My Plan Facts

Employers › New York

Employer · plans filed under one EIN

Brookhaven Science Associates, LLC

Upton, NY · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$2.49Bnet assets across plans
9,380participant records5,090 active
$32.5Memployer contributions, latest plan years$6,376 per active record
$166KSchedule C compensation to organisations$17.65 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Brookhaven Science Associates, LLC's employer identification number (Upton, New York). Their latest filings total 9,380 participant records and $2.49B in net assets.

The largest is Brookhaven Science Associates, LLC Retirement Plan, a money purchase plan with 5,751 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $32.5M and participant contributions $30.3M in the latest plan years; benefits paid were $125M. Schedule C compensation reported to service provider organisations totalled $166K.

Combined net assets moved from $837M in 2009 to $2.49B in 2024 (up 197%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Brookhaven Science Associates, LLC Retirement Planmoney purchase plan20245,751$1.54B$267,686$11,848$71K
Brookhaven Science Associates, LLC 401(k) Plan401(k) plan20243,629$949M$261,495—$94K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $837M2010: $944M2011: $972M2012: $1.09B2013: $1.27B2014: $1.34B2015: $1.37B2016: $1.46B2017: $1.65B2018: $1.59B2019: $1.85B2020: $2.05B2021: $2.30B2022: $1.98B2023: $2.25B2024: $2.49B$837M$2.49B20092012201620202024
Combined net assets
2009: 6,2562010: 6,1082011: 6,4562012: 9,1122013: 8,0782014: 8,2442015: 8,1642016: 8,2322017: 8,3592018: 9,0972019: 8,5712020: 8,4782021: 8,9092022: 9,2052023: 9,0812024: 9,3806,2569,38020092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202429,380$2.49B$32.5M$30.3M
202329,081$2.25B$30.2M$28.9M
202229,205$1.98B$27.7M$26.6M
202128,909$2.30B$27.5M$25.5M
202028,478$2.05B$26.2M$23.9M
201928,571$1.85B$25.1M$22.4M
201829,097$1.59B$24.8M$21.4M
201728,359$1.65B$25.2M$21.0M
201628,232$1.46B$25.7M$20.6M
201528,164$1.37B$25.9M$20.3M
201428,244$1.34B$26.1M$19.1M
201328,078$1.27B$26.3M$19.2M
201229,112$1.09B$26.3M$18.8M
201126,456$972M$26.0M$18.6M
201026,108$944M$24.8M$18.3M
200926,256$837M$23.3M$17.8M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Cap Financial Partners LLCInvestment advisory (plan); Investment management2$73,028
Seyfarth Shaw LLPLegal2$55,410
Pricewaterhouse Coopers LLPAccounting (including auditing)2$37,133

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Cap Financial Partners LLC$73K
Seyfarth Shaw LLP$55K
Pricewaterhouse Coopers LLP$37K

Questions and answers

How many retirement plans does Brookhaven Science Associates, LLC have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Brookhaven Science Associates, LLC Retirement Plan and Brookhaven Science Associates, LLC 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Brookhaven Science Associates, LLC contribute to its plans?

$32,452,514 in employer contributions across these plans in their latest plan years, about $6,376 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Cap Financial Partners LLC, Seyfarth Shaw LLP and Pricewaterhouse Coopers LLP. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.