Defined Benefit (Pension) · DOL Form 5500 · 2023
United Union of Roofers - Local 8 Pension Fund - Board of Trustees Pension Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 1,285
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $78,328
- Avg per participant Below avg balance/head
Official DOL plan name: United Union of Roofers - Local 8 Pension Fund · Sponsored by United Union of Roofers - Local 8 Pension Fund - Board of Trustees · New York · Other Services
$101M in assets, 1,285 participants
United Union of Roofers - Local 8 Pension Fund - Board of Trustees's United Union of Roofers - Local 8 Pension Fund reported $101M in total assets and 1,285 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #7,610 in Other Services (7,857 peers)
Where United Union of Roofers - Local 8 Pension Fund sits by assets
United Union of Roofers - Local 8 Pension Fund sits in the top 10% of all filed plans by assets, $101M for 1,285 participants (~$78,328/participant), up 16.5% in 2023.
- #7,610
- in Other Services (7,857 peers)
- +16.5%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
United Union of Roofers - Local 8 Pension Fund's outsized position by total assets
United Union of Roofers - Local 8 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$100,651,094 Top 9% higher than 91% 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
United Union of Roofers - Local 8 Pension Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Union of Roofers - Local 8 Pension Fund lands in the large band (1,285 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Union of Roofers - Local 8 Pension Fund reported net income rose from -$7M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- United Union of Roofers - Local 8 Pension Fund end-of-year assets rose from $86M in the plan year 2022 filing to $101M in the plan year 2023 filing.
- United Union of Roofers - Local 8 Pension Fund reported participants rose from 1,193 in the plan year 2022 filing to 1,285 in the plan year 2023 filing.
DOL schedule card
Filing strip 116003399 · United Union of Roofers - Local 8 Pension Fund - Board of Trustees PY 2023 · Defined Benefit (Pension)
United Union of Roofers - Local 8 Pension Fund · $101M · 1,285 · 91st
- IND $101M
- EOY 1,285
- 5500 91st
- ASSETS Defined Benefit (Pension)
- PCT near Dairy Farmers of America, Inc. Retirement Plan
- EIN ind #7610
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 →
United Union of Roofers - Local 8 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $14M |
| Employer EIN | 116003399 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Union of Roofers - Local 8 Pension Fund - Board of Trustees)
Sponsor-wide plan assets over time
All United Union of Roofers - Local 8 Pension Fund - Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $120M 39.05726411711138% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,193 | $86M |
| 2023 | 1 | 1,285 | $101M |
| 2024 | 1 | 1,292 | $120M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
United Union of Roofers - Local 8 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Dairy Farmers of America, Inc. Retirement Plan in KS ($101M); by covered participants it is Plumbers & Pipefitters Local Unions 502 & 633 Pens in MI (1,287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- Dairy Farmers of America, Inc. Retirement Plan (KS) $101M · 353
- Pension Plan for Employees of Coca-Cola Beverages Northeast, Inc. (NH) $101M · 1,093
- Ofs Represented Retirement Plan (GA) $101M · 290
- Tower Federal Credit Union Retirement Plan (MD) $100M · 420
Similar participant headcount
Nearest other-state filings by covered participants (1,285 participants); asset peers above are excluded.
- Plumbers & Pipefitters Local Unions 502 & 633 Pens (MI) 1,287 · 2 off
- The Continental Pilots Retirement Plan (TX) 1,289 · 4 off
- Pension Plan of Independence Blue Cross (PA) 1,292 · 7 off
- United Brotherhood of Carpenters Pension Fund United States Segment (NV) 1,295 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.