401(k) · DOL Form 5500 · 2023
United Way of Long Island 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $246,965
- Avg per participant Above avg balance/head
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, 22 participants
United Way of Long Island's United Way of Long Island Employees' Retirement Plan reported $5M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #5,259 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, United Way of Long Island Employees' Retirement Plan ranks #5,259 of 7,857 2023 filers by assets (369% of the sector average)-$5M for 22 participants.
- #5,259
- in Other Services (7,857 peers)
- +16.4%
- assets growth YoY
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 2023 · DOL Form 5500
$5,433,219 46th percentile higher than 46% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
United Way of Long Island Employees' Retirement Plan among smaller filed plans by headcount
Plan-year 2023 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 (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Way of Long Island Employees' Retirement Plan reported net income rose from -$740K in the plan year 2022 filing to $765K in the plan year 2023 filing.
- United Way of Long Island Employees' Retirement Plan reported participants fell from 38 in the plan year 2022 filing to 22 in the plan year 2023 filing.
- United Way of Long Island Employees' Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 116042392 · United Way of Long Island PY 2023 · 401(k)
United Way of Long Island Employees' Retirement Plan · $5M · 22 · 46th
- EIN $5M
- RANK 22
- PHOTO 46th
- IND 401(k)
- EOY near Oakmont Country Club 401(k) Plan
- 5500 ind #5259
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
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $765K |
| Employer EIN | 116042392 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Long Island)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $5M |
| 2023 | 1 | 22 | $5M |
| 2024 | 1 | 27 | $6M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
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 Oakmont Country Club 401(k) Plan in PA ($5M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Oakmont Country Club 401(k) Plan (PA) $5M · 150
- One 401(k) Plan (AZ) $5M · 184
- Woolverton Printing Company 401(k) Retirement Plan (IA) $5M · 32
- Adcellerant 401(k) Plan (CO) $5M · 202
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Acm Ventures, Inc. 401(k) Profit Sharing Plan (NC) 22 · 0 off
- Ulrich Consulting Group 401(k) Profit Sharing Plan (NM) 22 · 0 off
- Ricker Thermline, Inc. 401(k) Plan (CA) 22 · 0 off
- First Bank ESOP/401(k) (OK) 22 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.