Profit Sharing · DOL Form 5500 · 2023
United Union of Roofers Local 8 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $171M
- Total assets
- 1,823
- Participants
- 94th
- Percentile by assets
- $93,990
- Avg per participant
Official DOL plan name: United Union of Roofers - Local 8 Annuity Fund · Sponsored by United Union of Roofers Local 8 Annuity Fund · New York · Other Services
$171M in assets, 1,823 participants
United Union of Roofers Local 8 Annuity Fund's United Union of Roofers - Local 8 Annuity Fund reported $171M in total assets and 1,823 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #7,716 in Other Services (7,857 peers)
Coverage in New York
United Union of Roofers - Local 8 Annuity Fund covers 1,823 participants in New York, 2.3x the typical New York plan (state average ~798 per filing). Assets: $171M.
- $171M
- total plan assets (2023 EOY)
- 1,823
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $93,990
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Union of Roofers - Local 8 Annuity Fund reported net income rose from -$8M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- United Union of Roofers - Local 8 Annuity Fund end-of-year assets rose from $156M in the plan year 2022 filing to $171M in the plan year 2023 filing.
- United Union of Roofers - Local 8 Annuity Fund reported participants rose from 1,795 in the plan year 2022 filing to 1,823 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. United Union of Roofers - Local 8 Annuity Fund reports 1,823 participants - 2.3x that state average ($171M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $156M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | $15M |
| Employer EIN | 116011299 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Union of Roofers Local 8 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,795 | $156M |
| 2023 | 1 | 1,823 | $171M |
| 2024 | 1 | 1,806 | $191M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
United Union of Roofers - Local 8 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to United Union of Roofers - Local 8 Annuity Fund by total assets, not by location.
Frequently Asked Questions
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How have United Union of Roofers Local 8 Annuity Fund plan assets changed over time? ▼
Where does United Union of Roofers - Local 8 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to United Union of Roofers - Local 8 Annuity Fund? ▼
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Filing takeaways
Ways to act on United Union of Roofers - Local 8 Annuity Fund's numbers.
- By total assets, United Union of Roofers - Local 8 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- United Union of Roofers Local 8 Annuity Fund's sponsor-wide assets have grown 22.4% since 2022 across 3 plan years on file. More Other Services plans