Money Purchase · DOL Form 5500 · 2022
Bot Roofers Union Local 221 Annuity Plan Money Purchase Plan
Data updated 2026-08-11
- $16M
- Total assets
- 199
- Participants
- 74th
- Percentile by assets
- $81,455
- Avg per participant
Official DOL plan name: Roofers Union Local 221 Annuity Plan · Sponsored by Bot Roofers Union Local 221 Annuity Plan · Hawaii · Construction
$16M in assets, 199 participants
Bot Roofers Union Local 221 Annuity Plan's Roofers Union Local 221 Annuity Plan reported $16M in total assets and 199 participants in its 2022 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.
- 74th percentile by assets (of 139,126 plans)
- #7,313 in Construction (9,927 peers)
Bot Roofers Union Local 221 Annuity Plan multi-year trail
Bot Roofers Union Local 221 Annuity Plan's plans moved +19.6% in assets from 2022 to 2024; this filing shows Roofers Union Local 221 Annuity Plan at $16M / 199 participants.
- $16M
- total plan assets (2022 EOY)
- 199
- covered participants
- 74th
- percentile by assets (of 139,126 plans)
- $81,455
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bot Roofers Union Local 221 Annuity Plan across 3 plan years on file
Across the 3 plan years Bot Roofers Union Local 221 Annuity Plan has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $19M, a gain of 19.6%, while reported participants moved from 199 to 188 (-5.5%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($16M).
Bot Roofers Union Local 221 Annuity Plan multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 199 | $16M |
| 2023 | 1 | 189 | $17M |
| 2024 | 1 | 188 | $19M |
Bot Roofers Union Local 221 Annuity Plan filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 990174607 |
| Plan Effective Date | 1977-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Hawaii
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Roofers Union Local 221 Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants
- Hawaii Carpenters Financial Security Fund $492M · 4,036
- Pamcah-Ua Local 675 Annuity Plan $302M · 1,479
- Hawaii Laborers' Annuity Fund $277M · 2,896
- Hawaii Sheet Metal Workers Annuity Profit Sharing $109M · 519
- Hawaii Masons and Plasterers Annuity Plan $104M · 1,292
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Roofers Union Local 221 Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Roofers Union Local 221 Annuity Plan assets move in 2022? ▼
How have Bot Roofers Union Local 221 Annuity Plan plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Roofers Union Local 221 Annuity Plan? ▼
Next read for Roofers Union Local 221 Annuity Plan
Multi-year trail
Ways to act on Roofers Union Local 221 Annuity Plan's numbers.
- By total assets, Roofers Union Local 221 Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Hawaii. Compare plans
- Bot Roofers Union Local 221 Annuity Plan's sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Construction plans