401(k) · DOL Form 5500 · 2023
Long Island Electric Utility Servco LLC 401(k) Plan
Data updated 2026-08-25
- $355M
- Total assets Above avg plan size
- 1,426
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $248,614
- Avg per participant Above avg balance/head
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.
- #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.
- #563
- in Utilities (721 peers)
- +14.6%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$354,523,225 Top 3% higher than 97% 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
Long Island Electric Utility Servco LLC Incentive Thrift Plan II'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 Electric Utility Servco LLC Incentive Thrift Plan II lands in the large band (1,426 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Form 5500 schedule snapshot
Filing strip 454652143 · Long Island Electric Utility Servco LLC PY 2023 · 401(k)
Long Island Electric Utility Servco LLC Incentive Thrift Plan II · $355M · 1,426 · 97th
- RANK $355M
- PHOTO 1,426
- IND 97th
- EOY 401(k)
- 5500 near Ariel Corporation Employee Retirement Plan
- ASSETS ind #563
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
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)
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
| 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.
- 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
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 Ariel Corporation Employee Retirement Plan in OH ($355M); by covered participants it is Snap One, LLC 401(k) Plan in UT (1,426 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($355M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,426 participants); asset peers above are excluded.
- Snap One, LLC 401(k) Plan (UT) 1,426 · 0 off
- Bayview Asset Management LLC 401(k) Plan (FL) 1,426 · 0 off
- Gibson Brands, Inc. 401(k) Plan (TN) 1,426 · 0 off
- Lisi Companies 401(k) Plan (CA) 1,426 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.