Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Roofers Local No. 74/203 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
495
Participants Below avg headcount
59th
Percentile by assets National rank
$14,915
Avg per participant Low balance/head
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Official DOL plan name: Roofers Local No. 74/203 Annuity Plan · Sponsored by Board of Trustees Roofers Local No. 74/203 Annuity Fund · New York · Construction

$7M in assets, 495 participants

Board of Trustees Roofers Local No. 74/203 Annuity Fund's Roofers Local No. 74/203 Annuity Plan reported $7M in total assets and 495 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,780 in Construction (9,927 peers)

Board of Trustees Roofers Local No. 74/203 Annuity Fund multi-year trail

Board of Trustees Roofers Local No. 74/203 Annuity Fund's plans moved +28.7% in assets from 2022 to 2024; this filing shows Roofers Local No. 74/203 Annuity Plan at $7M / 495 participants.

#5,780
in Construction (9,927 peers)
+5.6%
assets growth YoY

Roofers Local No. 74/203 Annuity Plan's mid-pack asset rank among Construction and all filers

Roofers Local No. 74/203 Annuity Plan vs every filed plan by assets

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

$7,382,881 Top 41% higher than 59% 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. 74/203 Annuity Plan 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 Local No. 74/203 Annuity Plan sits mid-pack in the medium band (495 participants).

Form 5500 schedule snapshot

Filing strip 452840767 · Board of Trustees Roofers Local No. 74/203 Annuity Fund PY 2022 · Profit Sharing

Roofers Local No. 74/203 Annuity Plan · $7M · 495 · 59th

  • ASSETS $7M
  • ASSETS 495
  • ASSETS 59th
  • ASSETS Profit Sharing
  • ASSETS near Foundation for Blind Children 403(b) DC Plan
  • ASSETS ind #5780

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 New York →

Roofers Local No. 74/203 Annuity Plan in the asset neighbourhood

Joel Brodsky, Inc. Profit Sharing PlanJoel Brodsky, Inc. Profit Sh…$7MOm1, Inc. 401(k) Plan$7MRoofers Local No. 74/203 Annuity PlanRoofers Local No. 74/203 Ann…$7MFoundation for Blind Children 403(b) DC PlanFoundation for Blind Childre…$7MEvangelical Christian School Employees' Retirement PlanEvangelical Christian School…$7M
End-of-year total assets ($M) among Roofers Local No. 74/203 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Board of Trustees Roofers Local No. 74/203 Annuity Fund multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees Roofers Local No. 74/203 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.707004758711403% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.38M $9.5M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 495 $7M
2023 1 521 $9M
2024 1 561 $10M

Board of Trustees Roofers Local No. 74/203 Annuity Fund filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$381K
Employer EIN452840767
Plan Effective Date2011-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Roofers Local No. 74/203 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Roofers Local No. 74/203 Annuity Plan, Total assets ($B): 0.007382881 · Participants: 495Roofers Local No. 74/203 Annuity PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Roofers Local No. 74/203 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Roofers Local No. 74/203 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Foundation for Blind Children 403(b) DC Plan in AZ ($7M); by covered participants it is Hillcrest Educational Foundation, Inc. 403(b) Plan in MA (496 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (495 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. 74/203 Annuity Plan assets move in 2022?
Roofers Local No. 74/203 Annuity Plan grew at a solid clip - up 5.6% during 2022, from $7M to $7M. Reported net income was $381K.
How have Board of Trustees Roofers Local No. 74/203 Annuity Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Roofers Local No. 74/203 Annuity Fund's sponsor-wide assets grew 28.7%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Roofers Local No. 74/203 Annuity Plan?
Among Profit Sharing plans in other states, the closest by assets is Foundation for Blind Children 403(b) DC Plan in AZ ($7M, 129 participants).
Which Profit Sharing plans cover a similar participant headcount to Roofers Local No. 74/203 Annuity Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Hillcrest Educational Foundation, Inc. 403(b) Plan in MA (496 participants, $21M in assets).