Profit Sharing · DOL Form 5500 · 2022
United Union of Roofers Local 8 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $156M
- Total assets
- 1,795
- Participants
- 95th
- Percentile by assets
- $87,005
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $156M
- total plan assets (2022 EOY)
- 1,795
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $87,005
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. United Union of Roofers - Local 8 Annuity Fund reports 1,795 participants - 2.3x that state average ($156M EOY assets).
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)
| 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.
United Union of Roofers - Local 8 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to United Union of Roofers - Local 8 Annuity Fund by total assets, not by location.
Frequently Asked Questions
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How have United Union of Roofers Local 8 Annuity Fund plan assets changed over time? ▼
Where does United Union of Roofers - Local 8 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to United Union of Roofers - Local 8 Annuity Fund? ▼
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Filing takeaways
Ways to act on United Union of Roofers - Local 8 Annuity Fund's numbers.
- By total assets, United Union of Roofers - Local 8 Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- United Union of Roofers Local 8 Annuity Fund's sponsor-wide assets have grown 22.4% since 2022 across 3 plan years on file. More Other Services plans