Defined Benefit (Pension) · DOL Form 5500 · 2023

National Elevator Industry Fund Office Employees DB Pension Plan Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
102
Participants Small participant base
58th
Percentile by assets National rank
$94,415
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: National Elevator Industry Fund Office Employees Defined Benefit Pension Plan · Sponsored by National Elevator Industry Fund Office Employees DB Pension Plan · Pennsylvania · Finance & Insurance

$10M in assets, 102 participants

National Elevator Industry Fund Office Employees DB Pension Plan's National Elevator Industry Fund Office Employees Defined Benefit Pension Plan reported $10M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,763 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

National Elevator Industry Fund Office Employees Defined Benefit Pension Plan covers 102 participants in Pennsylvania, about 12% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#3,763
in Finance & Insurance (8,869 peers)
+15.2%
assets growth YoY

National Elevator Industry Fund Office Employees Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

National Elevator Industry Fund Office Employees Defined Benefit Pension Plan vs every filed plan by assets

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

$9,630,358 Top 42% higher than 58% 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 Defined Benefit Pension 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 Defined Benefit Pension Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Elevator Industry Fund Office Employees Defined Benefit Pension Plan reported net income rose from $868K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • National Elevator Industry Fund Office Employees Defined Benefit Pension Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232901404 · National Elevator Industry Fund Office Employees DB Pension Plan PY 2023 · Defined Benefit (Pension)

National Elevator Industry Fund Office Employees Defined Benefit Pension Plan · $10M · 102 · 58th

  • EOY $10M
  • 5500 102
  • ASSETS 58th
  • PCT Defined Benefit (Pension)
  • EIN near W.R. Grace & Co. - Ct -Ret. Plan for Hourly Ees. --- Tennessee
  • RANK ind #3763

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 Defined Benefit Pension Plan in the asset neighbourhood

Cement Masons Local Union 681 Pension PlanCement Masons Local Union 68…$10MNational Elevator Industry Fund Office Employees Defined Benefit Pension PlanNational Elevator Industry F…$10MW.R. Grace & Co. - Ct -Ret. Plan for Hourly Ees. --- TennesseeW.R. Grace & Co. - Ct -Ret. …$10MThe Mario Badescu Skin Care, Inc. Variable Cash Balance PlanThe Mario Badescu Skin Care,…$10MTriangle Wire & Cable, Inc. Pension Plan for Hourly EmployeesTriangle Wire & Cable, Inc. …$10M
End-of-year total assets ($M) among National Elevator Industry Fund Office Employees Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN232901404
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$11M 30.989566447052802% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.36M $11M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 102 $8M
2023 1 102 $10M
2024 1 105 $11M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

National Elevator Industry Fund Office Employees Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants National Elevator Industry Fund Office Employees Defined Benefit Pension Plan, Total assets ($B): 0.009630358 · Participants: 102National Elevator Industry Fund Office Employees Defined Benefit Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
National Elevator Industry Fund Office Employees Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare National Elevator Industry Fund Office Employees Defined Benefit Pension Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is W.R. Grace & Co. - Ct -Ret. Plan for Hourly Ees. --- Tennessee in MD ($10M); by covered participants it is Cancer Partners of Nebraska Cash Balance Plan in NE (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Defined Benefit Pension Plan assets move in 2023? ▼
National Elevator Industry Fund Office Employees Defined Benefit Pension Plan grew sharply - up 15.2% during 2023, from $8M to $10M. Reported net income was $1M.
How have National Elevator Industry Fund Office Employees DB Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Elevator Industry Fund Office Employees DB Pension Plan's sponsor-wide assets grew 31.0%, from $8M to $11M.
Which Defined Benefit (Pension) plans are similar in size to National Elevator Industry Fund Office Employees Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is W.R. Grace & Co. - Ct -Ret. Plan for Hourly Ees. --- Tennessee in MD ($10M, 56 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Elevator Industry Fund Office Employees Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cancer Partners of Nebraska Cash Balance Plan in NE (102 participants, $12M 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 232901404.

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.