401(k) · DOL Form 5500 · 2023

Long Island Electric Utility Servco LLC 401(k) Plan

Data updated 2026-08-11

$355M
Total assets: 1,426
Participants: 97th
Percentile by assets: $248,614
Avg per participant

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

$355M in assets, 1,426 participants

Long Island Electric Utility Servco LLC's Long Island Electric Utility Servco LLC Incentive Thrift Plan II reported $355M in total assets and 1,426 participants in its 2023 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.

97th percentile by assets (of 127,072 plans)
#563 in Utilities (721 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, $355M for 1,426 participants (~$248,614/participant), up 14.6% in 2023.

$355M
total plan assets (2023 EOY): 1,426
covered participants: 97th
percentile by assets (of 127,072 plans): $248,614
avg assets per participant

Long Island Electric Utility Servco LLC Incentive Thrift Plan II reported net income rose from -$48M in the plan year 2022 filing to $46M in the plan year 2023 filing.
Long Island Electric Utility Servco LLC Incentive Thrift Plan II end-of-year assets rose from $309M in the plan year 2022 filing to $355M in the plan year 2023 filing.
Long Island Electric Utility Servco LLC Incentive Thrift Plan II reported participants fell from 1,463 in the plan year 2022 filing to 1,426 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Utilities

Long Island Electric Utility Servco LLC Incentive Thrift Plan II vs the 2023 asset distribution

By assets, Long Island Electric Utility Servco LLC Incentive Thrift Plan II outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$309M
Net Assets (End of Year)	$355M
Net Income	$46M
Employer EIN	454652143
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Long Island Electric Utility Servco LLC)

Total plan assets by year, all Long Island Electric Utility Servco LLC plans on file

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

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

Compare Long Island Electric Utility Servco LLC … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Long Island Electric Utility Servco LLC Incentive Thrift Plan II by total assets, not by location.

Ariel Corporation Employee Retirement Plan (OH) $355M · 1,473
Baker Botts L.L.P. 401(k) and Savings Plan - Plan B (TX) $355M · 476
Flex-N-Gate Corporation 401(k) Plan (IL) $355M · 7,231
Acco Brands Corporation 401(k) Plan (IL) $354M · 1,762

Frequently Asked Questions

How did Long Island Electric Utility Servco LLC Incentive Thrift Plan II assets move in 2023? ▼

Long Island Electric Utility Servco LLC Incentive Thrift Plan II grew at a solid clip - up 14.6% during 2023, from $309M to $355M. Reported net income was $46M.

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 127,072 plans that reported assets for plan year 2023 (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 Ariel Corporation Employee Retirement Plan in OH ($355M, 1,473 participants).

Next read for Long Island Electric Utility Servco LLC …

Scale reading

Ways to act on Long Island Electric Utility Servco LLC Incentive Thrift Plan II's numbers.

By total assets, Long Island Electric Utility Servco LLC Incentive Thrift Plan II ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Long Island Electric Utility Servco LLC's sponsor-wide assets have grown 32.7% since 2022 across 3 plan years on file. More Utilities plans

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 454652143.