Other · DOL Form 5500 · 2022
Long Island University Retirement Plan
Data updated 2026-08-25
- $962M
- Total assets Above avg plan size
- 1,051
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $915,316
- Avg per participant High balance/head
Official DOL plan name: Long Island University Retirement Plan · Sponsored by Long Island University · New York · Educational Services
$962M in assets, 1,051 participants
Long Island University's Long Island University Retirement Plan reported $962M in total assets and 1,051 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #3,957 in Educational Services (4,024 peers)
Where Long Island University Retirement Plan sits by assets
Long Island University Retirement Plan sits among the largest 1% of all filed plans, $962M for 1,051 participants (~$915,316/participant), down 13.7% in 2022.
- #3,957
- in Educational Services (4,024 peers)
- -13.7%
- assets change YoY
- 9.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $153M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Long Island University Retirement Plan's outsized position by total assets
Long Island University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$961,996,830 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Long Island University Retirement Plan'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 University Retirement Plan lands in the large band (1,051 participants).
EBSA filing schedule strip
Filing strip 111633516 · Long Island University PY 2022 · Other
Long Island University Retirement Plan · $962M · 1,051 · 99th
- PHOTO $962M
- PHOTO 1,051
- PHOTO 99th
- PHOTO Other
- PHOTO near John Muir Health 403b Plan
- PHOTO ind #3957
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 Educational Services retirement plans → · Plans in New York →
Long Island University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $962M |
| Net Income | -$153M |
| Employer EIN | 111633516 |
| Plan Effective Date | 1955-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Long Island University)
Sponsor-wide plan assets over time
All Long Island University plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 12.479223866049537% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,051 | $962M |
| 2023 | 1 | 1,974 | $1.0B |
| 2024 | 1 | 1,936 | $1.1B |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Long Island University Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is John Muir Health 403b Plan in CA ($960M); by covered participants it is Morehouse School of Medicine 403(b) Plan in GA (1,050 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($962M here).
- John Muir Health 403b Plan (CA) $960M · 6,556
- West Virginia University Health System 403(b) Retirement Savings Plan (WV) $960M · 18,993
- Dartmouth-Hitchcock Employee Investment Plan (NH) $971M · 10,713
- Retirement Savings Plan for Employees of West Penn Allegheny Health System (PA) $951M · 6,614
Similar participant headcount
Nearest other-state filings by covered participants (1,051 participants); asset peers above are excluded.
- Morehouse School of Medicine 403(b) Plan (GA) 1,050 · 1 off
- Illinois Institute of Technology Tax Deferred Annuity Plan (IL) 1,049 · 2 off
- Altoona Regional Health System 403(b) Plan (PA) 1,047 · 4 off
- Bricklayers Union Local #1 of Missouri Supplemental Pension Plan (MO) 1,047 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.