Retirement plan

LINCOLN MANUFACTURING, INC. 401(K) PLAN FOR UNION EMPLOYEES

Name: LINCOLN MANUFACTURING, INC. - LINCOLN MANUFACTURING, INC. 401(K) PLAN FOR UNION EMPLOYEES (2025) Form 5500
Creator: LINCOLN MANUFACTURING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LINCOLN MANUFACTURING, INC. 401(K) PLAN FOR UNION EMPLOYEES, LINCOLN MANUFACTURING, INC.

LINCOLN MANUFACTURING, INC.EIN 51-0480851Plan #002PY 2025

198 MEADOWLANDS BLVD - WASHINGTON, PA 15301724-873-2700lincolnmfg.netLinkedIn1-10 employeesconsumer goods

Other plans on this EIN

2 filings

#001Retirement-$8.0M assets #003Retirement-$118K assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+16.7% from 2024

Total participants

+3.6% from 2024

Average account balance

$41,007

+12.7% from 2024

Annual return

11.30%

-7.59 pp from 2024

Benchmarks

See 8,445 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort8,445 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.38M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$41K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

131.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$232K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.30%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2131

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$124K

$2808 / participant

Other / not subdivided$124K100.0%

% of EOY assets

5.195%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,007

$95,404-57.0%

$113,397-63.8%

$82,637-50.4%

Participation rate

100.0%

72.8%+27.2pp

76.5%+23.5pp

68.1%+31.9pp

Annual return

11.30%

19.08%-7.8pp

23.20%-11.9pp

53.51%-42.2pp

Employer contribution / active EE

$2,354

$2,307+2.0%

$2,977-20.9%

$2,552-7.8%

Participant deferral / active EE

$2,923

$4,220-30.7%

$5,076-42.4%

$4,126-29.2%

Admin fee / account holder

$2,131

$9,168-76.8%

$11,957-82.2%

$7,339-71.0%

LINCOLN MANUFACTURING, INC. 401(K) PLAN FOR UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LINCOLN MANUFACTURING, INC. 401(K) PLAN FOR UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion