Profit Sharing · DOL Form 5500 · 2022
Joint Board of Trustees Roofers Union Local 30 Profit Sharing Plan
Data updated 2026-08-11
- $95M
- Total assets
- 2,216
- Participants
- 92nd
- Percentile by assets
- $43,020
- Avg per participant
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.
- 92nd percentile by assets (of 139,126 plans)
- #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.
- $95M
- total plan assets (2022 EOY)
- 2,216
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $43,020
- avg assets per participant
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.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Roofers Union Local 30 Combined Annuity Fund reports 2,216 participants - 3.5x that state average ($95M EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $95M |
| Net Income | -$9M |
| Employer EIN | 232567112 |
| Plan Effective Date | 1989-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees Roofers Union Local 30)
| 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
- Henry Ford Health System Retirement Savings Plan $1.6B · 15,480
- Construction Industry Retirement Fund of Rockford $475M · 10,395
- Ohio Carpenters' Annuity Plan $371M · 8,330
- IBEW Local 150 Supplemental Pension Fund $248M · 1,286
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $234M · 687
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Roofers Union Local 30 Combined Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did Roofers Union Local 30 Combined Annuity Fund assets move in 2022? ▼
How have Joint Board of Trustees Roofers Union Local 30 plan assets changed over time? ▼
Where does Roofers Union Local 30 Combined Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Roofers Union Local 30 Combined Annuity Fund? ▼
Next read for Roofers Union Local 30 Combined Annuity …
Filing takeaways
Ways to act on Roofers Union Local 30 Combined Annuity Fund's numbers.
- By total assets, Roofers Union Local 30 Combined Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Michigan. Compare plans
- Joint Board of Trustees Roofers Union Local 30's sponsor-wide assets have grown 17.4% since 2022 across 3 plan years on file. More Construction plans