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
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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

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

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

Ferro Corporation Pension Plan for Legacy EmployeesFerro Corporation Pension Pl…$191MElevator Division Retirement Benefit PlanElevator Division Retirement…$191MKloeckner Metals Defined Benefit PlanKloeckner Metals Defined Ben…$190MPension Plan for Hourly Rated Employees of Air Products and Chemicals, Inc.Pension Plan for Hourly Rate…$190MAlstom Transportation Retirement PlanAlstom Transportation Retire…$190M
End-of-year total assets ($M) among Elevator Division Retirement Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$181M
Net Assets (End of Year)$190M
Net Income$9M
Employer EIN133523453
Plan Effective Date1987-11-01
Filing StatusFILING 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
$150M$200M$250M$300M 202220232024 $191M $259M ▲ +36.0%
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.

Elevator Division Retirement Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants Elevator Division Retirement Benefit Plan, Total assets ($B): 0.190517299 · Participants: 1784Elevator Division Retirement Benefit PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Elevator Division Retirement Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (1,784 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 Elevator Division Retirement Benefit Plan assets move in 2022?
Elevator Division Retirement Benefit Plan grew at a solid clip - up 5.2% during 2022, from $181M to $191M. Reported net income was $9M.
How have Board of Trustees Elevator Division Retirement Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Elevator Division Retirement Plan's sponsor-wide assets grew 36.0%, from $191M to $259M.
Where does Elevator Division Retirement Benefit Plan rank by assets among Form 5500 filers?
Elevator Division Retirement Benefit Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Elevator Division Retirement Benefit Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kloeckner Metals Defined Benefit Plan in GA ($190M, 491 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Elevator Division Retirement Benefit Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of Holman Enterprises in NJ (1,782 participants, $95M in assets).