Defined Benefit (Pension) · DOL Form 5500 · 2022
Joint Board of Trustees Roofers Local Union 30 Pension Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 794
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $178,776
- Avg per participant Above avg balance/head
Official DOL plan name: Roofers Union Local 30 Combined Pension Fund · Sponsored by Joint Board of Trustees Roofers Local Union 30 · Michigan · Finance & Insurance
$142M in assets, 794 participants
Joint Board of Trustees Roofers Local Union 30's Roofers Union Local 30 Combined Pension Fund reported $142M in total assets and 794 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #8,406 in Finance & Insurance (9,261 peers)
Where Roofers Union Local 30 Combined Pension Fund sits by assets
Roofers Union Local 30 Combined Pension Fund sits in the top 10% of all filed plans by assets, $142M for 794 participants (~$178,776/participant), down 15.0% in 2022.
- #8,406
- in Finance & Insurance (9,261 peers)
- -15.0%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Roofers Union Local 30 Combined Pension Fund's outsized position by total assets
Roofers Union Local 30 Combined Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$141,948,440 Top 6% higher than 94% 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
Roofers Union Local 30 Combined 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. Roofers Union Local 30 Combined Pension Fund sits mid-pack in the medium band (794 participants).
Plan-year Form 5500 strip
Filing strip 236289069 · Joint Board of Trustees Roofers Local Union 30 PY 2022 · Defined Benefit (Pension)
Roofers Union Local 30 Combined Pension Fund · $142M · 794 · 94th
- SCH $142M
- SCH 794
- SCH 94th
- SCH Defined Benefit (Pension)
- SCH near Sbera Pension Plan as Adopted by Middlesex Savings Bank
- SCH ind #8406
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 Finance & Insurance retirement plans → · Plans in Michigan →
Roofers Union Local 30 Combined Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $167M |
|---|---|
| Net Assets (End of Year) | $141M |
| Net Income | -$25M |
| Employer EIN | 236289069 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees Roofers Local Union 30)
Sponsor-wide plan assets over time
All Joint Board of Trustees Roofers Local Union 30 plans reported in each filing year
- Latest sponsor-wide plan assets
- $171M 20.70217045005919% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 794 | $142M |
| 2023 | 1 | 769 | $157M |
| 2024 | 1 | 759 | $171M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $40.2B · 18,766
- Ford Motor Company UAW Retirement Plan $19.3B · 27,567
- Ford Motor Company General Retirement Plan $13.4B · 11,760
- Dow Employees' Pension Plan $13.0B · 13,759
- Fca US LLC UAW Pension Agreement $8.6B · 14,563
Roofers Union Local 30 Combined Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Middlesex Savings Bank in MA ($142M); by covered participants it is Stanford University Staff Retirement Annuity Plan in CA (794 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Sbera Pension Plan as Adopted by Middlesex Savings Bank (MA) $142M · 407
- Acco Brands Corporation Pension Plan (IL) $142M · 574
- Oshkosh Corporation Hourly Employees' Retirement Plan (WI) $142M · 1,248
- Cablevision Cash Balance Pension Plan (NY) $142M · 2,249
Similar participant headcount
Nearest other-state filings by covered participants (794 participants); asset peers above are excluded.
- Stanford University Staff Retirement Annuity Plan (CA) 794 · 0 off
- Cit Group, Inc. Retirement Plan (NC) 794 · 0 off
- Retirement Plan for Hourly Paid Employees of Gaf Materials LLC (NJ) 796 · 2 off
- Kaiser Aluminum Warrick Pension Plan (TN) 792 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.