Defined Benefit (Pension) · DOL Form 5500 · 2023

Bot Roofers Local 221 Pension Trust Fund Pension Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
351
Participants Below avg headcount
83rd
Percentile by assets National rank
$111,152
Avg per participant Below avg balance/head
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Official DOL plan name: Roofers Local 221 Pension Trust Fund · Sponsored by Bot Roofers Local 221 Pension Trust Fund · Hawaii · Construction

$39M in assets, 351 participants

Bot Roofers Local 221 Pension Trust Fund's Roofers Local 221 Pension Trust Fund reported $39M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,304 in Construction (9,030 peers)

Where Roofers Local 221 Pension Trust Fund sits by assets

Roofers Local 221 Pension Trust Fund sits in the top quartile of all filed plans by assets, $39M for 351 participants (~$111,152/participant), up 16.2% in 2023.

#7,304
in Construction (9,030 peers)
+16.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Roofers Local 221 Pension Trust Fund's outsized position by total assets

Roofers Local 221 Pension Trust Fund vs every filed plan by assets

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

$39,014,478 Top 17% higher than 83% 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 221 Pension Trust Fund 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 Local 221 Pension Trust Fund sits mid-pack in the medium band (351 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roofers Local 221 Pension Trust Fund reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Roofers Local 221 Pension Trust Fund end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Roofers Local 221 Pension Trust Fund reported participants fell from 358 in the plan year 2022 filing to 351 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990208117 · Bot Roofers Local 221 Pension Trust Fund PY 2023 · Defined Benefit (Pension)

Roofers Local 221 Pension Trust Fund · $39M · 351 · 83rd

  • BOY $39M
  • BOY 351
  • BOY 83rd
  • BOY Defined Benefit (Pension)
  • BOY near Pension Plan for Employees of Jersey Shore Steel Company, Inc.
  • BOY ind #7304

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 Local 221 Pension Trust Fund in the asset neighbourhood

The Retirement Plan of Saco & Biddeford Savings InstitutionThe Retirement Plan of Saco …$39MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$39MRoofers Local 221 Pension Trust FundRoofers Local 221 Pension Tr…$39MPension Plan for Employees of Jersey Shore Steel Company, Inc.Pension Plan for Employees o…$39MFreeport-Mcmoran Pension Plan$39M
End-of-year total assets ($M) among Roofers Local 221 Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN990208117
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bot Roofers Local 221 Pension Trust Fund)

Sponsor-wide plan assets over time

All Bot Roofers Local 221 Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$43M 28.592732112948106% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.6M $43.2M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 358 $34M
2023 1 351 $39M
2024 1 342 $43M

Nearby Defined Benefit (Pension) Plans in Hawaii

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Roofers Local 221 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.522.5 Total assets ($B) Participants Roofers Local 221 Pension Trust Fund, Total assets ($B): 0.039014478 · Participants: 351Roofers Local 221 Pension Trust FundRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.91180259 · Participants: 2406Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesHotel Union and Hotel Industry of Hawaii Pension Plan, Total assets ($B): 0.704996682 · Participants: 7370Hotel Union and Hotel Industry of Hawaii Pension PlanPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.574975486 · Participants: 1505Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.505374398 · Participants: 5037The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.452484278 · Participants: 5550Hawaii Pacific Health Retirement Plan
Roofers Local 221 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Roofers Local 221 Pension Trust Fund side-by-side with 3 peers →

Roofers Local 221 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Jersey Shore Steel Company, Inc. in PA ($39M); by covered participants it is Swiss Re Group U.S. Employee's Pension Plan in NY (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 221 Pension Trust Fund assets move in 2023? ▼
Roofers Local 221 Pension Trust Fund grew sharply - up 16.2% during 2023, from $34M to $39M. Reported net income was $5M.
How have Bot Roofers Local 221 Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bot Roofers Local 221 Pension Trust Fund's sponsor-wide assets grew 28.6%, from $34M to $43M.
Where does Roofers Local 221 Pension Trust Fund rank by assets among Form 5500 filers? ▼
Roofers Local 221 Pension Trust Fund ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Roofers Local 221 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Jersey Shore Steel Company, Inc. in PA ($39M, 35 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Local 221 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Swiss Re Group U.S. Employee's Pension Plan in NY (351 participants, $425M 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 990208117.

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.