Profit Sharing · DOL Form 5500 · 2022

Trustees of Roofers Local No. 96 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
1,063
Participants Near avg headcount
91st
Percentile by assets National rank
$66,108
Avg per participant Below avg balance/head
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Official DOL plan name: Roofers Local No. 96 Annuity Fund · Sponsored by Trustees of Roofers Local No. 96 Annuity Fund · Minnesota · Manufacturing

$70M in assets, 1,063 participants

Trustees of Roofers Local No. 96 Annuity Fund's Roofers Local No. 96 Annuity Fund reported $70M in total assets and 1,063 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #17,699 in Manufacturing (20,602 peers)

Where Roofers Local No. 96 Annuity Fund sits by assets

Roofers Local No. 96 Annuity Fund sits in the top 10% of all filed plans by assets, $70M for 1,063 participants (~$66,108/participant), down 16.7% in 2022.

#17,699
in Manufacturing (20,602 peers)
-16.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roofers Local No. 96 Annuity Fund's outsized position by total assets

Roofers Local No. 96 Annuity Fund vs every filed plan by assets

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

$70,272,725 Top 9% higher than 91% 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 No. 96 Annuity Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofers Local No. 96 Annuity Fund lands in the large band (1,063 participants).

EBSA filing schedule strip

Filing strip 237452584 · Trustees of Roofers Local No. 96 Annuity Fund PY 2022 · Profit Sharing

Roofers Local No. 96 Annuity Fund · $70M · 1,063 · 91st

  • BOY $70M
  • BOY 1,063
  • BOY 91st
  • BOY Profit Sharing
  • BOY near Claxton-Hepburn Medical Center 403b Retirement Plan
  • BOY ind #17699

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 Manufacturing retirement plans → · Plans in Minnesota →

Roofers Local No. 96 Annuity Fund in the asset neighbourhood

Sheet Metal Workers Local 22 - Annuity FundSheet Metal Workers Local 22…$71MClaxton-Hepburn Medical Center 403b Retirement PlanClaxton-Hepburn Medical Cent…$71MRoofers Local No. 96 Annuity FundRoofers Local No. 96 Annuity…$70MThe American University in Cairo Custodial Retirement PlanThe American University in C…$70MPainting Industry Profit Sharing Annuity PlanPainting Industry Profit Sha…$70M
End-of-year total assets ($M) among Roofers Local No. 96 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$70M
Net Income-$14M
Employer EIN237452584
Plan Effective Date1982-06-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Roofers Local No. 96 Annuity Fund)

Sponsor-wide plan assets over time

All Trustees of Roofers Local No. 96 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$91M 29.73779656331813% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70.3M $91.2M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 1,063 $70M
2023 1 1,073 $82M
2024 1 1,062 $91M

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Roofers Local No. 96 Annuity Fund vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -0.500.511.52 Total assets ($B) Participants Roofers Local No. 96 Annuity Fund, Total assets ($B): 0.070272725 · Participants: 1063Roofers Local No. 96 Annuity FundEssentia Health Retirement Plan, Total assets ($B): 1.61318726 · Participants: 14444Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.394999238 · Participants: 6268Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.846612268 · Participants: 10170Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.542260343 · Participants: 5177Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.397133832 · Participants: 18794Cargill Employee Retirement Account Plan
Roofers Local No. 96 Annuity Fund vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Roofers Local No. 96 Annuity Fund side-by-side with 3 peers →

Roofers Local No. 96 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Claxton-Hepburn Medical Center 403b Retirement Plan in NY ($71M); by covered participants it is Bricklayers of Indiana Retirement Plan in IN (1,064 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,063 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 No. 96 Annuity Fund assets move in 2022? ▼
Roofers Local No. 96 Annuity Fund declined sharply - down 16.7% during 2022, from $84M to $70M. Reported net income was -$14M.
How have Trustees of Roofers Local No. 96 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Roofers Local No. 96 Annuity Fund's sponsor-wide assets grew 29.7%, from $70M to $91M.
Where does Roofers Local No. 96 Annuity Fund rank by assets among Form 5500 filers? ▼
Roofers Local No. 96 Annuity Fund ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Roofers Local No. 96 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Claxton-Hepburn Medical Center 403b Retirement Plan in NY ($71M, 801 participants).
Which Profit Sharing plans cover a similar participant headcount to Roofers Local No. 96 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bricklayers of Indiana Retirement Plan in IN (1,064 participants, $146M 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 237452584.

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.