corporation is named as a service provider on the Schedule C of 677 retirement plans with 100 or more participants for plan year 2024, covering 1,193,498 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $53.0M. Per plan, the median was $64.90 per participant, with the middle half of plans between $14.25 and $140. 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 California (71), New York (54) and Pennsylvania (38).
In 2009 it appeared on 622 such filings; in 2024, 679 (up 9%). 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 | $14.25 | $64.90 | $140 |
| Compensation as a share of plan net assets | 0.04% | 0.18% | 0.39% |
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 |
|---|---|---|---|---|---|
| The Retirement Savings Plan | The New York-Presbyterian Hospital | NY | 72,256 | $4.83B | $4,936 |
| Sentara 403(b) Savings Plan | Sentara Health | VA | 43,573 | $3.74B | $6,330 |
| Mainehealth 403(b) Retirement Plan | Mainehealth Services | ME | 34,449 | $2.46B | $1.7M |
| Geisinger System Services Tax Sheltered Annuity Program | Geisinger System Services | PA | 27,871 | $1.05B | $25 |
| Sharp Healthcare 403(b) Tax Deferred Retirement Plan | Sharp Healthcare | CA | 21,854 | $744M | $629K |
| Open PEP | Plan Professionals, LLC | NJ | 20,927 | $354M | $1.9M |
| Froedtert Health, Inc. 403(b) Plan | Froedtert Thedacare Health, Inc. | WI | 20,574 | $2.18B | $966K |
| Legacy Health 403(b) Plan | Legacy Health | OR | 20,439 | $1.97B | $287K |
| University of Miami Retirement Savings Plan | University of Miami | FL | 19,738 | $2.07B | $0 |
| Christiana Care 403(b) Plan | Christiana Care Health Services Inc. | DE | 18,962 | $1.87B | $1.8M |
| Parkview Health System, Inc. 403(b) Plan | Parkview Health System, Inc. | IN | 18,129 | $928M | $30K |
| Parkview Health System, Inc. Retirement Savings Plan | Parkview Health System, Inc. | IN | 18,075 | $794M | $1,975 |
| Virtua 401(k) Savings Plan | Virtua Health, Inc. | NJ | 17,106 | $1.18B | $474K |
| Ballad Health 403(b) Plan | Ballad Health | TN | 16,790 | $731M | $338K |
| Pesg, LLC 401(k) Plan | Pesg, LLC DBA, Professional Education Services Group, LLC | TN | 16,393 | $22.5M | $612K |
| Tower Health 403(b) Plan | Tower Health | PA | 15,838 | $1.13B | $1.1M |
| Shands Health Care Matched Savings Account 401(a) | Shands Teaching Hospital and Clinics, Inc. | FL | 15,494 | $487M | $122K |
| Vitas Healthcare Corporation 401(k) Plan | Vitas Healthcare Corporation | FL | 14,076 | $493M | $643K |
| Uofl Health 401(k) Plan | Uofl Health, Inc. | KY | 13,547 | $566M | $583K |
| Dana-Farber Cancer Institute Tax Deferred Annuity Plan | Dana-Farber Cancer Institute, Inc. | MA | 13,499 | $870M | $200 |
| Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia | The Governing Committee of the Section 403(b) Defined Contribution | VA | 12,255 | $1.28B | $75 |
| Christiana Care Health Services, Inc. Defined Contribution Plan | Christiana Care Health Services, Inc. | DE | 12,217 | $299M | $261K |
| Navicent Health 403(b) Retirement Savings Plan | Navicent Health, Inc. | GA | 12,018 | $575M | $200 |
| Howard University Savings Plan | Howard University | DC | 11,681 | $1.20B | $1,480 |
| Mountaire Corporation & Subsidiaries Retirement Plan | Mountaire Corporation | AR | 10,619 | $440M | $507K |
| Inspira Health Network 403(b) Savings Plan | Inspira Medical Centers, Inc. | NJ | 10,415 | $657M | $470K |
| Community Foundation of Northwest Indiana 403(b) Retirement Plan | Community Foundation of Northwest Indiana, Inc. | IN | 10,067 | $440M | $381K |
| Valley Health System Employee Contributory 403(b) Plan | Valley Health System | VA | 9,898 | $542M | $409K |
| Presbyterian Homes and Services Tax Deferred Annuity Plan | Presbyterian Homes and Services | MN | 8,914 | $122M | $175 |
| North Mississippi Health Services, Inc. 403(b) Plan | North Mississippi Health Services, Inc. | MS | 8,891 | $426M | $434K |
| North Mississippi Health Services, Inc. Employer Savings Plan | North Mississippi Health Services, Inc. | MS | 8,722 | $362M | $361K |
| Cfni Retirement Plan | Community Foundation of Northwest Indiana, Inc. | IN | 8,493 | $233M | $237K |
| 401(k) Retirement Savings Plan for Employees of the Valley Hospital | The Valley Hospital | NJ | 8,030 | $1.06B | $344K |
| The Alliance of State Retail Associations 401(k) Plan & Trust | Retail Association of Maine | ME | 7,983 | $76.8M | $576K |
| Ballad Health 401(a) Plan | Ballad Health | TN | 7,727 | $486M | $216K |
| National University Retirement Savings Plan | National University | CA | 7,455 | $319M | $300 |
| Caromont Health, Inc. Retirement Savings Plan | Caromont Health, Inc. | NC | 7,109 | $511M | $41K |
| Cape Cod Healthcare 403(b) Partnership Plan | Cape Cod Healthcare, Inc. | MA | 6,696 | $929M | $352K |
| All Childrens Health System, Inc. 403(b) Savings Plan | All Childrens Health System, Inc. | FL | 6,667 | $514M | $25 |
| Community Options, Inc. 403(b) Custodial Account Plan | Community Options, Inc. | NJ | 6,655 | $31.1M | $183K |
Questions and answers
How many plans does Lincoln National Corporation serve?
677 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 $64.90 per participant in direct and indirect compensation (672 plans reporting an amount), or 0.18% 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 (666 plans), Recordkeeping and information management (27 plans), Participant loan processing (13 plans) and Investment advisory (plan) (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.