Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN

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

NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DB PENSION PLAN

This Defined Benefit (Pension) plan holds $8M in total assets and serves 102 participants as of 2022. It is sponsored by NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DB PENSION PLAN in Pennsylvania. The plan reported positive net income of $868K for the year.

Total Assets (2023)
$8M
Participants
102
State
Industry
Finance & Insurance

What the Filing Says About NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN

NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DB PENSION PLAN, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 102 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 232901404, and the plan has been effective since 1996-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2022 to $8M at year-end — a gain of 11.6%. Net assets (after liabilities) closed the year at $8M, with reported net income of $868K 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 1 prior plan-year filing 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)$7M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$868K
Plan TypeDefined Benefit (Pension)
Employer EIN232901404
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DB PENSION PLAN)

Year Plans Participants Total Assets
2022 1 102 $8M
2023 1 102 $10M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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Frequently Asked Questions

How much money is in the NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN?
As of the 2022 Form 5500 filing, NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN holds $8M in total assets with 102 participants. It is sponsored by NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DB PENSION PLAN.
What type of plan is NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN?
NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1996-07-01. The plan is filed with the U.S. Department of Labor under EIN 232901404.
Who sponsors the NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN?
NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN is sponsored by NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DB PENSION PLAN, located in Pennsylvania. The sponsor's EIN is 232901404 and the plan operates in the Finance & Insurance industry.
How did NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN perform in 2022?
NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN grew by 11.6% during 2022, moving from $7M to $8M in total assets. Net income was $868K.
Where can I find official filings for NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN?
Official Form 5500 filings for NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232901404 or plan name at efast.dol.gov.
How does NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN compare to other plans?
You can compare NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania 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 232901404.

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 official public datasets. See our methodology for details.