Profit Sharing · DOL Form 5500 · 2023
United Union of Roofers Local 8 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $171M
- Total assets Near avg plan size
- 1,823
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $93,990
- Avg per participant Below avg balance/head
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.
- #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.
- #7,716
- in Other Services (7,857 peers)
- +9.7%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
United Union of Roofers - Local 8 Annuity Fund's outsized position by total assets
United Union of Roofers - Local 8 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$171,344,395 Top 6% higher than 94% 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 Annuity 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 Annuity Fund lands in the large band (1,823 participants).
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.
DOL schedule card
Filing strip 116011299 · United Union of Roofers Local 8 Annuity Fund PY 2023 · Profit Sharing
United Union of Roofers - Local 8 Annuity Fund · $171M · 1,823 · 94th
- NET $171M
- NET 1,823
- NET 94th
- NET Profit Sharing
- NET near The J. Paul Getty Trust Defined Contribution Retirement Plan
- NET ind #7716
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 Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All United Union of Roofers Local 8 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $191M 22.413132988272125% vs 2022
- 2024 filing year
| 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.
- 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
United Union of Roofers - Local 8 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is The J. Paul Getty Trust Defined Contribution Retirement Plan in CA ($171M); by covered participants it is Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan in WI (1,823 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,823 participants); asset peers above are excluded.
- Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan (WI) 1,823 · 0 off
- Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan (IN) 1,818 · 5 off
- Pension Fund for Nursing and Health Care Employees (PA) 1,808 · 15 off
- Ernst & Young Partnership Retirement (Hr-10) Plan (NJ) 1,843 · 20 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.