Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#003)$18.8M
Filings through .
Lincoln Bancorp
EIN 42-1224950bankingLatest filing 2025
Plans
2
Retirement
2
$31.9M assets
Health & Benefits
0
Participants
625
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $31.9M assets / 625 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$13.1M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
LINCOLN BANCORP EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$18.8M
Participants280
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LINCOLN BANCORP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$13.1M
Participants345
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | LINCOLN BANCORP EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $18.8M | 280 | 2025 |
| #002 | LINCOLN BANCORP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $13.1M | 345 | 2025 |
- #003 · 401(k) · 2025280
- #002 · ESOP · 2025345
Retirement plans