Defined Benefit (Pension) · DOL Form 5500 · 2022
National Elevator Industry Pension Plan Plan Board of Trustees Pension Plan
Data updated 2026-08-25
- $10.4B
- Total assets Mega-plan scale
- 27,097
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $383,861
- Avg per participant High balance/head
Official DOL plan name: National Elevator Industry Pension Plan · Sponsored by National Elevator Industry Pension Plan Plan Board of Trustees · Pennsylvania · Construction
$10.4B in assets, 27,097 participants
National Elevator Industry Pension Plan Plan Board of Trustees's National Elevator Industry Pension Plan reported $10.4B in total assets and 27,097 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,926 in Construction (9,927 peers)
Coverage in Pennsylvania
National Elevator Industry Pension Plan covers 27,097 participants in Pennsylvania, 33x the typical Pennsylvania plan (state average ~822 per filing). Assets: $10.4B.
- #9,926
- in Construction (9,927 peers)
- +2.9%
- assets growth YoY
- 104×
- vs typical plan assets (national mean)
National Elevator Industry Pension Plan's outsized position by total assets
National Elevator Industry Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,401,485,458 Highest reported value at or above every one of 139,123 filed plans
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 Pension Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Elevator Industry Pension Plan is a mega filing (27,097 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 232694291 · National Elevator Industry Pension Plan Plan Board of Trustees PY 2022 · Defined Benefit (Pension)
National Elevator Industry Pension Plan · $10.4B · 27,097 · 100th
- NET $10.4B
- BOOK 27,097
- VS-ST 100th
- BOY Defined Benefit (Pension)
- SCH near Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.
- EBSA ind #9926
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 Construction retirement plans → · Plans in Pennsylvania →
National Elevator Industry Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $10.1B |
|---|---|
| Net Assets (End of Year) | $10.1B |
| Net Income | $415M |
| Employer EIN | 232694291 |
| Plan Effective Date | 1962-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Elevator Industry Pension Plan Plan Board of Trustees)
Sponsor-wide plan assets over time
All National Elevator Industry Pension Plan Plan Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.2B 17.418183684586563% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27,097 | $10.4B |
| 2023 | 1 | 27,434 | $11.2B |
| 2024 | 1 | 28,308 | $12.2B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
- United States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003) $4.3B · 3,484
Scale composition for National Elevator Industry Pension Plan
National Elevator Industry Pension Plan reports $10.4B in end-of-year assets across 27,097 participants (0.084% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.029% of 93,925,755 covered participants) - about $383,861 per participant (2.8x the national average assets-per-participant) . Net income for plan year 2022 was $415M.
This plan identity (EIN 232694291, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $10.4B to $12.2B (+17.4%) while covered participants moved from 27,097 to 28,308 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 27,097 | $10.4B | This page |
| 2023 | 27,434 | $11.2B | Open filing |
| 2024 · index core | 28,308 | $12.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- National Elevator Industry Pension Plan (Defined Benefit (Pension), $12.2B, 28,308 participants)
National Elevator Industry Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. in CA ($10.4B); by covered participants it is Kpmg Pension Plan in NJ (27,021 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10.4B here).
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. (CA) $10.4B · 19,326
- The Citigroup Pension Plan (CT) $10.5B · 18,484
- Mayo Pension Plan (MN) $10.3B · 66,434
- Pfizer Consolidated Pension Plan (NJ) $10.9B · 10,752
Similar participant headcount
Nearest other-state filings by covered participants (27,097 participants); asset peers above are excluded.
- Kpmg Pension Plan (NJ) 27,021 · 76 off
- Ford Motor Company UAW Retirement Plan (MI) 27,567 · 470 off
- Allstate Retirement Plan (TX) 26,157 · 940 off
- United Technologies Corporation Pension Plan (CT) 28,081 · 984 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.