Other
2023 plan-year Other DOL Form 5500

UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND - BOARD OF TRUSTEES

This Other plan holds $101M in total assets and serves 1,285 participants as of 2023. It is sponsored by UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND - BOARD OF TRUSTEES in New York. The plan reported positive net income of $14M for the year.

Total Assets (2023)
$101M
Participants
1,285
State
Industry
Other Services

What the Filing Says About UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND

UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND is a Other retirement plan sponsored by UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND - BOARD OF TRUSTEES, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $101M in total end-of-year assets and covers 1,285 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 116003399, and the plan has been effective since 1957-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $86M at the beginning of 2023 to $101M at year-end — a gain of 16.5%. Net assets (after liabilities) closed the year at $101M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$86M
Total Assets (End of Year)$101M
Net Assets (End of Year)$101M
Net Income$14M
Plan TypeOther
Employer EIN116003399
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND - BOARD OF TRUSTEES)

Year Plans Participants Total Assets
2022 1 1,193 $86M
2023 1 1,285 $101M
2024 1 1,292 $120M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND?
As of the 2023 Form 5500 filing, UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND holds $101M in total assets with 1,285 participants. It is sponsored by UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND - BOARD OF TRUSTEES.
What type of plan is UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND?
UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND is a Other plan. It has been effective since 1957-01-01. The plan is filed with the U.S. Department of Labor under EIN 116003399.
Who sponsors the UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND?
UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND is sponsored by UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND - BOARD OF TRUSTEES, located in New York. The sponsor's EIN is 116003399 and the plan operates in the Other Services industry.
How did UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND perform in 2023?
UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND grew by 16.5% during 2023, moving from $86M to $101M in total assets. Net income was $14M.
Where can I find official filings for UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND?
Official Form 5500 filings for UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 116003399 or plan name at efast.dol.gov.
How does UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND compare to other plans?
You can compare UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 116003399.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.