Profit Sharing · DOL Form 5500 · 2022

Joint Board of Trustees Roofers Union Local 30 Profit Sharing Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
2,216
Participants Above avg headcount
92nd
Percentile by assets National rank
$43,020
Avg per participant Low balance/head
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Official DOL plan name: Roofers Union Local 30 Combined Annuity Fund · Sponsored by Joint Board of Trustees Roofers Union Local 30 · Michigan · Construction

$95M in assets, 2,216 participants

Joint Board of Trustees Roofers Union Local 30's Roofers Union Local 30 Combined Annuity Fund reported $95M in total assets and 2,216 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #9,056 in Construction (9,927 peers)

Coverage in Michigan

Roofers Union Local 30 Combined Annuity Fund covers 2,216 participants in Michigan, 3.5x the typical Michigan plan (state average ~638 per filing). Assets: $95M.

#9,056
in Construction (9,927 peers)
-8.8%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roofers Union Local 30 Combined Annuity Fund's outsized position by total assets

Roofers Union Local 30 Combined Annuity Fund vs every filed plan by assets

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

$95,331,995 Top 8% higher than 92% 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 Union Local 30 Combined Annuity Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofers Union Local 30 Combined Annuity Fund lands in the large band (2,216 participants).

Plan-year Form 5500 strip

Filing strip 232567112 · Joint Board of Trustees Roofers Union Local 30 PY 2022 · Profit Sharing

Roofers Union Local 30 Combined Annuity Fund · $95M · 2,216 · 92nd

  • PCT $95M
  • EIN 2,216
  • RANK 92nd
  • PHOTO Profit Sharing
  • IND near Operative Plasterers and Cement Masons Profit Sharing Annuity Plan
  • EOY ind #9056

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 Michigan →

Roofers Union Local 30 Combined Annuity Fund in the asset neighbourhood

Schiff Hardin LLP Professional Retirement Plan ISchiff Hardin LLP Profession…$96MTexas Biomedical Research Institute Retirement PlanTexas Biomedical Research In…$96MRoofers Union Local 30 Combined Annuity FundRoofers Union Local 30 Combi…$95MOperative Plasterers and Cement Masons Profit Sharing Annuity PlanOperative Plasterers and Cem…$95MFirsthealth of the Carolinas, Inc. Retirement Growth PlanFirsthealth of the Carolinas…$95M
End-of-year total assets ($M) among Roofers Union Local 30 Combined Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$95M
Net Income-$9M
Employer EIN232567112
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees Roofers Union Local 30)

Sponsor-wide plan assets over time

All Joint Board of Trustees Roofers Union Local 30 plans reported in each filing year

Latest sponsor-wide plan assets
$112M 17.3735271143754% vs 2022
2024 filing year
$90M$95M$100M$105M$110M$115M 202220232024 $95.3M $112M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 2,216 $95M
2023 1 2,061 $106M
2024 1 2,045 $112M

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Roofers Union Local 30 Combined Annuity Fund vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 00.511.52 Total assets ($B) Participants Roofers Union Local 30 Combined Annuity Fund, Total assets ($B): 0.095331995 · Participants: 2216Roofers Union Local 30 Combined Annuity FundHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.562673044 · Participants: 15480Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.474769731 · Participants: 10395Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.370960232 · Participants: 8330Ohio Carpenters' Annuity PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.247597207 · Participants: 1286IBEW Local 150 Supplemental Pension FundHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.233598708 · Participants: 687Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan
Roofers Union Local 30 Combined Annuity Fund vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Roofers Union Local 30 Combined Annuity Fund side-by-side with 3 peers →

Roofers Union Local 30 Combined Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Operative Plasterers and Cement Masons Profit Sharing Annuity Plan in OH ($95M); by covered participants it is National Church Residences 3-4-5 401(a) Retirement Plan in OH (2,218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,216 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 Union Local 30 Combined Annuity Fund assets move in 2022? ▼
Roofers Union Local 30 Combined Annuity Fund pulled back noticeably - down 8.8% during 2022, from $105M to $95M. Reported net income was -$9M.
How have Joint Board of Trustees Roofers Union Local 30 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees Roofers Union Local 30's sponsor-wide assets grew 17.4%, from $95M to $112M.
Where does Roofers Union Local 30 Combined Annuity Fund rank by assets among Form 5500 filers? ▼
Roofers Union Local 30 Combined Annuity Fund ranks in the 92nd 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 Profit Sharing plans are similar in size to Roofers Union Local 30 Combined Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Operative Plasterers and Cement Masons Profit Sharing Annuity Plan in OH ($95M, 1,433 participants).
Which Profit Sharing plans cover a similar participant headcount to Roofers Union Local 30 Combined Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is National Church Residences 3-4-5 401(a) Retirement Plan in OH (2,218 participants, $46M 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 232567112.

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.