Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees Local 154 Pension Fund Pension Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 156
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $172,733
- Avg per participant Above avg balance/head
Official DOL plan name: United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund · Sponsored by Board of Trustees Local 154 Pension Fund · New York · Construction
$27M in assets, 156 participants
Board of Trustees Local 154 Pension Fund's United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund reported $27M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #7,996 in Construction (9,927 peers)
Coverage in New York
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund covers 156 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $27M.
- #7,996
- in Construction (9,927 peers)
- -11.7%
- 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 Pension Fund's outsized position by total assets
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,946,368 Top 19% higher than 81% 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 Pension 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 Pension Fund sits mid-pack in the medium band (156 participants).
Plan-year Form 5500 strip
Filing strip 111982624 · Board of Trustees Local 154 Pension Fund PY 2022 · Defined Benefit (Pension)
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund · $27M · 156 · 81st
- BOOK $27M
- BOOK 156
- BOOK 81st
- BOOK Defined Benefit (Pension)
- BOOK near The Berkshire Gas Company Pension Plan for Union E
- BOOK ind #7996
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 Pension 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 | 111982624 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 154 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 154 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 19.742282150974855% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 156 | $27M |
| 2023 | 1 | 159 | $29M |
| 2024 | 1 | 166 | $32M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is The Berkshire Gas Company Pension Plan for Union E in CT ($27M); by covered participants it is Davis Wright Tremaine LLP Cash Balance Pension Plan in WA (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (156 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.