Profit Sharing · DOL Form 5500 · 2023
Composition Roofers Local #4 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 141
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $160,661
- Avg per participant Above avg balance/head
Official DOL plan name: Composition Roofers #4 Annuity Fund · Sponsored by Composition Roofers Local #4 Annuity Fund · New Jersey · Other Services
$23M in assets, 141 participants
Composition Roofers Local #4 Annuity Fund's Composition Roofers #4 Annuity Fund reported $23M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #6,800 in Other Services (7,857 peers)
Coverage in New Jersey
Composition Roofers #4 Annuity Fund covers 141 participants in New Jersey, about 17% of the average New Jersey filer (state average ~844 per filing). Assets: $23M.
- #6,800
- in Other Services (7,857 peers)
- -6.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Composition Roofers #4 Annuity Fund's outsized position by total assets
Composition Roofers #4 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,653,218 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Composition Roofers #4 Annuity Fund among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Composition Roofers #4 Annuity Fund sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Composition Roofers #4 Annuity Fund reported participants fell from 164 in the plan year 2022 filing to 141 in the plan year 2023 filing.
- Composition Roofers #4 Annuity Fund end-of-year assets fell from $24M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 222405101 · Composition Roofers Local #4 Annuity Fund PY 2023 · Profit Sharing
Composition Roofers #4 Annuity Fund · $23M · 141 · 75th
- VS-ST $23M
- BOY 141
- SCH 75th
- EBSA Profit Sharing
- PART near Francis Realty Inc Profit Sharing Plan
- TYPE ind #6800
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 Other Services retirement plans → · Plans in New Jersey →
Composition Roofers #4 Annuity Fund in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$2M |
| Employer EIN | 222405101 |
| Plan Effective Date | 1981-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Composition Roofers Local #4 Annuity Fund)
Sponsor-wide plan assets over time
All Composition Roofers Local #4 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 12.69386600670861% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 164 | $24M |
| 2023 | 1 | 141 | $23M |
| 2024 | 1 | 150 | $21M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Composition Roofers #4 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Francis Realty Inc Profit Sharing Plan in CA ($23M); by covered participants it is Spectraforce Retirement Plan Pr in PR (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Francis Realty Inc Profit Sharing Plan (CA) $23M · 17
- National Trust for Historic Preservation in the US 403(b) Plan (DC) $23M · 312
- Bac Local 5 New York Annuity Plan (NY) $23M · 1,438
- I.B.E.W. Local 139 Annuity Plan (NY) $23M · 232
Similar participant headcount
Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.
- Spectraforce Retirement Plan Pr (PR) 141 · 0 off
- Ebaldc Retirement Plan (CA) 141 · 0 off
- Francis Manufacturing Company Employees Profit Sharing Plan (OH) 141 · 0 off
- Campofresco Corp. Retirement Plan (PR) 141 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.