Other
2022 plan-year Other DOL Form 5500

Pension Plan for Hollister-Whitney Elevator Corporation Union Employees

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Hollister-Whitney Elevator Co. LLC · Illinois · Manufacturing

What the 2023 filing shows

Pension Plan for Hollister-Whitney Elevator Corporation Union Employees holds $9M for 186 participants — about $48,859 per participant, down 0.2% over the 2022 plan year.

$9M
total plan assets (2022 EOY)
186
covered participants
$48,859
avg assets per participant
-0.2%
assets change YoY

The plan reported a net loss of $20K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$9M
Participants
186
State
Industry
Manufacturing

What the Filing Says About Pension Plan for Hollister-Whitney Elevator Corporation Union Employees

Pension Plan for Hollister-Whitney Elevator Corporation Union Employees is a Other retirement plan sponsored by Hollister-Whitney Elevator Co. LLC, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 186 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 821718739, and the plan has been effective since 1995-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2022 to $9M at year-end — a decline of 0.2%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-20,051 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$-20,051
Plan TypeOther
Employer EIN821718739
Plan Effective Date1995-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hollister-Whitney Elevator Co. LLC)

Year Plans Participants Total Assets
2022 1 186 $9M
2023 1 178 $10M
2024 1 175 $11M

Nearby Other Plans in Illinois

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Pension Plan for Hollister-Whitney Elevator Corporation Union Employees?
As of the 2022 Form 5500 filing, Pension Plan for Hollister-Whitney Elevator Corporation Union Employees holds $9M in total assets with 186 participants. It is sponsored by Hollister-Whitney Elevator Co. LLC.
What type of plan is Pension Plan for Hollister-Whitney Elevator Corporation Union Employees?
Pension Plan for Hollister-Whitney Elevator Corporation Union Employees is a Other plan. It has been effective since 1995-05-01. The plan is filed with the U.S. Department of Labor under EIN 821718739.
Who sponsors the Pension Plan for Hollister-Whitney Elevator Corporation Union Employees?
Pension Plan for Hollister-Whitney Elevator Corporation Union Employees is sponsored by Hollister-Whitney Elevator Co. LLC, located in Illinois. The sponsor's EIN is 821718739 and the plan operates in the Manufacturing industry.
How did Pension Plan for Hollister-Whitney Elevator Corporation Union Employees perform in 2022?
Pension Plan for Hollister-Whitney Elevator Corporation Union Employees declined by 0.2% during 2022, moving from $9M to $9M in total assets. Net income was $-20,051.
Where can I find official filings for Pension Plan for Hollister-Whitney Elevator Corporation Union Employees?
Official Form 5500 filings for Pension Plan for Hollister-Whitney Elevator Corporation Union Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 821718739 or plan name at efast.dol.gov.
How does Pension Plan for Hollister-Whitney Elevator Corporation Union Employees compare to other plans?
You can compare Pension Plan for Hollister-Whitney Elevator Corporation Union Employees against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 821718739.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.