Money Purchase · DOL Form 5500 · 2022
Roofers Union Local No. 33 Thrift Fd Money Purchase Plan
Data updated 2026-08-11
- $98M
- Total assets
- 1,046
- Participants
- 93rd
- Percentile by assets
- $93,378
- Avg per participant
Official DOL plan name: Roofers Union Local No. 33 Thrift Fund · Sponsored by Roofers Union Local No. 33 Thrift Fd · Massachusetts · Construction
$98M in assets, 1,046 participants
Roofers Union Local No. 33 Thrift Fd's Roofers Union Local No. 33 Thrift Fund reported $98M in total assets and 1,046 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #9,071 in Construction (9,927 peers)
Where Roofers Union Local No. 33 Thrift Fund sits by assets
Roofers Union Local No. 33 Thrift Fund sits in the top 10% of all filed plans by assets, $98M for 1,046 participants (~$93,378/participant), up 15.3% in 2022.
- $98M
- total plan assets (2022 EOY)
- 1,046
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $93,378
- avg assets per participant
Roofers Union Local No. 33 Thrift Fund vs the 2022 asset distribution
By assets, Roofers Union Local No. 33 Thrift Fund outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $13M |
| Employer EIN | 046358332 |
| Plan Effective Date | 1976-02-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roofers Union Local No. 33 Thrift Fd)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,046 | $98M |
| 2023 | 1 | 1,155 | $122M |
| 2024 | 1 | 1,200 | $136M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Roofers Union Local No. 33 Thrift Fund vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Roofers Union Local No. 33 Thrift Fund by total assets, not by location.
- Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan (TN) $98M · 853
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust (IN) $99M · 1,021
- Michiana Area Electrical Workers' Money Purchase Plan (MI) $96M · 959
- IBEW Local 480 Pension Plan (MS) $100M · 490
Frequently Asked Questions
How did Roofers Union Local No. 33 Thrift Fund assets move in 2022? ▼
How have Roofers Union Local No. 33 Thrift Fd plan assets changed over time? ▼
Where does Roofers Union Local No. 33 Thrift Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Roofers Union Local No. 33 Thrift Fund? ▼
Next read for Roofers Union Local No. 33 Thrift Fund
Scale reading
Ways to act on Roofers Union Local No. 33 Thrift Fund's numbers.
- By total assets, Roofers Union Local No. 33 Thrift Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Roofers Union Local No. 33 Thrift Fd's sponsor-wide assets have grown 39.0% since 2022 across 3 plan years on file. More Construction plans