401(k) · DOL Form 5500 · 2023

National Elevator Industry Office Employees Pension Plan 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
121
Participants Small participant base
74th
Percentile by assets National rank
$178,391
Avg per participant Above avg balance/head
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Official DOL plan name: National Elevator Industry Fund Office Employees 401(k) Plan · Sponsored by National Elevator Industry Office Employees Pension Plan · Pennsylvania · Finance & Insurance

$22M in assets, 121 participants

National Elevator Industry Office Employees Pension Plan's National Elevator Industry Fund Office Employees 401(k) Plan reported $22M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,413 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

National Elevator Industry Fund Office Employees 401(k) Plan covers 121 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.

#5,413
in Finance & Insurance (8,869 peers)
+21.9%
assets growth YoY

National Elevator Industry Fund Office Employees 401(k) Plan's outsized position by total assets

National Elevator Industry Fund Office Employees 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$21,585,276 Top 26% higher than 74% of 127,068 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 2023

National Elevator Industry Fund Office Employees 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Elevator Industry Fund Office Employees 401(k) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Elevator Industry Fund Office Employees 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • National Elevator Industry Fund Office Employees 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232624860 · National Elevator Industry Office Employees Pension Plan PY 2023 · 401(k)

National Elevator Industry Fund Office Employees 401(k) Plan · $22M · 121 · 74th

  • PART $22M
  • PART 121
  • PART 74th
  • PART 401(k)
  • PART near Weber, Inc. Safe Harbor 401(k) Profit Sharing Plan
  • PART ind #5413

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 401(k) Plan in the asset neighbourhood

National Elevator Industry Fund Office Employees 401(k) PlanNational Elevator Industry F…$22MWeber, Inc. Safe Harbor 401(k) Profit Sharing PlanWeber, Inc. Safe Harbor 401(…$22MDesigns for Vision, Inc. Profit Sharing 401(k) PlanDesigns for Vision, Inc. Pro…$22MPac-12 Enterprises, LLC Generation PlanPac-12 Enterprises, LLC Gene…$22MDermcare Management, LLC 401(k) PlanDermcare Management, LLC 401…$22M
End-of-year total assets ($M) among National Elevator Industry Fund Office Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN232624860
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$24M 35.23915184829729% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.7M $24M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 122 $18M
2023 1 121 $22M
2024 1 101 $24M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

National Elevator Industry Fund Office Employees 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants National Elevator Industry Fund Office Employees 401(k) Plan, Total assets ($B): 0.021585276 · Participants: 121National Elevator Industry Fund Office Employees 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
National Elevator Industry Fund Office Employees 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare National Elevator Industry Fund Office Employees 401(k) Plan side-by-side with 3 peers →

National Elevator Industry Fund Office Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Weber, Inc. Safe Harbor 401(k) Profit Sharing Plan in MO ($22M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 401(k) Plan assets move in 2023? ▼
National Elevator Industry Fund Office Employees 401(k) Plan grew sharply - up 21.9% during 2023, from $18M to $22M. Reported net income was $4M.
How have National Elevator Industry Office Employees Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Elevator Industry Office Employees Pension Plan's sponsor-wide assets grew 35.2%, from $18M to $24M.
Which 401(k) plans are similar in size to National Elevator Industry Fund Office Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weber, Inc. Safe Harbor 401(k) Profit Sharing Plan in MO ($22M, 154 participants).
Which 401(k) plans cover a similar participant headcount to National Elevator Industry Fund Office Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232624860.

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.