My Plan Facts

Long Island UniversityRetirement plans that file Form 5500 under one EIN

EIN
11-1633516
Address on the filing
Brookville, NY
Plans with a page
2
Industry
Educational services

What the filings show

2 retirement plans with 100 or more participants file Form 5500 under this employer identification number.

For plan years 2024 to 2025, the latest filings of the plans show 9,824 participant records and $2.24B of net assets.

A person can be in two plans, so the total is a count of records.

By participant records, it was number 79 of 582 employers with two or more plans and a filing address in New York.

Its plans had $227,631 of net assets for each participant record, and the median employer with two or more plans had $96,670.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through .

Plans

Plans of Long Island University with 100 or more participantsFigures of the latest filing of each plan. A plan year has the number of the year in which it started.
PlanPlan typePlan yearParticipantsNet assetsEmployer contributions for each active participant
Long Island University Retirement Plan403(b)20244,928$1.08B$3,591
Long Island University Retirement Plan403(b)20254,896$1.15B$3,626
Employer contributions, all plansLatest plan year of each plan
$13,770,075
Participant contributions, all plans
$17,603,480
Benefits paid, all plans
$164,586,459
Participant recordsA person can be in two plans
9,824
Active participant records
3,816
Schedule C compensation to organisations
$977,451

Plan years on file

Long Island University: the plans in the table above, by plan yearThe figures do not include plans that stopped.
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202514,896$1.15B$6.9M$8.9M
202414,928$1.08B$6.9M$8.7M
202329,970$2.07B$13.5M$16.7M
202228,684$1.92B$14.0M$16.8M
202128,632$2.23B$15.0M$17.7M
202028,406$2.09B$16.4M$18.8M
201928,486$1.96B$18.8M$21.3M
201828,674$1.77B$19.9M$23.1M
201728,468$1.86B$20.4M$24.0M
201628,602$1.69B$21.3M$25.2M
201528,632$1.61B$22.3M$26.3M
201428,376$1.64B$23.6M$26.5M
201329,028$1.59B$25.4M$28.5M
201229,106$1.43B$26.2M$29.5M
201128,102$1.33B$25.8M$29.8M
201028,186$1.32B$25.4M$28.5M
200927,890$1.21B$25.6M$30.0M

Service providers on Schedule C

Organisations that a plan of Long Island University paid $5,000 or moreThe site does not show persons that Schedule C names.
OrganisationServices in the filingsPlansCompensation reported
TIAARecordkeeping and information management; Consulting (pension); Investment advisory (plan); Investment management2$635,139
Goldman Sachs Asset Mgt. L.P.Investment advisory (plan)2$190,043
BDO USA, P.C.Accounting (including auditing)2$57,809
Aon Consulting, Inc.Consulting (general)1$54,375
Nixon Peabody LLPLegal2$40,085

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "Long Island University." https://myplanfacts.com/employer/long-island-university-111633516/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

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Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets. The datasets are in the public domain. The site groups plans by the employer identification number of the sponsor on the filing. A company that files under two numbers has two employer pages. How the figures are made. Report an error.

Questions

Does a filing show the employer match?

No. Form 5500 does not state the match formula. For plan years 2024 to 2025, the latest filings of these plans show $13,770,075 of employer contributions in total.

Which organisations give services to these plans?

The Schedule C filings of these plans name 5 organisations. The table of service providers on this page gives the names and the amounts. Schedule C lists a provider only when a plan paid it $5,000 or more.

Why are some plans of a company not on this page?

The page groups plans by the employer identification number on the filing. A company that files under two numbers has two employer pages. A plan with fewer than 100 participants has no page.