Long Island University 403(b) match, vesting and fees
What Long Island University's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2023 medians for 442 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Long Island University: employer contribution per participant | $1,638 | |
| Peer median | $2,066 |
| Long Island University: average balance | $251,957 | |
| Peer median | $117,949 |
| Long Island University: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.07% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.1B at the end of plan year 2021 to $1B at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 4,985 | $1B | $6.7M | $1,638 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 4,342 | $962M | $7M | $1,687 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 4,316 | $1.1B | $7.5M | $1,815 | 0.01% | Not published | Form 5500 ↗ |
Other Long Island University plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Long Island University Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Long Island University match 401(k) contributions?
The match terms for the Long Island University Retirement Plan have not been published from its filing yet. The plan year 2023 filing reports $6.7M in employer contributions, about $1,638 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Long Island University 401(k) match vested?
The vesting schedule for the Long Island University Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Long Island University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is TIAA. The plan administrator is Long Island University.
I left Long Island University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Long Island University, (516) 299-2535) or the recordkeeper, TIAA. The Long Island University old 401(k) page lists the contacts from every plan filing. Find an old Long Island University 401(k)
Data from the public Form 5500 annual reports Long Island University filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Long Island University. Not financial advice. Report a correction · Methodology