Money Purchase · DOL Form 5500 · 2023
Board of Trustees Local 154 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 183
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $173,965
- Avg per participant Above avg balance/head
Official DOL plan name: United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund · Sponsored by Board of Trustees Local 154 Annuity Fund · New York · Construction
$32M in assets, 183 participants
Board of Trustees Local 154 Annuity Fund's United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund reported $32M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #7,084 in Construction (9,030 peers)
Coverage in New York
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund covers 183 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $32M.
- #7,084
- in Construction (9,030 peers)
- +17.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund's outsized position by total assets
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,835,529 Top 20% higher than 80% 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, Waterproofers & Allied Workers, Local 154 Annuity 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 Annuity Fund sits mid-pack in the medium band (183 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund reported participants rose from 166 in the plan year 2022 filing to 183 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 112644048 · Board of Trustees Local 154 Annuity Fund PY 2023 · Money Purchase
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund · $32M · 183 · 80th
- SCH $32M
- EBSA 183
- PART 80th
- TYPE Money Purchase
- NET near Carpenters Local Union No 491 Annuity Plan
- BOOK ind #7084
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 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 112644048 |
| Plan Effective Date | 1982-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 154 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 154 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 34.98419647076776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $27M |
| 2023 | 1 | 183 | $32M |
| 2024 | 1 | 181 | $37M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Carpenters Local Union No 491 Annuity Plan in MD ($32M); by covered participants it is Morningside University Defined Contribution Retire in IA (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Carpenters Local Union No 491 Annuity Plan (MD) $32M · 1,108
- Greylock Pension Plan (MA) $32M · 272
- East Bay Restaurant & Tavern Retirement Plan (CA) $32M · 1,879
- Plumbers & Steamfitters Local 565 Pension Plan (WV) $32M · 559
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.