Money Purchase · DOL Form 5500 · 2022

Union Roofers Supplemental Annuity Trust Fund Money Purchase Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
6,715
Participants Above avg headcount
86th
Percentile by assets National rank
$6,019
Avg per participant Low balance/head
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Official DOL plan name: Union Roofers Supplemental Annuity Trust Fund · Sponsored by Union Roofers Supplemental Annuity Trust Fund · California · Finance & Insurance

$40M in assets, 6,715 participants

Union Roofers Supplemental Annuity Trust Fund's Union Roofers Supplemental Annuity Trust Fund reported $40M in total assets and 6,715 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,200 in Finance & Insurance (9,261 peers)

Coverage in California

Union Roofers Supplemental Annuity Trust Fund covers 6,715 participants in California, 11x the typical California plan (state average ~630 per filing). Assets: $40M.

#7,200
in Finance & Insurance (9,261 peers)
+7.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Union Roofers Supplemental Annuity Trust Fund's outsized position by total assets

Union Roofers Supplemental Annuity Trust Fund vs every filed plan by assets

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

$40,415,208 Top 14% higher than 86% 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

Union Roofers Supplemental Annuity Trust Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Roofers Supplemental Annuity Trust Fund lands in the large band (6,715 participants).

Plan-year Form 5500 strip

Filing strip 953070101 · Union Roofers Supplemental Annuity Trust Fund PY 2022 · Money Purchase

Union Roofers Supplemental Annuity Trust Fund · $40M · 6,715 · 86th

  • PART $40M
  • TYPE 6,715
  • NET 86th
  • BOOK Money Purchase
  • VS-ST near National Hockey League Pension Plan for United States Off Ice Employees
  • BOY ind #7200

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 California →

Union Roofers Supplemental Annuity Trust Fund in the asset neighbourhood

Mid-South Regional Council Local 318 MoneyMid-South Regional Council L…$41MMillwrights Pension Plan$41MUnite Here! Local 54 Severance FundUnite Here! Local 54 Severan…$41MUnion Roofers Supplemental Annuity Trust FundUnion Roofers Supplemental A…$40MNational Hockey League Pension Plan for United States Off Ice EmployeesNational Hockey League Pensi…$40M
End-of-year total assets ($M) among Union Roofers Supplemental Annuity Trust Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$40M
Net Income$3M
Employer EIN953070101
Plan Effective Date1974-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Roofers Supplemental Annuity Trust Fund)

Sponsor-wide plan assets over time

All Union Roofers Supplemental Annuity Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$53M 32.28041285844675% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.4M $53.5M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 6,715 $40M
2023 1 5,358 $48M
2024 1 5,782 $53M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Union Roofers Supplemental Annuity Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Union Roofers Supplemental Annuity Trust Fund, Total assets ($B): 0.040415208 · Participants: 6715Union Roofers Supplemental Annuity Trust FundThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Union Roofers Supplemental Annuity Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants
Compare Union Roofers Supplemental Annuity Trust Fund side-by-side with 3 peers →

Union Roofers Supplemental Annuity Trust Fund's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is National Hockey League Pension Plan for United States Off Ice Employees in NY ($40M); by covered participants it is Southeast Laborers Supplemental Pension Fund in TN (6,794 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,715 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 Union Roofers Supplemental Annuity Trust Fund assets move in 2022? ▼
Union Roofers Supplemental Annuity Trust Fund grew at a solid clip - up 7.1% during 2022, from $38M to $40M. Reported net income was $3M.
How have Union Roofers Supplemental Annuity Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Roofers Supplemental Annuity Trust Fund's sponsor-wide assets grew 32.3%, from $40M to $53M.
Where does Union Roofers Supplemental Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Union Roofers Supplemental Annuity Trust Fund ranks in the 86th 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 Money Purchase plans are similar in size to Union Roofers Supplemental Annuity Trust Fund? ▼
Among Money Purchase plans in other states, the closest by assets is National Hockey League Pension Plan for United States Off Ice Employees in NY ($40M, 211 participants).
Which Money Purchase plans cover a similar participant headcount to Union Roofers Supplemental Annuity Trust Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Southeast Laborers Supplemental Pension Fund in TN (6,794 participants, $35M 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 953070101.

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.