401(k) · DOL Form 5500 · 2022

United Way of Long Island 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
38
Participants Small participant base
49th
Percentile by assets National rank
$122,847
Avg per participant Near avg balance/head
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Official DOL plan name: United Way of Long Island Employees' Retirement Plan · Sponsored by United Way of Long Island · New York · Other Services

$5M in assets, 38 participants

United Way of Long Island's United Way of Long Island Employees' Retirement Plan reported $5M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 49th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,738 in Other Services (8,398 peers)

United Way of Long Island multi-year trail

United Way of Long Island's plans moved +28.0% in assets from 2022 to 2024; this filing shows United Way of Long Island Employees' Retirement Plan at $5M / 38 participants.

#5,738
in Other Services (8,398 peers)
-13.7%
assets change YoY

The plan reported a net loss of $740K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Way of Long Island Employees' Retirement Plan's mid-pack asset rank among Other Services and all filers

United Way of Long Island Employees' Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,668,191 49th percentile higher than 49% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

United Way of Long Island Employees' Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Way of Long Island Employees' Retirement Plan is a small filing (38 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 116042392 · United Way of Long Island PY 2022 · 401(k)

United Way of Long Island Employees' Retirement Plan · $5M · 38 · 49th

  • BOOK $5M
  • BOOK 38
  • BOOK 49th
  • BOOK 401(k)
  • BOOK near B & P Lamp Supply Retirement Plan
  • BOOK ind #5738

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in New York →

United Way of Long Island Employees' Retirement Plan in the asset neighbourhood

United Way of Long Island Employees' Retirement PlanUnited Way of Long Island Em…$5MB & P Lamp Supply Retirement PlanB & P Lamp Supply Retirement…$5MRussell, Mainini & Franklin, LLP 401(k) Profit Sharing PlanRussell, Mainini & Franklin,…$5MUnited Bancorp, Inc. of Martins Ferry, Ohio 401(k) Savings Plan and TrustUnited Bancorp, Inc. of Mart…$5MMentor Technical Group Corp. Profit Sharing and Savings PlanMentor Technical Group Corp.…$5M
End-of-year total assets ($M) among United Way of Long Island Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

United Way of Long Island multi-year asset trail

Sponsor-wide plan assets over time

All United Way of Long Island plans reported in each filing year

Latest sponsor-wide plan assets
$6M 27.9906070681341% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.67M $5.97M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 38 $5M
2023 1 22 $5M
2024 1 27 $6M

United Way of Long Island filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$740K
Employer EIN116042392
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

United Way of Long Island Employees' Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants United Way of Long Island Employees' Retirement Plan, Total assets ($B): 0.004668191 · Participants: 38United Way of Long Island Employees' Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
United Way of Long Island Employees' Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare United Way of Long Island Employees' Retirement Plan side-by-side with 3 peers →

United Way of Long Island Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is B & P Lamp Supply Retirement Plan in TN ($5M); by covered participants it is Yarnell Electric 401(k) Plan in PA (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did United Way of Long Island Employees' Retirement Plan assets move in 2022? ▼
United Way of Long Island Employees' Retirement Plan pulled back noticeably - down 13.7% during 2022, from $5M to $5M. Reported net income was -$740K.
How have United Way of Long Island plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Long Island's sponsor-wide assets grew 28.0%, from $5M to $6M.
Which 401(k) plans are similar in size to United Way of Long Island Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is B & P Lamp Supply Retirement Plan in TN ($5M, 24 participants).
Which 401(k) plans cover a similar participant headcount to United Way of Long Island Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yarnell Electric 401(k) Plan in PA (38 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 116042392.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.