Money Purchase
2023 plan-year Money Purchase DOL Form 5500

ROOFERS UNION LOCAL NO. 70 PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JOINT BOARD OF TRUSTEES OF ROOFERS UNION LOCAL NO. 70 PENSION PLAN

This Money Purchase plan holds $41M in total assets and serves 378 participants as of 2023. It is sponsored by JOINT BOARD OF TRUSTEES OF ROOFERS UNION LOCAL NO. 70 PENSION PLAN in Michigan. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$41M
Participants
378
State
Industry
Construction

What the Filing Says About ROOFERS UNION LOCAL NO. 70 PENSION PLAN

ROOFERS UNION LOCAL NO. 70 PENSION PLAN is a Money Purchase retirement plan sponsored by JOINT BOARD OF TRUSTEES OF ROOFERS UNION LOCAL NO. 70 PENSION PLAN, headquartered in Michigan. As of the 2023 Form 5500 filing, the plan reports $41M in total end-of-year assets and covers 378 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 382754697, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $37M at the beginning of 2023 to $41M at year-end — a gain of 11.5%. Net assets (after liabilities) closed the year at $41M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$37M
Total Assets (End of Year)$41M
Net Assets (End of Year)$41M
Net Income$4M
Plan TypeMoney Purchase
Employer EIN382754697
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JOINT BOARD OF TRUSTEES OF ROOFERS UNION LOCAL NO. 70 PENSION PLAN)

Year Plans Participants Total Assets
2022 1 368 $37M
2023 1 378 $41M
2024 1 413 $48M

Nearby Money Purchase Plans in Michigan

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

Frequently Asked Questions

How much money is in the ROOFERS UNION LOCAL NO. 70 PENSION PLAN?
As of the 2023 Form 5500 filing, ROOFERS UNION LOCAL NO. 70 PENSION PLAN holds $41M in total assets with 378 participants. It is sponsored by JOINT BOARD OF TRUSTEES OF ROOFERS UNION LOCAL NO. 70 PENSION PLAN.
What type of plan is ROOFERS UNION LOCAL NO. 70 PENSION PLAN?
ROOFERS UNION LOCAL NO. 70 PENSION PLAN is a Money Purchase plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 382754697.
Who sponsors the ROOFERS UNION LOCAL NO. 70 PENSION PLAN?
ROOFERS UNION LOCAL NO. 70 PENSION PLAN is sponsored by JOINT BOARD OF TRUSTEES OF ROOFERS UNION LOCAL NO. 70 PENSION PLAN, located in Michigan. The sponsor's EIN is 382754697 and the plan operates in the Construction industry.
How did ROOFERS UNION LOCAL NO. 70 PENSION PLAN perform in 2023?
ROOFERS UNION LOCAL NO. 70 PENSION PLAN grew by 11.5% during 2023, moving from $37M to $41M in total assets. Net income was $4M.
Where can I find official filings for ROOFERS UNION LOCAL NO. 70 PENSION PLAN?
Official Form 5500 filings for ROOFERS UNION LOCAL NO. 70 PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 382754697 or plan name at efast.dol.gov.
How does ROOFERS UNION LOCAL NO. 70 PENSION PLAN compare to other plans?
You can compare ROOFERS UNION LOCAL NO. 70 PENSION PLAN against other Money Purchase plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 382754697.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.