Money Purchase · DOL Form 5500 · 2022
Board of Trustees Local 154 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 166
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $163,706
- Avg per participant Above avg balance/head
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.
- #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.
- #8,008
- in Construction (9,927 peers)
- -12.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund's outsized position by total assets
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,175,259 Top 18% higher than 82% of 139,123 filed plans
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, Waterproofers & Allied Workers, Local 154 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. United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund sits mid-pack in the medium band (166 participants).
Plan-year Form 5500 strip
Filing strip 112644048 · Board of Trustees Local 154 Annuity Fund PY 2022 · Money Purchase
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund · $27M · 166 · 82nd
- RANK $27M
- PHOTO 166
- IND 82nd
- EOY Money Purchase
- 5500 near B.P. Huddleston & Company Money Purchase Pension Plan
- ASSETS ind #8008
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 New York →
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Local 154 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 34.98419647076776% vs 2022
- 2024 filing year
| 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.
- 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
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is B.P. Huddleston & Company Money Purchase Pension Plan in TX ($27M); by covered participants it is Service Employees Intl Union Local 2000 Pension Fund in MO (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.
- Service Employees Intl Union Local 2000 Pension Fund (MO) 165 · 1 off
- Drexel Chemical Company Money Purchase Pension Plan and Trust (TN) 168 · 2 off
- Self-Help, Inc. Pension Plan (MA) 168 · 2 off
- Kern Oil & Refining Company Pension Plan (CA) 168 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.