Defined Benefit (Pension) · DOL Form 5500 · 2022

Roofers Union Local No. 33 Pension Fund Trust Pension Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
500
Participants Below avg headcount
93rd
Percentile by assets National rank
$214,327
Avg per participant Above avg balance/head
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Official DOL plan name: Roofers Union Local No. 33 Pension Fund · Sponsored by Roofers Union Local No. 33 Pension Fund Trust · Massachusetts · Construction

$107M in assets, 500 participants

Roofers Union Local No. 33 Pension Fund Trust's Roofers Union Local No. 33 Pension Fund reported $107M in total assets and 500 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #9,120 in Construction (9,927 peers)

Where Roofers Union Local No. 33 Pension Fund sits by assets

Roofers Union Local No. 33 Pension Fund sits in the top 10% of all filed plans by assets, $107M for 500 participants (~$214,327/participant), down 12.1% in 2022.

#9,120
in Construction (9,927 peers)
-12.1%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roofers Union Local No. 33 Pension Fund's outsized position by total assets

Roofers Union Local No. 33 Pension Fund vs every filed plan by assets

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

$107,163,708 Top 7% higher than 93% 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 No. 33 Pension 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 Union Local No. 33 Pension Fund sits mid-pack in the medium band (500 participants).

Plan-year Form 5500 strip

Filing strip 042228135 · Roofers Union Local No. 33 Pension Fund Trust PY 2022 · Defined Benefit (Pension)

Roofers Union Local No. 33 Pension Fund · $107M · 500 · 93rd

  • NET $107M
  • NET 500
  • NET 93rd
  • NET Defined Benefit (Pension)
  • NET near Gray Television, Inc. Retirement Plan
  • NET ind #9120

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 Massachusetts →

Roofers Union Local No. 33 Pension Fund in the asset neighbourhood

Education Minnesota Employees Pension PlanEducation Minnesota Employee…$107MPan-American Life Insurance Company Employees ' Retirement Benefit PlanPan-American Life Insurance …$107MGray Television, Inc. Retirement PlanGray Television, Inc. Retire…$107MRoofers Union Local No. 33 Pension FundRoofers Union Local No. 33 P…$107MVassar Brothers Hospital Pension PlanVassar Brothers Hospital Pen…$107M
End-of-year total assets ($M) among Roofers Union Local No. 33 Pension 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)$122M
Net Assets (End of Year)$107M
Net Income-$15M
Employer EIN042228135
Plan Effective Date1957-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roofers Union Local No. 33 Pension Fund Trust)

Sponsor-wide plan assets over time

All Roofers Union Local No. 33 Pension Fund Trust plans reported in each filing year

Latest sponsor-wide plan assets
$139M 29.94321361108557% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $107M $139M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 500 $107M
2023 1 516 $122M
2024 1 523 $139M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Roofers Union Local No. 33 Pension Fund vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Roofers Union Local No. 33 Pension Fund, Total assets ($B): 0.107163708 · Participants: 500Roofers Union Local No. 33 Pension FundConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Roofers Union Local No. 33 Pension Fund vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Roofers Union Local No. 33 Pension Fund side-by-side with 3 peers →

Roofers Union Local No. 33 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Gray Television, Inc. Retirement Plan in GA ($107M); by covered participants it is Non-Contributory Pension Plan for Certain Employees of Yokohama Tire Corporation in Salem, Virginia in VA (500 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (500 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 No. 33 Pension Fund assets move in 2022? ▼
Roofers Union Local No. 33 Pension Fund pulled back noticeably - down 12.1% during 2022, from $122M to $107M. Reported net income was -$15M.
How have Roofers Union Local No. 33 Pension Fund Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roofers Union Local No. 33 Pension Fund Trust's sponsor-wide assets grew 29.9%, from $107M to $139M.
Where does Roofers Union Local No. 33 Pension Fund rank by assets among Form 5500 filers? ▼
Roofers Union Local No. 33 Pension Fund ranks in the 93rd 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 Defined Benefit (Pension) plans are similar in size to Roofers Union Local No. 33 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gray Television, Inc. Retirement Plan in GA ($107M, 846 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Union Local No. 33 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Non-Contributory Pension Plan for Certain Employees of Yokohama Tire Corporation in Salem, Virginia in VA (500 participants, $152M 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 042228135.

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.