Money Purchase · DOL Form 5500 · 2022

Roofers Union Local No. 33 Thrift Fd Money Purchase Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
1,046
Participants Near avg headcount
93rd
Percentile by assets National rank
$93,378
Avg per participant Below avg balance/head
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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.

  • #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.

#9,071
in Construction (9,927 peers)
+15.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Roofers Union Local No. 33 Thrift Fund's outsized position by total assets

Roofers Union Local No. 33 Thrift Fund vs every filed plan by assets

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

$97,673,344 Top 7% higher than 93% 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

Roofers Union Local No. 33 Thrift 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. Roofers Union Local No. 33 Thrift Fund lands in the large band (1,046 participants).

DOL schedule card

Filing strip 046358332 · Roofers Union Local No. 33 Thrift Fd PY 2022 · Money Purchase

Roofers Union Local No. 33 Thrift Fund · $98M · 1,046 · 93rd

  • PART $98M
  • TYPE 1,046
  • NET 93rd
  • BOOK Money Purchase
  • VS-ST near Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan
  • BOY ind #9071

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 Massachusetts →

Roofers Union Local No. 33 Thrift Fund in the asset neighbourhood

IBEW Local 480 Pension Plan$100MInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension TrustInternational Brotherhood of…$99MMillwright & Machinery Erectors Local 1192 Defined Contribution Pension PlanMillwright & Machinery Erect…$98MRoofers Union Local No. 33 Thrift FundRoofers Union Local No. 33 T…$98MMichiana Area Electrical Workers' Money Purchase PlanMichiana Area Electrical Wor…$96M
End-of-year total assets ($M) among Roofers Union Local No. 33 Thrift Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$98M
Net Income$13M
Employer EIN046358332
Plan Effective Date1976-02-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Roofers Union Local No. 33 Thrift Fd)

Sponsor-wide plan assets over time

All Roofers Union Local No. 33 Thrift Fd plans reported in each filing year

Latest sponsor-wide plan assets
$136M 38.986908239775225% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $97.7M $136M ▲ +39.0%
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 Scatter plot of 6 data points. 050001000015000 -0.500.511.522.5 Total assets ($B) Participants Roofers Union Local No. 33 Thrift Fund, Total assets ($B): 0.097673344 · Participants: 1046Roofers Union Local No. 33 Thrift FundThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Roofers Union Local No. 33 Thrift Fund vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Roofers Union Local No. 33 Thrift Fund side-by-side with 3 peers →

Roofers Union Local No. 33 Thrift Fund's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan in TN ($98M); by covered participants it is U. a. Local 38 Defined Contribution Pension Plan in CA (1,036 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,046 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 Roofers Union Local No. 33 Thrift Fund assets move in 2022? ▼
Roofers Union Local No. 33 Thrift Fund grew sharply - up 15.3% during 2022, from $85M to $98M. Reported net income was $13M.
How have Roofers Union Local No. 33 Thrift Fd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roofers Union Local No. 33 Thrift Fd's sponsor-wide assets grew 39.0%, from $98M to $136M.
Where does Roofers Union Local No. 33 Thrift Fund rank by assets among Form 5500 filers? ▼
Roofers Union Local No. 33 Thrift Fund ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Roofers Union Local No. 33 Thrift Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan in TN ($98M, 853 participants).
Which Money Purchase plans cover a similar participant headcount to Roofers Union Local No. 33 Thrift Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is U. a. Local 38 Defined Contribution Pension Plan in CA (1,036 participants, $184M 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 046358332.

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.