Defined Benefit (Pension) · DOL Form 5500 · 2022

United Union of Roofers - Local 8 Pension Fund - Board of Trustees Pension Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
1,193
Participants Near avg headcount
92nd
Percentile by assets National rank
$72,416
Avg per participant Below avg balance/head
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Official DOL plan name: United Union of Roofers - Local 8 Pension Fund · Sponsored by United Union of Roofers - Local 8 Pension Fund - Board of Trustees · New York · Other Services

$86M in assets, 1,193 participants

United Union of Roofers - Local 8 Pension Fund - Board of Trustees's United Union of Roofers - Local 8 Pension Fund reported $86M in total assets and 1,193 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,146 in Other Services (8,398 peers)

Where United Union of Roofers - Local 8 Pension Fund sits by assets

United Union of Roofers - Local 8 Pension Fund sits in the top 10% of all filed plans by assets, $86M for 1,193 participants (~$72,416/participant), down 8.1% in 2022.

#8,146
in Other Services (8,398 peers)
-8.1%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $7M 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 Pension Fund's outsized position by total assets

United Union of Roofers - Local 8 Pension Fund vs every filed plan by assets

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

$86,392,426 Top 8% higher than 92% 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

United Union of Roofers - Local 8 Pension 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 Pension Fund lands in the large band (1,193 participants).

DOL schedule card

Filing strip 116003399 · United Union of Roofers - Local 8 Pension Fund - Board of Trustees PY 2022 · Defined Benefit (Pension)

United Union of Roofers - Local 8 Pension Fund · $86M · 1,193 · 92nd

  • TYPE $86M
  • TYPE 1,193
  • TYPE 92nd
  • TYPE Defined Benefit (Pension)
  • TYPE near Cargill, Inc and Assoc. Co's Pension Plan for Production Employees
  • TYPE ind #8146

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 Pension Fund in the asset neighbourhood

Essendant Pension Plan$87MAmalgamated Transit Union Pension Plan for International Officers and EmployeesAmalgamated Transit Union Pe…$87MUnited Union of Roofers - Local 8 Pension FundUnited Union of Roofers - Lo…$86MCargill, Inc and Assoc. Co's Pension Plan for Production EmployeesCargill, Inc and Assoc. Co's…$86MDyno Nobel Inc. Defined Benefit Pension Plan IDyno Nobel Inc. Defined Bene…$86M
End-of-year total assets ($M) among United Union of Roofers - Local 8 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)$94M
Net Assets (End of Year)$86M
Net Income-$7M
Employer EIN116003399
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Union of Roofers - Local 8 Pension Fund - Board of Trustees)

Sponsor-wide plan assets over time

All United Union of Roofers - Local 8 Pension Fund - Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$120M 39.05726411711138% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $86.4M $120M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 1,193 $86M
2023 1 1,285 $101M
2024 1 1,292 $120M

Nearby Defined Benefit (Pension) Plans in New York

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

United Union of Roofers - Local 8 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants United Union of Roofers - Local 8 Pension Fund, Total assets ($B): 0.086392426 · Participants: 1193United Union of Roofers - Local 8 Pension FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
United Union of Roofers - Local 8 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare United Union of Roofers - Local 8 Pension Fund side-by-side with 3 peers →

United Union of Roofers - Local 8 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Cargill, Inc and Assoc. Co's Pension Plan for Production Employees in MN ($86M); by covered participants it is Smiths Group Pension Plan in DC (1,192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,193 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 United Union of Roofers - Local 8 Pension Fund assets move in 2022? ▼
United Union of Roofers - Local 8 Pension Fund pulled back noticeably - down 8.1% during 2022, from $94M to $86M. Reported net income was -$7M.
How have United Union of Roofers - Local 8 Pension Fund - Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Union of Roofers - Local 8 Pension Fund - Board of Trustees's sponsor-wide assets grew 39.1%, from $86M to $120M.
Where does United Union of Roofers - Local 8 Pension Fund rank by assets among Form 5500 filers? ▼
United Union of Roofers - Local 8 Pension Fund ranks in the 92nd 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 United Union of Roofers - Local 8 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cargill, Inc and Assoc. Co's Pension Plan for Production Employees in MN ($86M, 149 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Union of Roofers - Local 8 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Smiths Group Pension Plan in DC (1,192 participants, $240M 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 116003399.

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.