401(k) · DOL Form 5500 · 2022

Long Island Electric Utility Servco LLC 401(k) Plan

Data updated 2026-08-25

$309M
Total assets Above avg plan size
1,463
Participants Near avg headcount
97th
Percentile by assets National rank
$211,459
Avg per participant Above avg balance/head
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Official DOL plan name: Long Island Electric Utility Servco LLC Incentive Thrift Plan II · Sponsored by Long Island Electric Utility Servco LLC · New York · Utilities

$309M in assets, 1,463 participants

Long Island Electric Utility Servco LLC's Long Island Electric Utility Servco LLC Incentive Thrift Plan II reported $309M in total assets and 1,463 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #577 in Utilities (738 peers)

Where Long Island Electric Utility Servco LLC Incentive Thrift Plan II sits by assets

Long Island Electric Utility Servco LLC Incentive Thrift Plan II sits in the top 5% of all filed plans by assets, $309M for 1,463 participants (~$211,459/participant), down 13.9% in 2022.

#577
in Utilities (738 peers)
-13.9%
assets change YoY
3.1×
vs typical plan assets (national mean)

The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Long Island Electric Utility Servco LLC Incentive Thrift Plan II's outsized position by total assets

Long Island Electric Utility Servco LLC Incentive Thrift Plan II vs every filed plan by assets

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

$309,364,261 Top 3% higher than 97% 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

Long Island Electric Utility Servco LLC Incentive Thrift Plan II's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Long Island Electric Utility Servco LLC Incentive Thrift Plan II lands in the large band (1,463 participants).

Plan-year Form 5500 strip

Filing strip 454652143 · Long Island Electric Utility Servco LLC PY 2022 · 401(k)

Long Island Electric Utility Servco LLC Incentive Thrift Plan II · $309M · 1,463 · 97th

  • IND $309M
  • EOY 1,463
  • 5500 97th
  • ASSETS 401(k)
  • PCT near Lathrop Gpm LLP Retirement Plan and Trust
  • EIN ind #577

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 Utilities retirement plans → · Plans in New York →

Long Island Electric Utility Servco LLC Incentive Thrift Plan II in the asset neighbourhood

Resolute Fp US Savings Plan$310MLong Island Electric Utility Servco LLC Incentive Thrift Plan IILong Island Electric Utility…$309MLathrop Gpm LLP Retirement Plan and TrustLathrop Gpm LLP Retirement P…$309MVictaulic Salaried 401(k) PlanVictaulic Salaried 401(k) Pl…$309MStephens Employees' 401(k) Profit Sharing Plan and TrustStephens Employees' 401(k) P…$309M
End-of-year total assets ($M) among Long Island Electric Utility Servco LLC Incentive Thrift Plan II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$359M
Net Assets (End of Year)$309M
Net Income-$48M
Employer EIN454652143
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Long Island Electric Utility Servco LLC)

Sponsor-wide plan assets over time

All Long Island Electric Utility Servco LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 32.73191021671111% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.94B $1.25B ▲ +33.0%
Year Plans Participants Total Assets
2022 3 4,265 $943M
2023 3 4,274 $1.1B
2024 3 4,346 $1.3B

Nearby 401(k) Plans in New York

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

Long Island Electric Utility Servco LLC Incentive Thrift Plan II vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Long Island Electric Utility Servco LLC Incentive Thrift Plan II, Total assets ($B): 0.309364261 · Participants: 1463Long Island Electric Utility Servco LLC Incentive Thrift Plan IIIBM 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
Long Island Electric Utility Servco LLC Incentive Thrift Plan II vs. nearby 401(k) plans in New York, assets vs. participants

Long Island Electric Utility Servco LLC Incentive Thrift Plan II's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lathrop Gpm LLP Retirement Plan and Trust in MO ($309M); by covered participants it is Abound Health Holding, LLC 401(k) Plan in NC (1,463 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($309M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,463 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 Long Island Electric Utility Servco LLC Incentive Thrift Plan II assets move in 2022? ▼
Long Island Electric Utility Servco LLC Incentive Thrift Plan II pulled back noticeably - down 13.9% during 2022, from $359M to $309M. Reported net income was -$48M.
How have Long Island Electric Utility Servco LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Long Island Electric Utility Servco LLC's sponsor-wide assets grew 32.7%, from $943M to $1.3B.
Where does Long Island Electric Utility Servco LLC Incentive Thrift Plan II rank by assets among Form 5500 filers? ▼
Long Island Electric Utility Servco LLC Incentive Thrift Plan II ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Long Island Electric Utility Servco LLC Incentive Thrift Plan II? ▼
Among 401(k) plans in other states, the closest by assets is Lathrop Gpm LLP Retirement Plan and Trust in MO ($309M, 485 participants).
Which 401(k) plans cover a similar participant headcount to Long Island Electric Utility Servco LLC Incentive Thrift Plan II? ▼
Among 401(k) plans in other states, the closest by covered participants is Abound Health Holding, LLC 401(k) Plan in NC (1,463 participants, $4M in assets).