Money Purchase · DOL Form 5500 · 2022
Union Roofers Supplemental Annuity Trust Fund Money Purchase Plan
Data updated 2026-08-11
- $40M
- Total assets
- 6,715
- Participants
- 86th
- Percentile by assets
- $6,019
- Avg per participant
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.
- 86th percentile by assets (of 139,126 plans)
- #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.
- $40M
- total plan assets (2022 EOY)
- 6,715
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $6,019
- avg assets per participant
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Union Roofers Supplemental Annuity Trust Fund reports 6,715 participants - 11x that state average ($40M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $3M |
| Employer EIN | 953070101 |
| Plan Effective Date | 1974-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Roofers Supplemental Annuity Trust Fund)
| 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
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Union Roofers Supplemental Annuity Trust Fund by total assets, not by location.
- National Hockey League Pension Plan for United States Off Ice Employees (NY) $40M · 211
- Unite Here! Local 54 Severance Fund (NJ) $41M · 7,408
- Millwrights Pension Plan (TX) $41M · 3,482
- Mid-South Regional Council Local 318 Money (TN) $41M · 529
Frequently Asked Questions
How did Union Roofers Supplemental Annuity Trust Fund assets move in 2022? ▼
How have Union Roofers Supplemental Annuity Trust Fund plan assets changed over time? ▼
Where does Union Roofers Supplemental Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Union Roofers Supplemental Annuity Trust Fund? ▼
Next read for Union Roofers Supplemental Annuity Trust…
Filing takeaways
Ways to act on Union Roofers Supplemental Annuity Trust Fund's numbers.
- By total assets, Union Roofers Supplemental Annuity Trust Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Union Roofers Supplemental Annuity Trust Fund's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Finance & Insurance plans