Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Roofers Local Union No. 86 Pension Fund Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
71
Participants Small participant base
71st
Percentile by assets National rank
$193,811
Avg per participant Above avg balance/head
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Official DOL plan name: Roofers Local No. 86 Pension Fund · Sponsored by Board of Trustees, Roofers Local Union No. 86 Pension Fund · Michigan · Construction

$14M in assets, 71 participants

Board of Trustees, Roofers Local Union No. 86 Pension Fund's Roofers Local No. 86 Pension Fund reported $14M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #7,016 in Construction (9,927 peers)

Board of Trustees, Roofers Local Union No. 86 Pension Fund multi-year trail

Board of Trustees, Roofers Local Union No. 86 Pension Fund's plans moved +23.6% in assets from 2022 to 2024; this filing shows Roofers Local No. 86 Pension Fund at $14M / 71 participants.

#7,016
in Construction (9,927 peers)
+0.9%
assets growth YoY

Roofers Local No. 86 Pension Fund's outsized position by total assets

Roofers Local No. 86 Pension Fund vs every filed plan by assets

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

$13,760,573 Top 29% higher than 71% 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 Local No. 86 Pension Fund among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofers Local No. 86 Pension Fund is a small filing (71 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 316127876 · Board of Trustees, Roofers Local Union No. 86 Pension Fund PY 2022 · Defined Benefit (Pension)

Roofers Local No. 86 Pension Fund · $14M · 71 · 71st

  • PHOTO $14M
  • IND 71
  • EOY 71st
  • 5500 Defined Benefit (Pension)
  • ASSETS near Princess House, Inc. Retirement Plan
  • PCT ind #7016

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 Local No. 86 Pension Fund in the asset neighbourhood

Farmers and Merchants Trust Company of Chambersburg Pension PlanFarmers and Merchants Trust …$14MRoofers Local No. 86 Pension FundRoofers Local No. 86 Pension…$14MPrincess House, Inc. Retirement PlanPrincess House, Inc. Retirem…$14MWashington Athletic Club Employees Retirement PlanWashington Athletic Club Emp…$14MCozen O'connor Cash Balance Plan BCozen O'connor Cash Balance …$14M
End-of-year total assets ($M) among Roofers Local No. 86 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Board of Trustees, Roofers Local Union No. 86 Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees, Roofers Local Union No. 86 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$17M 23.638492379641455% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $13.8M $17M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 71 $14M
2023 1 74 $15M
2024 1 94 $17M

Board of Trustees, Roofers Local Union No. 86 Pension Fund filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$145K
Employer EIN316127876
Plan Effective Date1964-05-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Roofers Local No. 86 Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Roofers Local No. 86 Pension Fund, Total assets ($B): 0.013760573 · Participants: 71Roofers Local No. 86 Pension FundGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pension Agreement
Roofers Local No. 86 Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Roofers Local No. 86 Pension Fund side-by-side with 3 peers →

Roofers Local No. 86 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Princess House, Inc. Retirement Plan in MA ($14M); by covered participants it is Pension Plan B of the American College of Physicians, Inc. in PA (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Local No. 86 Pension Fund assets move in 2022? ▼
Roofers Local No. 86 Pension Fund held essentially flat - up 0.9% during 2022, from $14M to $14M. Reported net income was $145K.
How have Board of Trustees, Roofers Local Union No. 86 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Roofers Local Union No. 86 Pension Fund's sponsor-wide assets grew 23.6%, from $14M to $17M.
Which Defined Benefit (Pension) plans are similar in size to Roofers Local No. 86 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Princess House, Inc. Retirement Plan in MA ($14M, 27 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Local No. 86 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan B of the American College of Physicians, Inc. in PA (71 participants, $54M 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 316127876.

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.