Committee hears plan assets rose to about $342 million in 2025
Summary
Committee was told combined plan assets at year-end 2025 exceeded $342 million, about $50 million growth from the prior year; Lincoln also reported more than $1 million in rollover activity and 15 new 401(k) loans with no defaults.
At the March 25 meeting, Lincoln Financial reported combined year-end 2025 assets of roughly $342 million — about $138 million in the 457(b) Plan and $203 million in the 401(k) Plan — representing approximately $50 million in growth during the year. The vendor highlighted more than $1 million in employee rollover activity during the period.
Lincoln also provided 401(k) loan statistics: 15 new loans were issued in 2025, 153 loans remained outstanding, and no loan defaults were reported. Committee members reviewed participation, investment utilization, distributions and contribution activity for both plans.
AI generated
The text on this page is AI generated. Summaries, highlights, analysis, and video transcripts are all produced from the original source material.
AI can make mistakes, so if you spot one, and we will fix it for everyone.
Note: the source content is unaltered by us. Any content source we link to, be it a video, an audio recording, or a document, is presented exactly as its publisher released it. That publisher is usually a government body, sometimes an individual official or another organisation.
