Defined Benefit (Pension) · DOL Form 5500 · 2023
Long Island Electric Utility Servco LLC Pension Plan
Data updated 2026-08-25
- $458M
- Total assets Above avg plan size
- 1,794
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $255,568
- Avg per participant Above avg balance/head
Official DOL plan name: Long Island Electric Utility Servco LLC Retirement Income Plan · Sponsored by Long Island Electric Utility Servco LLC · New York · Utilities
$458M in assets, 1,794 participants
Long Island Electric Utility Servco LLC's Long Island Electric Utility Servco LLC Retirement Income Plan reported $458M in total assets and 1,794 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.
- #588 in Utilities (721 peers)
Coverage in New York
Long Island Electric Utility Servco LLC Retirement Income Plan covers 1,794 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $458M.
- #588
- in Utilities (721 peers)
- +18.0%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
Long Island Electric Utility Servco LLC Retirement Income Plan's outsized position by total assets
Long Island Electric Utility Servco LLC Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$458,488,925 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 Retirement Income 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 Electric Utility Servco LLC Retirement Income Plan lands in the large band (1,794 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Long Island Electric Utility Servco LLC Retirement Income Plan reported net income rose from -$64M in the plan year 2022 filing to $70M in the plan year 2023 filing.
- Long Island Electric Utility Servco LLC Retirement Income Plan end-of-year assets rose from $389M in the plan year 2022 filing to $458M in the plan year 2023 filing.
- Long Island Electric Utility Servco LLC Retirement Income Plan reported participants fell from 1,841 in the plan year 2022 filing to 1,794 in the plan year 2023 filing.
DOL schedule card
Filing strip 454652143 · Long Island Electric Utility Servco LLC PY 2023 · Defined Benefit (Pension)
Long Island Electric Utility Servco LLC Retirement Income Plan · $458M · 1,794 · 97th
- EIN $458M
- RANK 1,794
- PHOTO 97th
- IND Defined Benefit (Pension)
- EOY near Southern California Local 831 - Employer Pension Fund
- 5500 ind #588
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 Retirement Income Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $389M |
|---|---|
| Net Assets (End of Year) | $458M |
| Net Income | $70M |
| Employer EIN | 454652143 |
| Plan Effective Date | 2013-12-16 |
| 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 Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Long Island Electric Utility Servco LLC Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Southern California Local 831 - Employer Pension Fund in CA ($459M); by covered participants it is Iron Workers' Local No. 25 Pension Fund in MI (1,794 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($458M here).
- Southern California Local 831 - Employer Pension Fund (CA) $459M · 1,042
- Pipefitters Local 636 Defined Benefit Pension Fund (MI) $459M · 1,378
- Daimler Truck North America Pension Plan (OR) $460M · 1,665
- Plumbers & Pipefitters Local No. 25 Pension Fund (IL) $461M · 894
Similar participant headcount
Nearest other-state filings by covered participants (1,794 participants); asset peers above are excluded.
- Iron Workers' Local No. 25 Pension Fund (MI) 1,794 · 0 off
- Cash Balance Retirement Plan of Hallmark Cards, Inc. (MO) 1,798 · 4 off
- The Employee Retirement Plan of Group Health Plan, (MN) 1,800 · 6 off
- Cleveland-Cliffs Steel Corporation Noncontributory Pension Plan (OH) 1,800 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.