Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees Elevator Division Retirement Plan Pension Plan
Data updated 2026-08-25
- $191M
- Total assets Near avg plan size
- 1,784
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $106,792
- Avg per participant Below avg balance/head
Official DOL plan name: Elevator Division Retirement Benefit Plan · Sponsored by Board of Trustees Elevator Division Retirement Plan · New York · Professional & Technical Services
$191M in assets, 1,784 participants
Board of Trustees Elevator Division Retirement Plan's Elevator Division Retirement Benefit Plan reported $191M in total assets and 1,784 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #20,815 in Professional & Technical Services (21,562 peers)
Coverage in New York
Elevator Division Retirement Benefit Plan covers 1,784 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $191M.
- #20,815
- in Professional & Technical Services (21,562 peers)
- +5.2%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Elevator Division Retirement Benefit Plan's outsized position by total assets
Elevator Division Retirement Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$190,517,299 Top 5% higher than 95% 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
Elevator Division Retirement Benefit Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elevator Division Retirement Benefit Plan lands in the large band (1,784 participants).
Form 5500 schedule snapshot
Filing strip 133523453 · Board of Trustees Elevator Division Retirement Plan PY 2022 · Defined Benefit (Pension)
Elevator Division Retirement Benefit Plan · $191M · 1,784 · 95th
- EIN $191M
- EIN 1,784
- EIN 95th
- EIN Defined Benefit (Pension)
- EIN near Kloeckner Metals Defined Benefit Plan
- EIN ind #20815
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 Professional & Technical Services retirement plans → · Plans in New York →
Elevator Division Retirement Benefit Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $181M |
|---|---|
| Net Assets (End of Year) | $190M |
| Net Income | $9M |
| Employer EIN | 133523453 |
| Plan Effective Date | 1987-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Elevator Division Retirement Plan)
Sponsor-wide plan assets over time
All Board of Trustees Elevator Division Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $259M 36.02457800958012% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,784 | $191M |
| 2023 | 1 | 1,643 | $230M |
| 2024 | 1 | 1,638 | $259M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Elevator Division Retirement Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Kloeckner Metals Defined Benefit Plan in GA ($190M); by covered participants it is Pension Plan of Holman Enterprises in NJ (1,782 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($191M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,784 participants); asset peers above are excluded.
- Pension Plan of Holman Enterprises (NJ) 1,782 · 2 off
- Daimler Truck North America Pension Plan (OR) 1,787 · 3 off
- Retirement Plan of American Fidelity Group (OK) 1,787 · 3 off
- Cwa/Itu Negotiated Pension Plan (NJ) 1,779 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.