Lincoln Retirement Services
recordkeeper14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served34+5 YoYRank #542 of mapped providers
Assets under administration$1.3B0.0%Market share · rank #3541
Fees received$2MMedian $56,876/planSum across Schedule C direct + indirect
Net wins YoY+46 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Lincoln Retirement Services plan look like?
Service mix · median fees per plan
Count of plans where Lincoln Retirement Services ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract Administrator; Custodial (securities); Investment management; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 13 | 13 | $68,785 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (bank, trust company, or similar financial institution)Code 15 | 12 | $48,213 | |
Recordkeeping feesCode 64 | 3 | $40,438 | |
Recordkeeping fees; Custodial (other than securities)Code 18 | 2 | $48,959 | |
Other feesCode 99 | 2 | $47,563 | |
Insurance agents and brokersCode 22 | 1 | $31,492 | |
Recordkeeping fees; Investment management fees paid directly by planCode 51 | 1 | $75,778 |
Competitor overlap
Percent of Lincoln Retirement Services's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Lincoln Retirement Services.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF BUFFALO LABORERS SECURITY FUNDNY · 161605100-001 | Lumsden & McCormick LLP | $35M |
LAMP RYNEARSON, INC.MA · 470444321-002 | United of Omaha | $35M |
FALVEY LINEN SUPPLY, INC.RI · 050137694-001 | Empower | $18M |
JUSTICEWORKS YOUTHCARE, INC.PA · 251840371-001 | Lincoln Financial | $7M |
GADELLNET CONSULTING SERVICESMO · 200417069-001 | (new plan) | $5M |
Plans lost in 2024
Appeared last year under Lincoln Retirement Services; not this year.
| Sponsor | To | Assets |
|---|---|---|
KERBERROSE S.C.WI · 391658423-001 | (new plan) | $33M |
ADRIAN L. MERTON, INCORPORATEDMD · 520849036-003 | (new plan) | $1M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CHRISTIANA CARE HEALTH SERVICES, INC.DE · 510103684-001 | $599M | 4,725 | $159,440 | 10y | - |
FIRST SAVINGS MORTGAGE CORPORATIONVA · 541476331-001 | $63M | 184 | $74,495 | 6y | - |
GREATER LAWRENCE FAMILY HEALTH CENTER, INC.MA · 042708824-002 | $58M | 1,005 | $121,627 | 9y | 1 |
BD OF TRUSTEES I.B.E.W. LOCAL 1253 RETIREMENT PLANME · 016045419-001 | $55M | 586 | $58,481 | 8y | - |
GREENPATH, INC.MI · 386142925-002 | $51M | 613 | $141,233 | 9y | - |
DIAMOND DRUGS, INC.PA · 251378278-001 | $48M | 892 | $86,592 | 3y | 1 |
BOARD OF TRUSTEES BUFFALO LABORERS SECURITY FUNDNY · 161605100-001 | $42M | 1,476 | $75,778 | 2y | - |
LAMP RYNEARSON, INC.MA · 470444321-002 | $35M | 217 | $14,250 | 1y | - |
GABRIEL BROTHERS, INC.WV · 550514707-002 | $31M | 4,018 | $148,582 | 4y | 1 |
LOBAR, INC.PA · 231688154-001 | $28M | 291 | $98,193 | 6y | - |
Flag exposure
85.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (14)
Raw Schedule C names collapsed into Lincoln Retirement Services.
- LINCLN RETIREMENT
- LINCOLN RETIREMENT
- LINCOLN RETIREMENT SERVICE CO
- LINCOLN RETIREMENT SERVICE COMPANY
- LINCOLN RETIREMENT SERVICES
- LINCOLN RETIREMENT SERVICES CO
- LINCOLN RETIREMENT SERVICES CO LLC
- LINCOLN RETIREMENT SERVICES CO, LLC
- LINCOLN RETIREMENT SERVICES CO.
- LINCOLN RETIREMENT SERVICES CO. LLC
- LINCOLN RETIREMENT SERVICES CO.,LLC
- LINCOLN RETIREMENT SERVICES COMPANY
- LINCOLN RETIREMENT SVCS CO
- LINCOLN RETIRMENT SERVICES
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Lincoln Retirement Services's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 5.88% | 7.76% | -1.88 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 17.65% | 1.71% | +15.93 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 6 | 17.65% | 1.76% | +15.89 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Lincoln Retirement Services. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Lincoln Retirement Services's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| M2B Retirement Consultants | 3 | 8.8% |
| Global Retirement Partners LLC | 2 | 5.9% |
| Aberdeen Asset Management | 1 | 2.9% |
| Anchor 3(16) Fiduciary Solutions LLC | 1 | 2.9% |
| The Angell Pension Group Inc. | 1 | 2.9% |
| Aspire Advisors LLC | 1 | 2.9% |
| Benefits Administrators, LLC | 1 | 2.9% |
| Compass Retirement Consulting Group | 1 | 2.9% |
| Creative Retirement Systems | 1 | 2.9% |
| Cypress Wealth Services | 1 | 2.9% |