Filings through .
Lincoln Financial Advisors Corp
Matched across 133 name variants in the filings
Lincoln Financial Advisors Corp summary
Lincoln Financial Advisors Corp appears on 970 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $110.9B in assets for 1,663,276 participants. The median client plan holds $18.7M. Most client plans are sponsored in CA, NY and PA. The largest clients by plan assets are The Cleveland Clinic Foundation, The New York-Presbyterian Hospital and Sentara Health. Plans reported $79.5M in direct and indirect compensation paid to Lincoln Financial Advisors Corp. The median is $40K per plan.
- Participants
- 1,663,276
- Median plan assets
- $18.7M
- Median plan participants
- 424
- Median fees per plan
- $40K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| The Cleveland Clinic Foundation | OH | $10.5B | 88,028 |
| The New York-Presbyterian Hospital | NY | $5.8B | 66,006 |
| Sentara Health | VA | $4.3B | 44,364 |
| William Beaumont Hospital | MI | $3.4B | 43,789 |
| Wellspan Health | PA | $3.3B | 30,081 |
| The Medical College of Wisconsin, Inc. | WI | $3.0B | 10,093 |
| MaineHealth Services | ME | $2.9B | 31,124 |
| Froedtert Thedacare Health, Inc. | WI | $2.6B | 21,570 |
| University of Miami | FL | $2.5B | 18,632 |
| Legacy Health, plan 003 | OR | $2.3B | 20,640 |
| Christiana Care Health Services Inc | DE | $2.1B | 19,768 |
| Northside Hospital, Inc. | GA | $2.1B | 42,888 |
| John Muir Health | CA | $1.6B | 7,729 |
| Virtua Health, Inc. | NJ | $1.4B | 17,712 |
| Tower Health | PA | $1.3B | 15,682 |
| Howard University | DC | $1.3B | 11,739 |
| The Valley Hospital | NJ | $1.2B | 8,378 |
| Parkview Health System, Inc., plan 002 | IN | $1.1B | 19,326 |
| Dana-Farber Cancer Institute, Inc. | MA | $1.1B | 13,638 |
| Cape Cod Healthcare, Inc. | MA | $1.0B | 6,814 |
| Legacy Health, plan 002 | OR | $990M | 15,997 |
| Shands Teaching Hospital and Clinics, Inc. | FL | $958M | 7,075 |
| Parkview Health System, Inc., plan 004 | IN | $946M | 19,503 |
| Sharp Healthcare | CA | $844M | 21,733 |
| Inspira Medical Centers, Inc. | NJ | $764M | 10,564 |
- OHParticipants 88,028
- NYParticipants 66,006
- Sentara Health$4.3BVAParticipants 44,364
- MIParticipants 43,789
- Wellspan Health$3.3BPAParticipants 30,081
- WIParticipants 10,093
- MaineHealth Services$2.9BMEParticipants 31,124
- WIParticipants 21,570
- University of Miami$2.5BFLParticipants 18,632
- ORParticipants 20,640
- DEParticipants 19,768
- GAParticipants 42,888
- John Muir Health$1.6BCAParticipants 7,729
- Virtua Health, Inc.$1.4BNJParticipants 17,712
- Tower Health$1.3BPAParticipants 15,682
- Howard University$1.3BDCParticipants 11,739
- The Valley Hospital$1.2BNJParticipants 8,378
- INParticipants 19,326
- MAParticipants 13,638
- MAParticipants 6,814
- ORParticipants 15,997
- FLParticipants 7,075
- INParticipants 19,503
- Sharp Healthcare$844MCAParticipants 21,733
- NJParticipants 10,564
Top client states
- CA90 plans
- NY75 plans
- PA66 plans
- OH49 plans
- NJ47 plans
Frequently asked questions
- Who uses Lincoln Financial Advisors Corp?
- 970 retirement plans list Lincoln Financial Advisors Corp as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Cleveland Clinic Foundation, The New York-Presbyterian Hospital, Sentara Health, William Beaumont Hospital and Wellspan Health. Most client plans are sponsored in CA, NY and PA.
- How many plans does Lincoln Financial Advisors Corp serve?
- Lincoln Financial Advisors Corp serves 970 retirement plans with $110.9B in plan assets and 1,663,276 participants, based on the latest Form 5500 filings through 2024.
- What does Lincoln Financial Advisors Corp charge?
- Plans reported $79.5M in total Schedule C compensation paid to Lincoln Financial Advisors Corp. The median plan paid $40K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full Lincoln Financial Advisors Corp analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Lincoln Financial as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Lincoln Financial | 499 |
| Vanguard | 494 |
| Capital Group | 413 |
| Fidelity (FMR) | 288 |
| JPMorgan | 230 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.