Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees- Roofers Local No. 9 Pension Fund Pension Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
203
Participants Below avg headcount
90th
Percentile by assets National rank
$309,647
Avg per participant High balance/head
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Official DOL plan name: Roofers Local No. 9 Pension Plan · Sponsored by Board of Trustees- Roofers Local No. 9 Pension Fund · Connecticut · Construction

$63M in assets, 203 participants

Board of Trustees- Roofers Local No. 9 Pension Fund's Roofers Local No. 9 Pension Plan reported $63M in total assets and 203 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,748 in Construction (9,927 peers)

Coverage in Connecticut

Roofers Local No. 9 Pension Plan covers 203 participants in Connecticut, about 28% of the average Connecticut filer (state average ~718 per filing). Assets: $63M.

#8,748
in Construction (9,927 peers)
-16.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Roofers Local No. 9 Pension Plan's outsized position by total assets

Roofers Local No. 9 Pension Plan vs every filed plan by assets

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

$62,858,338 Top 10% higher than 90% 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 Local No. 9 Pension Plan 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 Local No. 9 Pension Plan sits mid-pack in the medium band (203 participants).

EBSA filing schedule strip

Filing strip 066061612 · Board of Trustees- Roofers Local No. 9 Pension Fund PY 2022 · Defined Benefit (Pension)

Roofers Local No. 9 Pension Plan · $63M · 203 · 90th

  • NET $63M
  • NET 203
  • NET 90th
  • NET Defined Benefit (Pension)
  • NET near Elementis Global Career Reward Plan
  • NET ind #8748

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 Connecticut →

Roofers Local No. 9 Pension Plan in the asset neighbourhood

Roofers Local No. 9 Pension PlanRoofers Local No. 9 Pension …$63MElementis Global Career Reward PlanElementis Global Career Rewa…$63MRetirement Plan for Salaried Employees of Rayonier Inc.Retirement Plan for Salaried…$63MCentury Aluminum Sebree Hourly Pension PlanCentury Aluminum Sebree Hour…$63MSgl Group US Retirement Plan$63M
End-of-year total assets ($M) among Roofers Local No. 9 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

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

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

Sponsor-wide plan assets over time

All Board of Trustees- Roofers Local No. 9 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$74M 17.165924749712598% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $62.9M $73.7M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 203 $63M
2023 1 188 $68M
2024 1 188 $74M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Roofers Local No. 9 Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Roofers Local No. 9 Pension Plan, Total assets ($B): 0.062858338 · Participants: 203Roofers Local No. 9 Pension PlanGE Pension Plan, Total assets ($B): 45.011810846 · Participants: 24626GE Pension PlanRaytheon Company Pension Plan for Salaried Employees, Total assets ($B): 11.559983892 · Participants: 13495Raytheon Company Pension Plan for Salaried EmployeesThe Citigroup Pension Plan, Total assets ($B): 10.501575547 · Participants: 18484The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.933906102 · Participants: 4126Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.359687499 · Participants: 11471Retirement Plan for Employees of Aetna Inc.
Roofers Local No. 9 Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Roofers Local No. 9 Pension Plan side-by-side with 3 peers →

Roofers Local No. 9 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Elementis Global Career Reward Plan in NJ ($63M); by covered participants it is Seyfarth Shaw LLP Market-Based Pension Plan in IL (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Roofers Local No. 9 Pension Plan assets move in 2022? ▼
Roofers Local No. 9 Pension Plan declined sharply - down 16.4% during 2022, from $75M to $63M. Reported net income was -$12M.
How have Board of Trustees- Roofers Local No. 9 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees- Roofers Local No. 9 Pension Fund's sponsor-wide assets grew 17.2%, from $63M to $74M.
Where does Roofers Local No. 9 Pension Plan rank by assets among Form 5500 filers? ▼
Roofers Local No. 9 Pension Plan ranks in the 90th 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 Roofers Local No. 9 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Elementis Global Career Reward Plan in NJ ($63M, 46 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Local No. 9 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seyfarth Shaw LLP Market-Based Pension Plan in IL (203 participants, $41M 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 066061612.

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.