Defined Benefit (Pension) · DOL Form 5500 · 2023

Rdwa - 8 United Union of Roofers Pension Plan

Data updated 2026-08-25

$900K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$225,001
Avg per participant Above avg balance/head
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Official DOL plan name: Employees Retirement Plan of Roofers Union Local 8 Welfare Fund · Sponsored by Rdwa - 8 United Union of Roofers · New York · Other Services

$900K in assets, 4 participants

Rdwa - 8 United Union of Roofers's Employees Retirement Plan of Roofers Union Local 8 Welfare Fund reported $900K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,667 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Employees Retirement Plan of Roofers Union Local 8 Welfare Fund ranks #3,667 of 7,857 2023 filers by assets (2230% of the sector average)-$900K for 4 participants.

#3,667
in Other Services (7,857 peers)
+17.1%
assets growth YoY

Employees Retirement Plan of Roofers Union Local 8 Welfare Fund among the smaller filed plans by assets

Employees Retirement Plan of Roofers Union Local 8 Welfare Fund vs every filed plan by assets

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

$900,004 23rd percentile higher than 23% 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

Employees Retirement Plan of Roofers Union Local 8 Welfare Fund among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees Retirement Plan of Roofers Union Local 8 Welfare Fund is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees Retirement Plan of Roofers Union Local 8 Welfare Fund reported net income rose from $96K in the plan year 2022 filing to $132K in the plan year 2023 filing.
  • Employees Retirement Plan of Roofers Union Local 8 Welfare Fund end-of-year assets rose from $768K in the plan year 2022 filing to $900K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 111653210 · Rdwa - 8 United Union of Roofers PY 2023 · Defined Benefit (Pension)

Employees Retirement Plan of Roofers Union Local 8 Welfare Fund · $900K · 4 · 23rd

  • BOOK $900K
  • VS-ST 4
  • BOY 23rd
  • SCH Defined Benefit (Pension)
  • EBSA near Eduardo Negron Mercado Defined Benefit Plan
  • PART ind #3667

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 Other Services retirement plans → · Plans in New York →

Employees Retirement Plan of Roofers Union Local 8 Welfare Fund in the asset neighbourhood

Bertha Cabrera, M.D., S.C. Retirement Plan and TrustBertha Cabrera, M.D., S.C. R…$906KEmployees Retirement Plan of Roofers Union Local 8 Welfare FundEmployees Retirement Plan of…$900KEduardo Negron Mercado Defined Benefit PlanEduardo Negron Mercado Defin…$899KSopo Asset Management, Inc. Pension PlanSopo Asset Management, Inc. …$904KThe Law Offices of Bradford D. Brown, Apc Defined Benefit Pension PlanThe Law Offices of Bradford …$893K
End-of-year total assets ($M) among Employees Retirement Plan of Roofers Union Local 8 Welfare Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$768K
Net Assets (End of Year)$900K
Net Income$132K
Employer EIN111653210
Plan Effective Date1947-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rdwa - 8 United Union of Roofers)

Sponsor-wide plan assets over time

All Rdwa - 8 United Union of Roofers plans reported in each filing year

Latest sponsor-wide plan assets
$988K 28.581263005295167% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.77M $0.99M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 4 $768K
2023 1 4 $900K
2024 1 3 $988K

Nearby Defined Benefit (Pension) Plans in New York

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

Employees Retirement Plan of Roofers Union Local 8 Welfare Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Employees Retirement Plan of Roofers Union Local 8 Welfare Fund, Total assets ($B): 0.000900004 · Participants: 4Employees Retirement Plan of Roofers Union Local 8 Welfare FundIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Employees Retirement Plan of Roofers Union Local 8 Welfare Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employees Retirement Plan of Roofers Union Local 8 Welfare Fund side-by-side with 3 peers →

Employees Retirement Plan of Roofers Union Local 8 Welfare Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Eduardo Negron Mercado Defined Benefit Plan in PR ($899K); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Employees Retirement Plan of Roofers Union Local 8 Welfare Fund assets move in 2023? ▼
Employees Retirement Plan of Roofers Union Local 8 Welfare Fund grew sharply - up 17.1% during 2023, from $768K to $900K. Reported net income was $132K.
How have Rdwa - 8 United Union of Roofers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rdwa - 8 United Union of Roofers's sponsor-wide assets grew 28.6%, from $768K to $988K.
Where does Employees Retirement Plan of Roofers Union Local 8 Welfare Fund rank by assets among Form 5500 filers? ▼
Employees Retirement Plan of Roofers Union Local 8 Welfare Fund ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Employees Retirement Plan of Roofers Union Local 8 Welfare Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eduardo Negron Mercado Defined Benefit Plan in PR ($899K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees Retirement Plan of Roofers Union Local 8 Welfare Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A 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 111653210.

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.