Defined Benefit (Pension) · DOL Form 5500 · 2022

Joint B. of Trustees of Local 522 Pension Fund Roofers Division Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
311
Participants Below avg headcount
84th
Percentile by assets National rank
$106,291
Avg per participant Below avg balance/head
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Official DOL plan name: Local 522 Pension Fund Roofers Division · Sponsored by Joint B. of Trustees of Local 522 Pension Fund Roofers Division · New York · Construction

$33M in assets, 311 participants

Joint B. of Trustees of Local 522 Pension Fund Roofers Division's Local 522 Pension Fund Roofers Division reported $33M in total assets and 311 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #8,218 in Construction (9,927 peers)

Coverage in New York

Local 522 Pension Fund Roofers Division covers 311 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $33M.

#8,218
in Construction (9,927 peers)
+8.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Local 522 Pension Fund Roofers Division's outsized position by total assets

Local 522 Pension Fund Roofers Division vs every filed plan by assets

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

$33,056,378 Top 16% higher than 84% 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

Local 522 Pension Fund Roofers Division 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. Local 522 Pension Fund Roofers Division sits mid-pack in the medium band (311 participants).

Published 5500 schedule card

Filing strip 116158900 · Joint B. of Trustees of Local 522 Pension Fund Roofers Division PY 2022 · Defined Benefit (Pension)

Local 522 Pension Fund Roofers Division · $33M · 311 · 84th

  • VS-ST $33M
  • VS-ST 311
  • VS-ST 84th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Oerlikon USA Holding, Inc. Pension Plan
  • VS-ST ind #8218

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 →

Local 522 Pension Fund Roofers Division in the asset neighbourhood

Ashtabula County Medical Center Retirement PlanAshtabula County Medical Cen…$33MPension Plan for Hourly Employees of True Temper Sports, Inc. Represented by the United Steelworkers of AmericaPension Plan for Hourly Empl…$33MLocal 522 Pension Fund Roofers DivisionLocal 522 Pension Fund Roofe…$33MOerlikon USA Holding, Inc. Pension PlanOerlikon USA Holding, Inc. P…$33MIBEW Local No. 32 - NECA Pension PlanIBEW Local No. 32 - NECA Pen…$33M
End-of-year total assets ($M) among Local 522 Pension Fund Roofers Division and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN116158900
Plan Effective Date1970-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint B. of Trustees of Local 522 Pension Fund Roofers Division)

Sponsor-wide plan assets over time

All Joint B. of Trustees of Local 522 Pension Fund Roofers Division plans reported in each filing year

Latest sponsor-wide plan assets
$41M 22.833756922794144% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.1M $40.6M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 311 $33M
2023 1 301 $37M
2024 1 313 $41M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 522 Pension Fund Roofers Division vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 522 Pension Fund Roofers Division, Total assets ($B): 0.033056378 · Participants: 311Local 522 Pension Fund Roofers DivisionIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Local 522 Pension Fund Roofers Division vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 522 Pension Fund Roofers Division side-by-side with 3 peers →

Local 522 Pension Fund Roofers Division's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Oerlikon USA Holding, Inc. Pension Plan in PA ($33M); by covered participants it is Retirement Plan for Employees of Carlisle LLC in AZ (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Local 522 Pension Fund Roofers Division assets move in 2022? ▼
Local 522 Pension Fund Roofers Division grew at a solid clip - up 8.0% during 2022, from $31M to $33M. Reported net income was $2M.
How have Joint B. of Trustees of Local 522 Pension Fund Roofers Division plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint B. of Trustees of Local 522 Pension Fund Roofers Division's sponsor-wide assets grew 22.8%, from $33M to $41M.
Where does Local 522 Pension Fund Roofers Division rank by assets among Form 5500 filers? ▼
Local 522 Pension Fund Roofers Division ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 522 Pension Fund Roofers Division? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oerlikon USA Holding, Inc. Pension Plan in PA ($33M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 522 Pension Fund Roofers Division? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Carlisle LLC in AZ (311 participants, $118M 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 116158900.

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.