Profit Sharing · DOL Form 5500 · 2023
Trustees of Roofers Local No. 96 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $82M
- Total assets
- 1,073
- Participants
- 90th
- Percentile by assets
- $76,258
- Avg per participant
Official DOL plan name: Roofers Local No. 96 Annuity Fund · Sponsored by Trustees of Roofers Local No. 96 Annuity Fund · Minnesota · Manufacturing
$82M in assets, 1,073 participants
Trustees of Roofers Local No. 96 Annuity Fund's Roofers Local No. 96 Annuity Fund reported $82M in total assets and 1,073 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #15,889 in Manufacturing (18,722 peers)
Where Roofers Local No. 96 Annuity Fund sits by assets
Roofers Local No. 96 Annuity Fund sits in the top 10% of all filed plans by assets, $82M for 1,073 participants (~$76,258/participant), up 16.4% in 2023.
- $82M
- total plan assets (2023 EOY)
- 1,073
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $76,258
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roofers Local No. 96 Annuity Fund reported net income rose from -$14M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Roofers Local No. 96 Annuity Fund end-of-year assets rose from $70M in the plan year 2022 filing to $82M in the plan year 2023 filing.
- Roofers Local No. 96 Annuity Fund reported participants rose from 1,063 in the plan year 2022 filing to 1,073 in the plan year 2023 filing.
Roofers Local No. 96 Annuity Fund vs the 2023 asset distribution
By assets, Roofers Local No. 96 Annuity Fund outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | $12M |
| Employer EIN | 237452584 |
| Plan Effective Date | 1982-06-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Roofers Local No. 96 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,063 | $70M |
| 2023 | 1 | 1,073 | $82M |
| 2024 | 1 | 1,062 | $91M |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Roofers Local No. 96 Annuity Fund vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
- Essentia Health Retirement Plan $1.9B · 15,491
- Pipe Trades Services Mn Pension Supplement Fund $1.6B · 6,062
- Allina 403(b) Retirement Savings Plan $906M · 9,417
- Fairview Health Services Pension Plan $610M · 4,828
- Cargill Employee Retirement Account Plan $511M · 19,870
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Roofers Local No. 96 Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did Roofers Local No. 96 Annuity Fund assets move in 2023? ▼
How have Trustees of Roofers Local No. 96 Annuity Fund plan assets changed over time? ▼
Where does Roofers Local No. 96 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Roofers Local No. 96 Annuity Fund? ▼
Next read for Roofers Local No. 96 Annuity Fund
Scale reading
Ways to act on Roofers Local No. 96 Annuity Fund's numbers.
- By total assets, Roofers Local No. 96 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Minnesota. Compare plans
- Trustees of Roofers Local No. 96 Annuity Fund's sponsor-wide assets have grown 29.7% since 2022 across 3 plan years on file. More Manufacturing plans