Other
2022 plan-year Other DOL Form 5500

Roofers Local No. 9 Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees- Roofers Local No. 9 Pension Fund · Connecticut · Construction

What the 2023 filing shows

Roofers Local No. 9 Pension Plan holds $63M for 203 participants — about $309,647 per participant, down 16.4% over the 2022 plan year.

$63M
total plan assets (2022 EOY)
203
covered participants
$309,647
avg assets per participant
-16.4%
assets change YoY

The plan reported a net loss of $12M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$63M
Participants
203
State
Industry
Construction

What the Filing Says About Roofers Local No. 9 Pension Plan

Roofers Local No. 9 Pension Plan is a Other retirement plan sponsored by Board of Trustees- Roofers Local No. 9 Pension Fund, headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $63M in total end-of-year assets and covers 203 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 066061612, and the plan has been effective since 1958-10-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $75M at the beginning of 2022 to $63M at year-end — a decline of 16.4%. Net assets (after liabilities) closed the year at $63M, with reported net income of $-12,315,711 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$75M
Total Assets (End of Year)$63M
Net Assets (End of Year)$63M
Net Income$-12,315,711
Plan TypeOther
Employer EIN066061612
Plan Effective Date1958-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees- Roofers Local No. 9 Pension Fund)

Year Plans Participants Total Assets
2022 1 203 $63M
2023 1 188 $68M
2024 1 188 $74M

Nearby Other Plans in Connecticut

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Roofers Local No. 9 Pension Plan?
As of the 2022 Form 5500 filing, Roofers Local No. 9 Pension Plan holds $63M in total assets with 203 participants. It is sponsored by Board of Trustees- Roofers Local No. 9 Pension Fund.
What type of plan is Roofers Local No. 9 Pension Plan?
Roofers Local No. 9 Pension Plan is a Other plan. It has been effective since 1958-10-15. The plan is filed with the U.S. Department of Labor under EIN 066061612.
Who sponsors the Roofers Local No. 9 Pension Plan?
Roofers Local No. 9 Pension Plan is sponsored by Board of Trustees- Roofers Local No. 9 Pension Fund, located in Connecticut. The sponsor's EIN is 066061612 and the plan operates in the Construction industry.
How did Roofers Local No. 9 Pension Plan perform in 2022?
Roofers Local No. 9 Pension Plan declined by 16.4% during 2022, moving from $75M to $63M in total assets. Net income was $-12,315,711.
Where can I find official filings for Roofers Local No. 9 Pension Plan?
Official Form 5500 filings for Roofers Local No. 9 Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 066061612 or plan name at efast.dol.gov.
How does Roofers Local No. 9 Pension Plan compare to other plans?
You can compare Roofers Local No. 9 Pension Plan against other Other plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 066061612.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.