Other · DOL Form 5500 · 2023

Long Island University Retirement Plan

Data updated 2026-08-25

$1.0B
Total assets Very large vs avg
1,974
Participants Near avg headcount
99th
Percentile by assets National rank
$524,718
Avg per participant High balance/head
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Official DOL plan name: Long Island University Retirement Plan · Sponsored by Long Island University · New York · Educational Services

$1.0B in assets, 1,974 participants

Long Island University's Long Island University Retirement Plan reported $1.0B in total assets and 1,974 participants in its 2023 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.

  • #3,664 in Educational Services (3,735 peers)

Coverage in New York

Long Island University Retirement Plan covers 1,974 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $1.0B.

#3,664
in Educational Services (3,735 peers)
+7.7%
assets growth YoY
10×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$1,035,793,984 Top 1% higher than 99% of 127,068 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 2023

Long Island University Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 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 (1,974 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Long Island University Retirement Plan reported net income rose from -$153M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • Long Island University Retirement Plan reported participants rose from 1,051 in the plan year 2022 filing to 1,974 in the plan year 2023 filing.
  • Long Island University Retirement Plan end-of-year assets rose from $962M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 111633516 · Long Island University PY 2023 · Other

Long Island University Retirement Plan · $1.0B · 1,974 · 99th

  • VS-ST $1.0B
  • BOY 1,974
  • SCH 99th
  • EBSA Other
  • PART near Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan
  • TYPE ind #3664

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

Long Island University Retirement PlanLong Island University Retir…$1.0BSouthern Methodist University Retirement PlanSouthern Methodist Universit…$1.0BSouthcoast Health System Partnership PlanSouthcoast Health System Par…$1.0BBronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching PlanBronson Healthcare Group, In…$1.0BHonor Health 403(b) Retirement Security PlanHonor Health 403(b) Retireme…$1.0B
End-of-year total assets ($B) among Long Island University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$962M
Net Assets (End of Year)$1.0B
Net Income$74M
Employer EIN111633516
Plan Effective Date1955-09-01
Filing StatusFILING 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
$0.9B$0.95B$1B$1.05B$1.1B 202220232024 $0.96B $1.08B ▲ +12.5%
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.

Long Island University Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 024681012 Total assets ($B) Participants Long Island University Retirement Plan, Total assets ($B): 1.035793984 · Participants: 1974Long Island University Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Long Island University Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Long Island University Retirement Plan side-by-side with 3 peers →

Long Island University Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan in MI ($1.0B); by covered participants it is Butler Memorial Hospital 403(b) Plan in PA (1,980 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,974 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Long Island University Retirement Plan assets move in 2023? ▼
Long Island University Retirement Plan grew at a solid clip - up 7.7% during 2023, from $962M to $1.0B. Reported net income was $74M.
How have Long Island University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Long Island University's sponsor-wide assets grew 12.5%, from $962M to $1.1B.
Where does Long Island University Retirement Plan rank by assets among Form 5500 filers? ▼
Long Island University Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Long Island University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan in MI ($1.0B, 8,357 participants).
Which Other plans cover a similar participant headcount to Long Island University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Butler Memorial Hospital 403(b) Plan in PA (1,980 participants, $95M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 111633516.

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.