Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Local 154 Pension Fund Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
159
Participants Small participant base
79th
Percentile by assets National rank
$182,820
Avg per participant Above avg balance/head
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Official DOL plan name: United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund · Sponsored by Board of Trustees Local 154 Pension Fund · New York · Construction

$29M in assets, 159 participants

Board of Trustees Local 154 Pension Fund's United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund reported $29M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,966 in Construction (9,030 peers)

Coverage in New York

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund covers 159 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $29M.

#6,966
in Construction (9,030 peers)
+7.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund's outsized position by total assets

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund vs every filed plan by assets

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

$29,068,333 Top 21% higher than 79% 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

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund reported participants rose from 156 in the plan year 2022 filing to 159 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 111982624 · Board of Trustees Local 154 Pension Fund PY 2023 · Defined Benefit (Pension)

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund · $29M · 159 · 79th

  • BOY $29M
  • BOY 159
  • BOY 79th
  • BOY Defined Benefit (Pension)
  • BOY near Penton Media, Inc. Retirement Plan
  • BOY ind #6966

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 Construction retirement plans → · Plans in New York →

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund in the asset neighbourhood

Pension Plan of Danville Metal Stamping Co., IncPension Plan of Danville Met…$29MUnited Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension FundUnited Union of Roofers, Wat…$29MPenton Media, Inc. Retirement PlanPenton Media, Inc. Retiremen…$29MCranston Print Works General Employees' Retirement PlanCranston Print Works General…$29MEnerpac Tool Group Retirement PlanEnerpac Tool Group Retiremen…$29M
End-of-year total assets ($M) among United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN111982624
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 154 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Local 154 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.742282150974855% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27M $32.3M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 156 $27M
2023 1 159 $29M
2024 1 166 $32M

Nearby Defined Benefit (Pension) Plans in New York

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

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund, Total assets ($B): 0.029068333 · Participants: 159United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension 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
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund side-by-side with 3 peers →

United Union of Roofers, Waterproofers & Allied Workers, Local 154 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 Penton Media, Inc. Retirement Plan in OH ($29M); by covered participants it is American Postal Workers Union Health Plan Employee Pension Plan in MD (159 participants). Same-state nearby plans are listed separately above.

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 United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund assets move in 2023? ▼
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund grew at a solid clip - up 7.9% during 2023, from $27M to $29M. Reported net income was $2M.
How have Board of Trustees Local 154 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 154 Pension Fund's sponsor-wide assets grew 19.7%, from $27M to $32M.
Where does United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund rank by assets among Form 5500 filers? ▼
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Penton Media, Inc. Retirement Plan in OH ($29M, 28 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Postal Workers Union Health Plan Employee Pension Plan in MD (159 participants, $65M 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 111982624.

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.