Defined Benefit (Pension) · DOL Form 5500 · 2022

National Elevator Industry Fund Office Employees DB Pension Plan Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
102
Participants Small participant base
61st
Percentile by assets National rank
$81,947
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: National Elevator Industry Fund Office Employees Defined Benefit Pension Plan · Sponsored by National Elevator Industry Fund Office Employees DB Pension Plan · Pennsylvania · Finance & Insurance

$8M in assets, 102 participants

National Elevator Industry Fund Office Employees DB Pension Plan's National Elevator Industry Fund Office Employees Defined Benefit Pension Plan reported $8M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,133 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

National Elevator Industry Fund Office Employees Defined Benefit Pension Plan covers 102 participants in Pennsylvania, about 12% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#4,133
in Finance & Insurance (9,261 peers)
+11.6%
assets growth YoY

National Elevator Industry Fund Office Employees Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

National Elevator Industry Fund Office Employees Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,358,610 Top 39% higher than 61% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

National Elevator Industry Fund Office Employees Defined Benefit Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Elevator Industry Fund Office Employees Defined Benefit Pension Plan sits mid-pack in the medium band (102 participants).

Published 5500 schedule card

Filing strip 232901404 · National Elevator Industry Fund Office Employees DB Pension Plan PY 2022 · Defined Benefit (Pension)

National Elevator Industry Fund Office Employees Defined Benefit Pension Plan · $8M · 102 · 61st

  • NET $8M
  • BOOK 102
  • VS-ST 61st
  • BOY Defined Benefit (Pension)
  • SCH near Genon Pension Plan for Bargained Employees
  • EBSA ind #4133

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

National Elevator Industry Fund Office Employees Defined Benefit Pension Plan in the asset neighbourhood

Local 464a Finast Full Time Employees Pension PlanLocal 464a Finast Full Time …$8MNational Elevator Industry Fund Office Employees Defined Benefit Pension PlanNational Elevator Industry F…$8MGenon Pension Plan for Bargained EmployeesGenon Pension Plan for Barga…$8ML & Cp Corporation Pension Plan - Troy, OhioL & Cp Corporation Pension P…$8MRetirement Plan for Drivers of Commercial Distributing Company IncRetirement Plan for Drivers …$8M
End-of-year total assets ($M) among National Elevator Industry Fund Office Employees Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$868K
Employer EIN232901404
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Elevator Industry Fund Office Employees DB Pension Plan)

Sponsor-wide plan assets over time

All National Elevator Industry Fund Office Employees DB Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$11M 30.989566447052802% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.36M $11M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 102 $8M
2023 1 102 $10M
2024 1 105 $11M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

National Elevator Industry Fund Office Employees Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants National Elevator Industry Fund Office Employees Defined Benefit Pension Plan, Total assets ($B): 0.00835861 · Participants: 102National Elevator Industry Fund Office Employees Defined Benefit Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
National Elevator Industry Fund Office Employees Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare National Elevator Industry Fund Office Employees Defined Benefit Pension Plan side-by-side with 3 peers →

National Elevator Industry Fund Office Employees Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Genon Pension Plan for Bargained Employees in TX ($8M); by covered participants it is Shutts & Bowen LLP Retirement Plan and Trust in FL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Elevator Industry Fund Office Employees Defined Benefit Pension Plan assets move in 2022? ▼
National Elevator Industry Fund Office Employees Defined Benefit Pension Plan grew at a solid clip - up 11.6% during 2022, from $7M to $8M. Reported net income was $868K.
How have National Elevator Industry Fund Office Employees DB Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Elevator Industry Fund Office Employees DB Pension Plan's sponsor-wide assets grew 31.0%, from $8M to $11M.
Which Defined Benefit (Pension) plans are similar in size to National Elevator Industry Fund Office Employees Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Genon Pension Plan for Bargained Employees in TX ($8M, 150 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Elevator Industry Fund Office Employees Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Shutts & Bowen LLP Retirement Plan and Trust in FL (102 participants, $43M in assets).

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 232901404.

Read our methodology - how this data is sourced, computed, and verified.

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