Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Elevator Division Retirement Plan Pension Plan

Data updated 2026-08-25

$259M
Total assets Near avg plan size
1,638
Participants Near avg headcount
95th
Percentile by assets National rank
$158,211
Avg per participant Above 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

$259M in assets, 1,638 participants

Board of Trustees Elevator Division Retirement Plan's Elevator Division Retirement Benefit Plan reported $259M in total assets and 1,638 participants in its 2024 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.

  • #19,442 in Professional & Technical Services (20,173 peers)

Coverage in New York

Elevator Division Retirement Benefit Plan covers 1,638 participants in New York, 2.1x the typical New York plan (state average ~798 per filing). Assets: $259M.

#19,442
in Professional & Technical Services (20,173 peers)
+12.7%
assets growth YoY
2.6×
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 2024 · DOL Form 5500

$259,150,352 Top 5% higher than 95% 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

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

Plan-year 2024 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 (1,638 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elevator Division Retirement Benefit Plan reported net income fell from $39M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Elevator Division Retirement Benefit Plan end-of-year assets rose from $230M in the plan year 2023 filing to $259M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133523453 · Board of Trustees Elevator Division Retirement Plan PY 2024 · Defined Benefit (Pension)

Elevator Division Retirement Benefit Plan · $259M · 1,638 · 95th

  • PHOTO $259M
  • IND 1,638
  • EOY 95th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Retirement Plan of Sasol (USA) Coporation
  • PCT ind #19442

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 →

Elevator Division Retirement Benefit Plan in the asset neighbourhood

Northwestern Ohio Plumbers and Pipefitters Pension Plan and TrustNorthwestern Ohio Plumbers a…$260MRetirement Plan of Sasol (USA) CoporationRetirement Plan of Sasol (US…$259MElevator Division Retirement Benefit PlanElevator Division Retirement…$259MI.U.O.E. Local 57 Pension PlanI.U.O.E. Local 57 Pension Pl…$259MCabell Huntington Hospital, Inc. Employees' Retirement PlanCabell Huntington Hospital, …$259M
End-of-year total assets ($M) among Elevator Division Retirement Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$230M
Net Assets (End of Year)$258M
Net Income$29M
Employer EIN133523453
Plan Effective Date1987-11-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees Elevator Division Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$259M 36.02457800958012% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $191M $259M ▲ +36.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Elevator Division Retirement Benefit Plan, Total assets ($B): 0.259150352 · Participants: 1638Elevator Division Retirement Benefit PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Elevator Division Retirement Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
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 Retirement Plan of Sasol (USA) Coporation in TX ($259M); by covered participants it is Schlumberger Technology Corporation Pension Plan in TX (1,633 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,638 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 Elevator Division Retirement Benefit Plan assets move in 2024? ▼
Elevator Division Retirement Benefit Plan grew at a solid clip - up 12.7% during 2024, from $230M to $259M. Reported net income was $29M.
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 123,622 plans that reported assets for plan year 2024 (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 Retirement Plan of Sasol (USA) Coporation in TX ($259M, 1,290 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 Schlumberger Technology Corporation Pension Plan in TX (1,633 participants, $3.4B 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 133523453.

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.