Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Elevator Division Retirement Plan Pension Plan

Data updated 2026-08-25

$230M
Total assets Near avg plan size: 1,643
Participants Near avg headcount: 95th
Percentile by assets National rank: $139,913
Avg per participant Near 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

$230M in assets, 1,643 participants

Board of Trustees Elevator Division Retirement Plan's Elevator Division Retirement Benefit Plan reported $230M in total assets and 1,643 participants in its 2023 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.

#19,592 in Professional & Technical Services (20,321 peers)

Coverage in New York

Elevator Division Retirement Benefit Plan covers 1,643 participants in New York, 2.1x the typical New York plan (state average ~798 per filing). Assets: $230M.

#19,592
in Professional & Technical Services (20,321 peers): +20.7%
assets growth YoY: 2.3×
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 2023 · DOL Form 5500

$229,876,448 Top 5% higher than 95% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Elevator Division Retirement Benefit Plan's large-plan peer group by participant headcount

Plan-year 2023 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 (1,643 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Elevator Division Retirement Benefit Plan reported net income rose from $9M in the plan year 2022 filing to $39M in the plan year 2023 filing.
Elevator Division Retirement Benefit Plan end-of-year assets rose from $191M in the plan year 2022 filing to $230M in the plan year 2023 filing.
Elevator Division Retirement Benefit Plan reported participants fell from 1,784 in the plan year 2022 filing to 1,643 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133523453 · Board of Trustees Elevator Division Retirement Plan PY 2023 · Defined Benefit (Pension)

Elevator Division Retirement Benefit Plan · $230M · 1,643 · 95th

PART $230M
TYPE 1,643
NET 95th
BOOK Defined Benefit (Pension)
VS-ST near International Brotherhood of Electrical Workers Local Union No. 252 Pension Plan
BOY ind #19592

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 →

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 2023.

New York filing particulars

Total Assets (Beginning of Year)	$191M
Net Assets (End of Year)	$229M
Net Income	$39M
Employer EIN	133523453
Plan Effective Date	1987-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees Elevator Division Retirement Plan)

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.

Elevator Division Retirement Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Elevator Division Retirement Benefit Plan side-by-side with 3 peers →

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 International Brotherhood of Electrical Workers Local Union No. 252 Pension Plan in MI ($230M); by covered participants it is Rio Tinto America Inc. Retirement Plan in UT (1,644 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($230M here).

International Brotherhood of Electrical Workers Local Union No. 252 Pension Plan (MI) $230M · 573
Southern Farm Bureau Life Insurance Company Retirement Plan (MS) $230M · 607
I.U.O.E. Local 57 Pension Plan (RI) $230M · 856
Gwinnett Hospital System, Inc. Retirement Plan (GA) $231M · 757

Similar participant headcount

Nearest other-state filings by covered participants (1,643 participants); asset peers above are excluded.

Rio Tinto America Inc. Retirement Plan (UT) 1,644 · 1 off
Spinoff Employee Retirement Plan of Safeway Inc. and Its Domestic Subsidiaries (CA) 1,645 · 2 off
Retirement Plan of American Fidelity Group (OK) 1,638 · 5 off
Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees (PR) 1,638 · 5 off

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 Elevator Division Retirement Benefit Plan assets move in 2023? ▼

Elevator Division Retirement Benefit Plan grew sharply - up 20.7% during 2023, from $191M to $230M. Reported net income was $39M.

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 127,072 plans that reported assets for plan year 2023 (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 International Brotherhood of Electrical Workers Local Union No. 252 Pension Plan in MI ($230M, 573 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 Rio Tinto America Inc. Retirement Plan in UT (1,644 participants, $972M 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 133523453.