Money Purchase · DOL Form 5500 · 2023
Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun Money Purchase Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 285
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $60,013
- Avg per participant Low balance/head
Official DOL plan name: Roofers & Waterproofers Local 37 Annuity Fund · Sponsored by Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun · Pennsylvania · Construction
$17M in assets, 285 participants
Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun's Roofers & Waterproofers Local 37 Annuity Fund reported $17M in total assets and 285 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.
- #6,176 in Construction (9,030 peers)
Coverage in Pennsylvania
Roofers & Waterproofers Local 37 Annuity Fund covers 285 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $17M.
- #6,176
- in Construction (9,030 peers)
- +11.9%
- assets growth YoY
Roofers & Waterproofers Local 37 Annuity Fund's outsized position by total assets
Roofers & Waterproofers Local 37 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,103,631 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Roofers & Waterproofers Local 37 Annuity 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 & Waterproofers Local 37 Annuity Fund sits mid-pack in the medium band (285 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roofers & Waterproofers Local 37 Annuity Fund reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Roofers & Waterproofers Local 37 Annuity Fund end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Roofers & Waterproofers Local 37 Annuity Fund reported participants fell from 291 in the plan year 2022 filing to 285 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 256145217 · Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun PY 2023 · Money Purchase
Roofers & Waterproofers Local 37 Annuity Fund · $17M · 285 · 70th
- IND $17M
- EOY 285
- 5500 70th
- ASSETS Money Purchase
- PCT near Defined Contribution Pension Plan for the Employees of Children's Home Society of California
- EIN ind #6176
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 Pennsylvania →
Roofers & Waterproofers Local 37 Annuity Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 256145217 |
| Plan Effective Date | 1970-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun)
Sponsor-wide plan assets over time
All Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 19.252009765284075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 291 | $15M |
| 2023 | 1 | 285 | $17M |
| 2024 | 1 | 289 | $18M |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $877M · 3,684
- Duane Morris Retirement Plan $321M · 478
- IBEW Local Union 375 Electricians' Retirement Plan $170M · 658
- Milton Hershey School Money Purchase Pension Plan $162M · 1,331
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $145M · 632
Roofers & Waterproofers Local 37 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Defined Contribution Pension Plan for the Employees of Children's Home Society of California in CA ($17M); by covered participants it is Mississippi County Arkansas Economic Opportunity Commission, Inc. Pension in AR (285 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 (285 participants); asset peers above are excluded.
- Mississippi County Arkansas Economic Opportunity Commission, Inc. Pension (AR) 285 · 0 off
- Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan (CA) 286 · 1 off
- Retirement Plan for Prior Alcon Employees (NJ) 286 · 1 off
- Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan (MA) 284 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.