401(k)
2022 plan-year 401(k) DOL Form 5500

ROOFERS LOCAL 195 ANNUITY FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ROOFERS LOCAL 195 ANNUITY FUND

This 401(k) plan holds $10M in total assets and serves 197 participants as of 2022. It is sponsored by ROOFERS LOCAL 195 ANNUITY FUND in New York. The plan reported positive net income of $782K for the year.

Total Assets (2023)
$10M
Participants
197
State
Industry
Construction

What the Filing Says About ROOFERS LOCAL 195 ANNUITY FUND

ROOFERS LOCAL 195 ANNUITY FUND is a 401(k) retirement plan sponsored by ROOFERS LOCAL 195 ANNUITY FUND, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 197 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 141721374, and the plan has been effective since 1989-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2022 to $10M at year-end — a gain of 8.5%. Net assets (after liabilities) closed the year at $10M, with reported net income of $782K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$782K
Plan Type401(k)
Employer EIN141721374
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ROOFERS LOCAL 195 ANNUITY FUND)

Year Plans Participants Total Assets
2022 1 197 $10M
2023 1 207 $10M
2024 1 205 $11M

Nearby 401(k) Plans in New York

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Frequently Asked Questions

How much money is in the ROOFERS LOCAL 195 ANNUITY FUND?
As of the 2022 Form 5500 filing, ROOFERS LOCAL 195 ANNUITY FUND holds $10M in total assets with 197 participants. It is sponsored by ROOFERS LOCAL 195 ANNUITY FUND.
What type of plan is ROOFERS LOCAL 195 ANNUITY FUND?
ROOFERS LOCAL 195 ANNUITY FUND is a 401(k) plan. It has been effective since 1989-07-01. The plan is filed with the U.S. Department of Labor under EIN 141721374.
Who sponsors the ROOFERS LOCAL 195 ANNUITY FUND?
ROOFERS LOCAL 195 ANNUITY FUND is sponsored by ROOFERS LOCAL 195 ANNUITY FUND, located in New York. The sponsor's EIN is 141721374 and the plan operates in the Construction industry.
How did ROOFERS LOCAL 195 ANNUITY FUND perform in 2022?
ROOFERS LOCAL 195 ANNUITY FUND grew by 8.5% during 2022, moving from $9M to $10M in total assets. Net income was $782K.
Where can I find official filings for ROOFERS LOCAL 195 ANNUITY FUND?
Official Form 5500 filings for ROOFERS LOCAL 195 ANNUITY FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 141721374 or plan name at efast.dol.gov.
How does ROOFERS LOCAL 195 ANNUITY FUND compare to other plans?
You can compare ROOFERS LOCAL 195 ANNUITY FUND against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 141721374.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.