Money Purchase · DOL Form 5500 · 2022

Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun Money Purchase Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
291
Participants Below avg headcount
73rd
Percentile by assets National rank
$52,505
Avg per participant Low balance/head
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Official DOL plan name: Roofers & Waterproofers Local 37 Annuity Fund · Sponsored by Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun · Pennsylvania · Construction

$15M in assets, 291 participants

Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun's Roofers & Waterproofers Local 37 Annuity Fund reported $15M in total assets and 291 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #7,213 in Construction (9,927 peers)

Coverage in Pennsylvania

Roofers & Waterproofers Local 37 Annuity Fund covers 291 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.

#7,213
in Construction (9,927 peers)
-20.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roofers & Waterproofers Local 37 Annuity Fund's outsized position by total assets

Roofers & Waterproofers Local 37 Annuity Fund vs every filed plan by assets

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

$15,279,023 Top 27% higher than 73% 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 & Waterproofers Local 37 Annuity 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 & Waterproofers Local 37 Annuity Fund sits mid-pack in the medium band (291 participants).

DOL schedule card

Filing strip 256145217 · Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun PY 2022 · Money Purchase

Roofers & Waterproofers Local 37 Annuity Fund · $15M · 291 · 73rd

  • EBSA $15M
  • EBSA 291
  • EBSA 73rd
  • EBSA Money Purchase
  • EBSA near Oxfam America Retirement Plan
  • EBSA ind #7213

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 Pennsylvania →

Roofers & Waterproofers Local 37 Annuity Fund in the asset neighbourhood

National Production Workers Union Severance Trust FundNational Production Workers …$15MRoofers & Waterproofers Local 37 Annuity FundRoofers & Waterproofers Loca…$15MOxfam America Retirement Plan$15MGrand Lake Mental Health Center Money Purchase PlanGrand Lake Mental Health Cen…$15MIla Warehouse Employees Pension FundIla Warehouse Employees Pens…$15M
End-of-year total assets ($M) among Roofers & Waterproofers Local 37 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN256145217
Plan Effective Date1970-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun)

Sponsor-wide plan assets over time

All Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun plans reported in each filing year

Latest sponsor-wide plan assets
$18M 19.252009765284075% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $15.3M $18.2M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 291 $15M
2023 1 285 $17M
2024 1 289 $18M

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Roofers & Waterproofers Local 37 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -50005001000 Total assets ($M) Participants Roofers & Waterproofers Local 37 Annuity Fund, Total assets ($M): 15.279023 · Participants: 291Roofers & Waterproofers Local 37 Annuity FundCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension Plan
Roofers & Waterproofers Local 37 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Roofers & Waterproofers Local 37 Annuity Fund side-by-side with 3 peers →

Roofers & Waterproofers Local 37 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Oxfam America Retirement Plan in MA ($15M); by covered participants it is Monroe Plumbers & Pipefitters Local 671 Retirement Plan and Trust in MI (290 participants). Same-state nearby plans are listed separately above.

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 & Waterproofers Local 37 Annuity Fund assets move in 2022? ▼
Roofers & Waterproofers Local 37 Annuity Fund declined sharply - down 20.8% during 2022, from $19M to $15M. Reported net income was -$4M.
How have Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun's sponsor-wide assets grew 19.3%, from $15M to $18M.
Which Money Purchase plans are similar in size to Roofers & Waterproofers Local 37 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Oxfam America Retirement Plan in MA ($15M, 242 participants).
Which Money Purchase plans cover a similar participant headcount to Roofers & Waterproofers Local 37 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Monroe Plumbers & Pipefitters Local 671 Retirement Plan and Trust in MI (290 participants, $50M 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 256145217.

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.