Defined Benefit (Pension) · DOL Form 5500 · 2024

Hollister-Whitney Elevator Co. LLC Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
175
Participants Small participant base
58th
Percentile by assets National rank
$62,594
Avg per participant Low balance/head
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Official DOL plan name: Pension Plan for Hollister-Whitney Elevator Corporation Union Employees · Sponsored by Hollister-Whitney Elevator Co. LLC · Illinois · Manufacturing

$11M in assets, 175 participants

Hollister-Whitney Elevator Co. LLC's Pension Plan for Hollister-Whitney Elevator Corporation Union Employees reported $11M in total assets and 175 participants in its 2024 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.

  • #7,830 in Manufacturing (17,777 peers)

Coverage in Illinois

Pension Plan for Hollister-Whitney Elevator Corporation Union Employees covers 175 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $11M.

#7,830
in Manufacturing (17,777 peers)
+9.6%
assets growth YoY

Pension Plan for Hollister-Whitney Elevator Corporation Union Employees's mid-pack asset rank among Manufacturing and all filers

Pension Plan for Hollister-Whitney Elevator Corporation Union Employees vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,954,011 Top 42% higher than 58% 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

Pension Plan for Hollister-Whitney Elevator Corporation Union Employees 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. Pension Plan for Hollister-Whitney Elevator Corporation Union Employees sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for Hollister-Whitney Elevator Corporation Union Employees end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Pension Plan for Hollister-Whitney Elevator Corporation Union Employees reported net income rose from $905K in the plan year 2023 filing to $961K in the plan year 2024 filing.
  • Pension Plan for Hollister-Whitney Elevator Corporation Union Employees reported participants fell from 178 in the plan year 2023 filing to 175 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 821718739 · Hollister-Whitney Elevator Co. LLC PY 2024 · Defined Benefit (Pension)

Pension Plan for Hollister-Whitney Elevator Corporation Union Employees · $11M · 175 · 58th

  • BOY $11M
  • SCH 175
  • EBSA 58th
  • PART Defined Benefit (Pension)
  • TYPE near Southeast Financial Credit Union Defined Benefit Plan and Trust
  • NET ind #7830

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 Manufacturing retirement plans → · Plans in Illinois →

Pension Plan for Hollister-Whitney Elevator Corporation Union Employees in the asset neighbourhood

Southeast Financial Credit Union Defined Benefit Plan and TrustSoutheast Financial Credit U…$11MPension Plan for Hollister-Whitney Elevator Corporation Union EmployeesPension Plan for Hollister-W…$11MNational Elevator Industry Fund Office Employees Defined Benefit Pension PlanNational Elevator Industry F…$11MAzdel, Inc. Retirement Plan$11MRetirement Plan for Hourly Employees Lehigh Cement Company LPRetirement Plan for Hourly E…$11M
End-of-year total assets ($M) among Pension Plan for Hollister-Whitney Elevator Corporation Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$961K
Employer EIN821718739
Plan Effective Date1995-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hollister-Whitney Elevator Co. LLC)

Sponsor-wide plan assets over time

All Hollister-Whitney Elevator Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 20.53606031682664% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.09M $11M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 186 $9M
2023 1 178 $10M
2024 1 175 $11M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Pension Plan for Hollister-Whitney Elevator Corporation Union Employees vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Pension Plan for Hollister-Whitney Elevator Corporation Union Employees, Total assets ($B): 0.010954011 · Participants: 175Pension Plan for Hollister-Whitney Elevator Corporation Union EmployeesCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Pension Plan for Hollister-Whitney Elevator Corporation Union Employees vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Pension Plan for Hollister-Whitney Elevator Corporation Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Southeast Financial Credit Union Defined Benefit Plan and Trust in TN ($11M); by covered participants it is Okuma America Corporation Pension Plan in NC (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Pension Plan for Hollister-Whitney Elevator Corporation Union Employees assets move in 2024?
Pension Plan for Hollister-Whitney Elevator Corporation Union Employees grew at a solid clip - up 9.6% during 2024, from $10M to $11M. Reported net income was $961K.
How have Hollister-Whitney Elevator Co. LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Hollister-Whitney Elevator Co. LLC's sponsor-wide assets grew 20.5%, from $9M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Hollister-Whitney Elevator Corporation Union Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southeast Financial Credit Union Defined Benefit Plan and Trust in TN ($11M, 108 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Hollister-Whitney Elevator Corporation Union Employees?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Okuma America Corporation Pension Plan in NC (175 participants, $25M in assets).