Profit Sharing · DOL Form 5500 · 2023

Trustees of Roofers Local No. 96 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
1,073
Participants Near avg headcount
90th
Percentile by assets National rank
$76,258
Avg per participant Below avg balance/head
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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.

  • #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.

#15,889
in Manufacturing (18,722 peers)
+16.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Roofers Local No. 96 Annuity Fund's outsized position by total assets

Roofers Local No. 96 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$81,825,241 Top 10% higher than 90% of 127,068 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 2023

Roofers Local No. 96 Annuity Fund's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofers Local No. 96 Annuity Fund lands in the large band (1,073 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 237452584 · Trustees of Roofers Local No. 96 Annuity Fund PY 2023 · Profit Sharing

Roofers Local No. 96 Annuity Fund · $82M · 1,073 · 90th

  • SCH $82M
  • SCH 1,073
  • SCH 90th
  • SCH Profit Sharing
  • SCH near Cic Defined Contribution Retirement Plan
  • SCH ind #15889

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 Manufacturing retirement plans → · Plans in Minnesota →

Roofers Local No. 96 Annuity Fund in the asset neighbourhood

Southwestern Illinois Laborers Annuity FundSouthwestern Illinois Labore…$82MMedical Services Group - Department of Medicine Profit Sharing PlanMedical Services Group - Dep…$82MRoofers Local No. 96 Annuity FundRoofers Local No. 96 Annuity…$82MCic Defined Contribution Retirement PlanCic Defined Contribution Ret…$82MClaxton-Hepburn Medical Center 403b Retirement PlanClaxton-Hepburn Medical Cent…$81M
End-of-year total assets ($M) among Roofers Local No. 96 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$82M
Net Income$12M
Employer EIN237452584
Plan Effective Date1982-06-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Roofers Local No. 96 Annuity Fund)

Sponsor-wide plan assets over time

All Trustees of Roofers Local No. 96 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$91M 29.73779656331813% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70.3M $91.2M ▲ +29.7%
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 Scatter plot of 6 data points. 0500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Roofers Local No. 96 Annuity Fund, Total assets ($B): 0.081825241 · Participants: 1073Roofers Local No. 96 Annuity FundEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Roofers Local No. 96 Annuity Fund vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Roofers Local No. 96 Annuity Fund side-by-side with 3 peers →

Roofers Local No. 96 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Cic Defined Contribution Retirement Plan in WA ($82M); by covered participants it is Southern Illinois Laborers & Employers Annuity Fund in IL (1,075 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,073 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roofers Local No. 96 Annuity Fund assets move in 2023? ▼
Roofers Local No. 96 Annuity Fund grew sharply - up 16.4% during 2023, from $70M to $82M. Reported net income was $12M.
How have Trustees of Roofers Local No. 96 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Roofers Local No. 96 Annuity Fund's sponsor-wide assets grew 29.7%, from $70M to $91M.
Where does Roofers Local No. 96 Annuity Fund rank by assets among Form 5500 filers? ▼
Roofers Local No. 96 Annuity Fund ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Roofers Local No. 96 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Cic Defined Contribution Retirement Plan in WA ($82M, 1,560 participants).
Which Profit Sharing plans cover a similar participant headcount to Roofers Local No. 96 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Southern Illinois Laborers & Employers Annuity Fund in IL (1,075 participants, $73M in assets).

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 237452584.

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.