Profit Sharing · DOL Form 5500 · 2022
United Union of Roofers Local 8 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $156M
- Total assets Near avg plan size
- 1,795
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $87,005
- Avg per participant Below avg balance/head
Official DOL plan name: United Union of Roofers - Local 8 Annuity Fund · Sponsored by United Union of Roofers Local 8 Annuity Fund · New York · Other Services
$156M in assets, 1,795 participants
United Union of Roofers Local 8 Annuity Fund's United Union of Roofers - Local 8 Annuity Fund reported $156M in total assets and 1,795 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #8,260 in Other Services (8,398 peers)
Coverage in New York
United Union of Roofers - Local 8 Annuity Fund covers 1,795 participants in New York, 2.3x the typical New York plan (state average ~798 per filing). Assets: $156M.
- #8,260
- in Other Services (8,398 peers)
- -5.0%
- assets change YoY
- 1.6×
- 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.
United Union of Roofers - Local 8 Annuity Fund's outsized position by total assets
United Union of Roofers - Local 8 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$156,174,418 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
United Union of Roofers - Local 8 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. United Union of Roofers - Local 8 Annuity Fund lands in the large band (1,795 participants).
Form 5500 schedule snapshot
Filing strip 116011299 · United Union of Roofers Local 8 Annuity Fund PY 2022 · Profit Sharing
United Union of Roofers - Local 8 Annuity Fund · $156M · 1,795 · 95th
- EIN $156M
- EIN 1,795
- EIN 95th
- EIN Profit Sharing
- EIN near Iron Workers Defined Contribution Pension Fund Plan
- EIN ind #8260
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 Other Services retirement plans → · Plans in New York →
United Union of Roofers - Local 8 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $164M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | -$8M |
| Employer EIN | 116011299 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Union of Roofers Local 8 Annuity Fund)
Sponsor-wide plan assets over time
All United Union of Roofers Local 8 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $191M 22.413132988272125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,795 | $156M |
| 2023 | 1 | 1,823 | $171M |
| 2024 | 1 | 1,806 | $191M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
United Union of Roofers - Local 8 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Iron Workers Defined Contribution Pension Fund Plan in MI ($157M); by covered participants it is Botsford Hospital Defined Contribution Plan in MI (1,794 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,795 participants); asset peers above are excluded.
- Botsford Hospital Defined Contribution Plan (MI) 1,794 · 1 off
- Adventist Health System/West 403(b) ERISA Plan (CA) 1,792 · 3 off
- Chenega Corporation Fringe Retirement Plan (AK) 1,814 · 19 off
- Baxter Regional Medical Center 401(a) Plan (AR) 1,817 · 22 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.