401(k) · DOL Form 5500 · 2024
Long Island Electric Utility Servco LLC 401(k) Plan
Data updated 2026-08-25
- $384M
- Total assets Above avg plan size
- 1,425
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $269,205
- Avg per participant High 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
$384M in assets, 1,425 participants
Long Island Electric Utility Servco LLC's Long Island Electric Utility Servco LLC Incentive Thrift Plan II reported $384M in total assets and 1,425 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #570 in Utilities (732 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, $384M for 1,425 participants (~$269,205/participant), up 8.2% in 2024.
- #570
- in Utilities (732 peers)
- +8.2%
- assets growth YoY
- 3.8×
- 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 2024 · DOL Form 5500
$383,616,984 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Long Island Electric Utility Servco LLC Incentive Thrift Plan II's large-plan peer group by participant headcount
Plan-year 2024 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 (1,425 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Long Island Electric Utility Servco LLC Incentive Thrift Plan II reported net income fell from $46M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Long Island Electric Utility Servco LLC Incentive Thrift Plan II end-of-year assets rose from $355M in the plan year 2023 filing to $384M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 454652143 · Long Island Electric Utility Servco LLC PY 2024 · 401(k)
Long Island Electric Utility Servco LLC Incentive Thrift Plan II · $384M · 1,425 · 96th
- VS-ST $384M
- VS-ST 1,425
- VS-ST 96th
- VS-ST 401(k)
- VS-ST near Retirement Savings Plan of Flad Affiliated Corp.
- VS-ST ind #570
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 (2024)
| Total Assets (Beginning of Year) | $355M |
|---|---|
| Net Assets (End of Year) | $384M |
| Net Income | $30M |
| 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) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
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 Retirement Savings Plan of Flad Affiliated Corp. in WI ($384M); by covered participants it is Stg Logistics Retirement Plan in OH (1,425 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($384M here).
- Retirement Savings Plan of Flad Affiliated Corp. (WI) $384M · 1,371
- Baker Botts L.L.P. 401(k) and Savings Plan - Plan a (TX) $384M · 472
- Retirement Savings Plan of Father Flanagan's Boys' Home (NE) $384M · 3,257
- Hbi 401(k) Retirement Savings Plan (MN) $384M · 1,810
Similar participant headcount
Nearest other-state filings by covered participants (1,425 participants); asset peers above are excluded.
- Stg Logistics Retirement Plan (OH) 1,425 · 0 off
- Musco Profit Sharing and Employee Savings Plan (IA) 1,425 · 0 off
- Park Place Technologies 401(k) Profit Sharing Plan (OH) 1,426 · 1 off
- Treesap Farms, LLC 401(k) Plan (TX) 1,426 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.