Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Elevator Division Retirement Plan Pension Plan

Data updated 2026-08-11

$259M
Total assets
1,638
Participants
95th
Percentile by assets
$158,211
Avg per participant
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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.

  • 95th percentile by assets (of 123,622 plans)
  • #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.

$259M
total plan assets (2024 EOY)
1,638
covered participants
95th
percentile by assets (of 123,622 plans)
$158,211
avg assets per participant

Where Elevator Division Retirement Benefit Plan sits 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 $2,010,000,000 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

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 →

State
New York
Industry
Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Elevator Division Retirement Benefit Plan reports 1,638 participants - 2.1x that state average ($259M EOY assets).

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)

$150M$200M$250M$300M 202220232024 $191M $259M ▲ +36.0%
Total plan assets by year, all Board of Trustees Elevator Division Retirement Plan plans on file
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 ($B) Participants Elevator Division Re…, Total assets ($B): 0.259150352 · Participants: 1638Elevator Division Re…IBM Personal Pension…, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension…1199seiu Health Care…, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care…Consolidated Edison …, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison …Pfizer Consolidated …, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated …GE 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 Pla… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Elevator Division Retirement Benefit Plan by total assets, not by location.

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).

Next read for Elevator Division Retirement Benefit Pla…

Filing takeaways

Ways to act on Elevator Division Retirement Benefit Plan's numbers.

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.