Other
2022 plan-year Other DOL Form 5500

Roofers Local 221 Pension Trust Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bot Roofers Local 221 Pension Trust Fund · Hawaii · Construction

What the 2023 filing shows

Roofers Local 221 Pension Trust Fund holds $34M for 358 participants — about $93,780 per participant, down 19.6% over the 2022 plan year.

$34M
total plan assets (2022 EOY)
358
covered participants
$93,780
avg assets per participant
-19.6%
assets change YoY

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.

Total Assets (2023)
$34M
Participants
358
State
Industry
Construction

What the Filing Says About Roofers Local 221 Pension Trust Fund

Roofers Local 221 Pension Trust Fund is a Other retirement plan sponsored by Bot Roofers Local 221 Pension Trust Fund, headquartered in Hawaii. As of the 2022 Form 5500 filing, the plan reports $34M in total end-of-year assets and covers 358 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 990208117, and the plan has been effective since 1968-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $42M at the beginning of 2022 to $34M at year-end — a decline of 19.6%. Net assets (after liabilities) closed the year at $34M, with reported net income of $-8,167,848 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$42M
Total Assets (End of Year)$34M
Net Assets (End of Year)$34M
Net Income$-8,167,848
Plan TypeOther
Employer EIN990208117
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

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

Year Plans Participants Total Assets
2022 1 358 $34M
2023 1 351 $39M
2024 1 342 $43M

Nearby Other Plans in Hawaii

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Roofers Local 221 Pension Trust Fund?
As of the 2022 Form 5500 filing, Roofers Local 221 Pension Trust Fund holds $34M in total assets with 358 participants. It is sponsored by Bot Roofers Local 221 Pension Trust Fund.
What type of plan is Roofers Local 221 Pension Trust Fund?
Roofers Local 221 Pension Trust Fund is a Other plan. It has been effective since 1968-01-01. The plan is filed with the U.S. Department of Labor under EIN 990208117.
Who sponsors the Roofers Local 221 Pension Trust Fund?
Roofers Local 221 Pension Trust Fund is sponsored by Bot Roofers Local 221 Pension Trust Fund, located in Hawaii. The sponsor's EIN is 990208117 and the plan operates in the Construction industry.
How did Roofers Local 221 Pension Trust Fund perform in 2022?
Roofers Local 221 Pension Trust Fund declined by 19.6% during 2022, moving from $42M to $34M in total assets. Net income was $-8,167,848.
Where can I find official filings for Roofers Local 221 Pension Trust Fund?
Official Form 5500 filings for Roofers Local 221 Pension Trust Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 990208117 or plan name at efast.dol.gov.
How does Roofers Local 221 Pension Trust Fund compare to other plans?
You can compare Roofers Local 221 Pension Trust Fund against other Other plans on the plan type page, or view plans in Hawaii on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.