401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$24M
Total assets Small plan by assets
101
Participants Small participant base
74th
Percentile by assets National rank
$237,195
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

$24M in assets, 101 participants

National Elevator Industry Office Employees Pension Plan's National Elevator Industry Fund Office Employees 401(k) Plan reported $24M in total assets and 101 participants in its 2024 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.

  • #5,106 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

National Elevator Industry Fund Office Employees 401(k) Plan covers 101 participants in Pennsylvania, about 12% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.

#5,106
in Finance & Insurance (8,549 peers)
+11.0%
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 2024 · DOL Form 5500

$23,956,711 Top 26% higher than 74% of 123,620 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 2024

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

Plan-year 2024 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 (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Elevator Industry Fund Office Employees 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • National Elevator Industry Fund Office Employees 401(k) Plan reported participants fell from 121 in the plan year 2023 filing to 101 in the plan year 2024 filing.
  • National Elevator Industry Fund Office Employees 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 232624860 · National Elevator Industry Office Employees Pension Plan PY 2024 · 401(k)

National Elevator Industry Fund Office Employees 401(k) Plan · $24M · 101 · 74th

  • BOOK $24M
  • BOOK 101
  • BOOK 74th
  • BOOK 401(k)
  • BOOK near Inter-State Studio & Publishing Co. 401(k) Retirement Plan
  • BOOK ind #5106

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…$24MInter-State Studio & Publishing Co. 401(k) Retirement PlanInter-State Studio & Publish…$24MTencate Grass Retirement Plan$24MCantex Continuing Care Network Employees Savings TrustCantex Continuing Care Netwo…$24MMinnesota Community Care Employees' Investment Savings PlanMinnesota Community Care Emp…$24M
End-of-year total assets ($M) among National Elevator Industry Fund Office Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
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. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants National Elevator Industry Fund Office Employees 401(k) Plan, Total assets ($B): 0.023956711 · Participants: 101National Elevator Industry Fund Office Employees 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive 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 Inter-State Studio & Publishing Co. 401(k) Retirement Plan in MO ($24M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
National Elevator Industry Fund Office Employees 401(k) Plan grew at a solid clip - up 11.0% during 2024, from $22M to $24M. Reported net income was $2M.
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 Inter-State Studio & Publishing Co. 401(k) Retirement Plan in MO ($24M, 476 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 Phh 401(k) Plan in TX (101 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.