Money Purchase · DOL Form 5500 · 2023

Bot Roofers Union Local 221 Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
189
Participants Below avg headcount
70th
Percentile by assets National rank
$91,740
Avg per participant Below avg balance/head
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Official DOL plan name: Roofers Union Local 221 Annuity Plan · Sponsored by Bot Roofers Union Local 221 Annuity Plan · Hawaii · Construction

$17M in assets, 189 participants

Bot Roofers Union Local 221 Annuity Plan's Roofers Union Local 221 Annuity Plan reported $17M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,199 in Construction (9,030 peers)

Coverage in Hawaii

Roofers Union Local 221 Annuity Plan covers 189 participants in Hawaii, about 50% of the average Hawaii filer (state average ~380 per filing). Assets: $17M.

#6,199
in Construction (9,030 peers)
+7.0%
assets growth YoY

Roofers Union Local 221 Annuity Plan's outsized position by total assets

Roofers Union Local 221 Annuity Plan vs every filed plan by assets

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

$17,338,947 Top 30% higher than 70% 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 Union Local 221 Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofers Union Local 221 Annuity Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roofers Union Local 221 Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Roofers Union Local 221 Annuity Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Roofers Union Local 221 Annuity Plan reported participants fell from 199 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990174607 · Bot Roofers Union Local 221 Annuity Plan PY 2023 · Money Purchase

Roofers Union Local 221 Annuity Plan · $17M · 189 · 70th

  • EIN $17M
  • RANK 189
  • PHOTO 70th
  • IND Money Purchase
  • EOY near Laborers Local 754 Annuity Plan
  • 5500 ind #6199

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 Hawaii →

Roofers Union Local 221 Annuity Plan in the asset neighbourhood

Oxfam America Retirement Plan$17MThe Clark Estates, Inc. Pension PlanThe Clark Estates, Inc. Pens…$17MRoofers Union Local 221 Annuity PlanRoofers Union Local 221 Annu…$17MLaborers Local 754 Annuity PlanLaborers Local 754 Annuity P…$17MTerry Reilly Health Services Money Purchase PlanTerry Reilly Health Services…$17M
End-of-year total assets ($M) among Roofers Union Local 221 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN990174607
Plan Effective Date1977-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bot Roofers Union Local 221 Annuity Plan)

Sponsor-wide plan assets over time

All Bot Roofers Union Local 221 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$19M 19.59549525923099% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.2M $19.4M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 199 $16M
2023 1 189 $17M
2024 1 188 $19M

Nearby Money Purchase Plans in Hawaii

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

Roofers Union Local 221 Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Roofers Union Local 221 Annuity Plan, Total assets ($M): 17.338947 · Participants: 189Roofers Union Local 221 Annuity PlanHawaii Carpenters Financial Security Fund, Total assets ($M): 576.752041 · Participants: 3972Hawaii Carpenters Financial Security FundPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 348.981775 · Participants: 1444Pamcah-Ua Local 675 Annuity PlanHawaii Laborers' Annuity Fund, Total assets ($M): 302.429621 · Participants: 2894Hawaii Laborers' Annuity FundPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 226.817643 · Participants: 1616Pamcah-Ua Local 675 Annuity PlanPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 214.377518 · Participants: 1424Pamcah-Ua Local 675 Annuity Plan
Roofers Union Local 221 Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants
Compare Roofers Union Local 221 Annuity Plan side-by-side with 3 peers →

Roofers Union Local 221 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Hawaii, the nearest Money Purchase by assets is Laborers Local 754 Annuity Plan in NY ($17M); by covered participants it is Insulators & Allied Workers Local 39 Money Purchase Pension Plan in NE (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Union Local 221 Annuity Plan assets move in 2023? ▼
Roofers Union Local 221 Annuity Plan grew at a solid clip - up 7.0% during 2023, from $16M to $17M. Reported net income was $1M.
How have Bot Roofers Union Local 221 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bot Roofers Union Local 221 Annuity Plan's sponsor-wide assets grew 19.6%, from $16M to $19M.
Which Money Purchase plans are similar in size to Roofers Union Local 221 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Laborers Local 754 Annuity Plan in NY ($17M, 241 participants).
Which Money Purchase plans cover a similar participant headcount to Roofers Union Local 221 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Insulators & Allied Workers Local 39 Money Purchase Pension Plan in NE (189 participants, $45M 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 990174607.

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.