Defined Benefit (Pension) · DOL Form 5500 · 2022

Bot Roofers Local 221 Pension Trust Fund Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
358
Participants Below avg headcount
84th
Percentile by assets National rank
$93,780
Avg per participant Below avg balance/head
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Official DOL plan name: Roofers Local 221 Pension Trust Fund · Sponsored by Bot Roofers Local 221 Pension Trust Fund · Hawaii · Construction

$34M in assets, 358 participants

Bot Roofers Local 221 Pension Trust Fund's Roofers Local 221 Pension Trust Fund reported $34M in total assets and 358 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #8,239 in Construction (9,927 peers)

Where Roofers Local 221 Pension Trust Fund sits by assets

Roofers Local 221 Pension Trust Fund sits in the top quartile of all filed plans by assets, $34M for 358 participants (~$93,780/participant), down 19.6% in 2022.

#8,239
in Construction (9,927 peers)
-19.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roofers Local 221 Pension Trust Fund's outsized position by total assets

Roofers Local 221 Pension Trust Fund vs every filed plan by assets

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

$33,573,224 Top 16% higher than 84% 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 Local 221 Pension Trust Fund 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 Local 221 Pension Trust Fund sits mid-pack in the medium band (358 participants).

Form 5500 schedule snapshot

Filing strip 990208117 · Bot Roofers Local 221 Pension Trust Fund PY 2022 · Defined Benefit (Pension)

Roofers Local 221 Pension Trust Fund · $34M · 358 · 84th

  • ASSETS $34M
  • PCT 358
  • EIN 84th
  • RANK Defined Benefit (Pension)
  • PHOTO near Burgess Pigment Company Retirement Plan
  • IND ind #8239

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 Local 221 Pension Trust Fund in the asset neighbourhood

First Bancorp Employees' Pension PlanFirst Bancorp Employees' Pen…$34MNECA - IBEW Local 584 Pension PlanNECA - IBEW Local 584 Pensio…$34MRoofers Local 221 Pension Trust FundRoofers Local 221 Pension Tr…$34MBurgess Pigment Company Retirement PlanBurgess Pigment Company Reti…$34MPension Plan of the Cly-Del Manufacturing CompanyPension Plan of the Cly-Del …$34M
End-of-year total assets ($M) among Roofers Local 221 Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$34M
Net Income-$8M
Employer EIN990208117
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bot Roofers Local 221 Pension Trust Fund)

Sponsor-wide plan assets over time

All Bot Roofers Local 221 Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$43M 28.592732112948106% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.6M $43.2M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 358 $34M
2023 1 351 $39M
2024 1 342 $43M

Nearby Defined Benefit (Pension) Plans in Hawaii

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

Roofers Local 221 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.52 Total assets ($B) Participants Roofers Local 221 Pension Trust Fund, Total assets ($B): 0.033573224 · Participants: 358Roofers Local 221 Pension Trust FundRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.736604888 · Participants: 2548Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesHotel Union and Hotel Industry of Hawaii Pension Plan, Total assets ($B): 0.628200424 · Participants: 7370Hotel Union and Hotel Industry of Hawaii Pension PlanPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.516472393 · Participants: 1506Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.477529567 · Participants: 5260The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.407668583 · Participants: 5589Hawaii Pacific Health Retirement Plan
Roofers Local 221 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Roofers Local 221 Pension Trust Fund side-by-side with 3 peers →

Roofers Local 221 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Burgess Pigment Company Retirement Plan in GA ($34M); by covered participants it is Bricklayers & Allied Craftworkers Local 3 Ny Rochester Chapter Pension Fund in NY (358 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (358 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 Local 221 Pension Trust Fund assets move in 2022? ▼
Roofers Local 221 Pension Trust Fund declined sharply - down 19.6% during 2022, from $42M to $34M. Reported net income was -$8M.
How have Bot Roofers Local 221 Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bot Roofers Local 221 Pension Trust Fund's sponsor-wide assets grew 28.6%, from $34M to $43M.
Where does Roofers Local 221 Pension Trust Fund rank by assets among Form 5500 filers? ▼
Roofers Local 221 Pension Trust Fund ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Roofers Local 221 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Burgess Pigment Company Retirement Plan in GA ($34M, 75 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Local 221 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bricklayers & Allied Craftworkers Local 3 Ny Rochester Chapter Pension Fund in NY (358 participants, $65M 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 990208117.

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.