Money Purchase · DOL Form 5500 · 2022

Bot Roofers Union Local 221 Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
199
Participants Below avg headcount
74th
Percentile by assets National rank
$81,455
Avg per participant Below avg balance/head
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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.

  • #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.

#7,313
in Construction (9,927 peers)
-11.0%
assets change YoY

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.

Roofers Union Local 221 Annuity Plan's outsized position by total assets

Roofers Union Local 221 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,209,501 Top 26% higher than 74% of 139,123 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 2022

Roofers Union Local 221 Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofers Union Local 221 Annuity Plan sits mid-pack in the medium band (199 participants).

Plan-year Form 5500 strip

Filing strip 990174607 · Bot Roofers Union Local 221 Annuity Plan PY 2022 · Money Purchase

Roofers Union Local 221 Annuity Plan · $16M · 199 · 74th

  • ASSETS $16M
  • PCT 199
  • EIN 74th
  • RANK Money Purchase
  • PHOTO near Clarion Healthcare System, Inc. Pension Plan
  • IND ind #7313

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 Construction retirement plans → · Plans in Hawaii →

Roofers Union Local 221 Annuity Plan in the asset neighbourhood

Western Pennsylvania Conservancy Money Purchase Pension Plan and TrustWestern Pennsylvania Conserv…$16MValic Agents and Managers Retirement PlanValic Agents and Managers Re…$16MRoofers Union Local 221 Annuity PlanRoofers Union Local 221 Annu…$16MClarion Healthcare System, Inc. Pension PlanClarion Healthcare System, I…$16MConrad N. Hilton Foundation Money Purchase Pension PlanConrad N. Hilton Foundation …$16M
End-of-year total assets ($M) among Roofers Union Local 221 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Bot Roofers Union Local 221 Annuity Plan multi-year asset trail

Sponsor-wide plan assets over time

All Bot Roofers Union Local 221 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$19M 19.59549525923099% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.2M $19.4M ▲ +19.6%
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 EIN990174607
Plan Effective Date1977-05-01
Filing StatusFILING 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 Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants Roofers Union Local 221 Annuity Plan, Total assets ($M): 16.209501 · Participants: 199Roofers Union Local 221 Annuity PlanHawaii Carpenters Financial Security Fund, Total assets ($M): 492.473666 · Participants: 4036Hawaii Carpenters Financial Security FundPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 301.758571 · Participants: 1479Pamcah-Ua Local 675 Annuity PlanHawaii Laborers' Annuity Fund, Total assets ($M): 276.950166 · Participants: 2896Hawaii Laborers' Annuity FundHawaii Sheet Metal Workers Annuity Profit Sharing, Total assets ($M): 108.54438 · Participants: 519Hawaii Sheet Metal Workers Annuity Profit SharingHawaii Masons and Plasterers Annuity Plan, Total assets ($M): 103.788026 · Participants: 1292Hawaii Masons and Plasterers Annuity Plan
Roofers Union Local 221 Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants
Compare Roofers Union Local 221 Annuity Plan side-by-side with 3 peers →

Roofers Union Local 221 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Hawaii, the nearest Money Purchase by assets is Clarion Healthcare System, Inc. Pension Plan in PA ($16M); by covered participants it is Local No. 661 Retirement Plan in KS (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roofers Union Local 221 Annuity Plan assets move in 2022? ▼
Roofers Union Local 221 Annuity Plan pulled back noticeably - down 11.0% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Bot Roofers Union Local 221 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bot Roofers Union Local 221 Annuity Plan's sponsor-wide assets grew 19.6%, from $16M to $19M.
Which Money Purchase plans are similar in size to Roofers Union Local 221 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Clarion Healthcare System, Inc. Pension Plan in PA ($16M, 242 participants).
Which Money Purchase plans cover a similar participant headcount to Roofers Union Local 221 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local No. 661 Retirement Plan in KS (198 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990174607.

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.