Money Purchase · DOL Form 5500 · 2022
Board of Trustees Local 154 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $27M
- Total assets
- 166
- Participants
- 82nd
- Percentile by assets
- $163,706
- Avg per participant
Official DOL plan name: United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund · Sponsored by Board of Trustees Local 154 Annuity Fund · New York · Construction
$27M in assets, 166 participants
Board of Trustees Local 154 Annuity Fund's United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund reported $27M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #8,008 in Construction (9,927 peers)
Coverage in New York
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund covers 166 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $27M.
- $27M
- total plan assets (2022 EOY)
- 166
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $163,706
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund reports 166 participants - about 21% of that state average ($27M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$4M |
| Employer EIN | 112644048 |
| Plan Effective Date | 1982-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 154 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $27M |
| 2023 | 1 | 183 | $32M |
| 2024 | 1 | 181 | $37M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund by total assets, not by location.
- B.P. Huddleston & Company Money Purchase Pension Plan (TX) $27M · 6
- Missouri Hospital Association Employees Pension Plan (MO) $27M · 110
- Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan (CA) $27M · 361
- East Bay Restaurant & Tavern Retirement Plan (CA) $27M · 754
Frequently Asked Questions
How did United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund assets move in 2022? ▼
How have Board of Trustees Local 154 Annuity Fund plan assets changed over time? ▼
Where does United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund? ▼
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Filing takeaways
Ways to act on United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund's numbers.
- By total assets, United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees Local 154 Annuity Fund's sponsor-wide assets have grown 35.0% since 2022 across 3 plan years on file. More Construction plans