Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees- Roofers Local No. 9 Pension Fund Pension Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
188
Participants Below avg headcount
88th
Percentile by assets National rank
$364,135
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Roofers Local No. 9 Pension Plan · Sponsored by Board of Trustees- Roofers Local No. 9 Pension Fund · Connecticut · Construction

$68M in assets, 188 participants

Board of Trustees- Roofers Local No. 9 Pension Fund's Roofers Local No. 9 Pension Plan reported $68M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,796 in Construction (9,030 peers)

Coverage in Connecticut

Roofers Local No. 9 Pension Plan covers 188 participants in Connecticut, about 26% of the average Connecticut filer (state average ~718 per filing). Assets: $68M.

#7,796
in Construction (9,030 peers)
+8.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Roofers Local No. 9 Pension Plan's outsized position by total assets

Roofers Local No. 9 Pension Plan vs every filed plan by assets

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

$68,457,430 Top 12% higher than 88% 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. 9 Pension 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 Local No. 9 Pension Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roofers Local No. 9 Pension Plan reported net income rose from -$12M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Roofers Local No. 9 Pension Plan end-of-year assets rose from $63M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Roofers Local No. 9 Pension Plan reported participants fell from 203 in the plan year 2022 filing to 188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 066061612 · Board of Trustees- Roofers Local No. 9 Pension Fund PY 2023 · Defined Benefit (Pension)

Roofers Local No. 9 Pension Plan · $68M · 188 · 88th

  • 5500 $68M
  • ASSETS 188
  • PCT 88th
  • EIN Defined Benefit (Pension)
  • RANK near Global Tungsten & Powders Corporation Pension Plan
  • PHOTO ind #7796

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 Connecticut →

Roofers Local No. 9 Pension Plan in the asset neighbourhood

Kuakini Health System Retirement PlanKuakini Health System Retire…$69MJuan De La Cruz Farm Workers Pension PlanJuan De La Cruz Farm Workers…$68MGlobal Tungsten & Powders Corporation Pension PlanGlobal Tungsten & Powders Co…$68MRoofers Local No. 9 Pension PlanRoofers Local No. 9 Pension …$68MIBEW Local 325 Pension Fund$68M
End-of-year total assets ($M) among Roofers Local No. 9 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$68M
Net Income$6M
Employer EIN066061612
Plan Effective Date1958-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees- Roofers Local No. 9 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees- Roofers Local No. 9 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$74M 17.165924749712598% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $62.9M $73.7M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 203 $63M
2023 1 188 $68M
2024 1 188 $74M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Roofers Local No. 9 Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Roofers Local No. 9 Pension Plan, Total assets ($B): 0.06845743 · Participants: 188Roofers Local No. 9 Pension PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Roofers Local No. 9 Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Roofers Local No. 9 Pension Plan side-by-side with 3 peers →

Roofers Local No. 9 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Global Tungsten & Powders Corporation Pension Plan in PA ($68M); by covered participants it is Local 464a Finast Full Time Employees Pension Plan in NJ (188 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (188 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. 9 Pension Plan assets move in 2023? ▼
Roofers Local No. 9 Pension Plan grew at a solid clip - up 8.9% during 2023, from $63M to $68M. Reported net income was $6M.
How have Board of Trustees- Roofers Local No. 9 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees- Roofers Local No. 9 Pension Fund's sponsor-wide assets grew 17.2%, from $63M to $74M.
Where does Roofers Local No. 9 Pension Plan rank by assets among Form 5500 filers? ▼
Roofers Local No. 9 Pension Plan ranks in the 88th 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 No. 9 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Global Tungsten & Powders Corporation Pension Plan in PA ($68M, 225 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Local No. 9 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 464a Finast Full Time Employees Pension Plan in NJ (188 participants, $10M 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 066061612.

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.