Defined Benefit (Pension) · DOL Form 5500 · 2023

Roofers Union Local No.33 Pension Fund Pension Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
516
Participants Below avg headcount
92nd
Percentile by assets National rank
$235,520
Avg per participant Above avg balance/head
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Official DOL plan name: Roofers Union Local No.33 Pension Fund · Sponsored by Roofers Union Local No.33 Pension Fund · Massachusetts · Construction

$122M in assets, 516 participants

Roofers Union Local No.33 Pension Fund's Roofers Union Local No.33 Pension Fund reported $122M in total assets and 516 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,211 in Construction (9,030 peers)

Where Roofers Union Local No.33 Pension Fund sits by assets

Roofers Union Local No.33 Pension Fund sits in the top 10% of all filed plans by assets, $122M for 516 participants (~$235,520/participant), up 13.4% in 2023.

#8,211
in Construction (9,030 peers)
+13.4%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Roofers Union Local No.33 Pension Fund's outsized position by total assets

Roofers Union Local No.33 Pension Fund vs every filed plan by assets

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

$121,528,502 Top 8% higher than 92% 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

Roofers Union Local No.33 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. Roofers Union Local No.33 Pension Fund sits mid-pack in the medium band (516 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roofers Union Local No.33 Pension Fund reported net income rose from -$15M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Roofers Union Local No.33 Pension Fund end-of-year assets rose from $107M in the plan year 2022 filing to $122M in the plan year 2023 filing.
  • Roofers Union Local No.33 Pension Fund reported participants rose from 500 in the plan year 2022 filing to 516 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042228135 · Roofers Union Local No.33 Pension Fund PY 2023 · Defined Benefit (Pension)

Roofers Union Local No.33 Pension Fund · $122M · 516 · 92nd

  • NET $122M
  • NET 516
  • NET 92nd
  • NET Defined Benefit (Pension)
  • NET near Esco Corporation Pension Plan
  • NET ind #8211

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 Massachusetts →

Roofers Union Local No.33 Pension Fund in the asset neighbourhood

Pan-American Life Insurance Company Employees' Retirement Benefit PlanPan-American Life Insurance …$122MBig Heart Pet Brands Retirement PlanBig Heart Pet Brands Retirem…$122MEsco Corporation Pension Plan$122MRoofers Union Local No.33 Pension FundRoofers Union Local No.33 Pe…$122MDefined Benefit Pension Plan for the Employees of Excela HealthDefined Benefit Pension Plan…$121M
End-of-year total assets ($M) among Roofers Union Local No.33 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$122M
Net Income$14M
Employer EIN042228135
Plan Effective Date1957-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roofers Union Local No.33 Pension Fund)

Sponsor-wide plan assets over time

All Roofers Union Local No.33 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$139M 29.94321361108557% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $107M $139M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 500 $107M
2023 1 516 $122M
2024 1 523 $139M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Roofers Union Local No.33 Pension Fund vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Roofers Union Local No.33 Pension Fund, Total assets ($B): 0.121528502 · Participants: 516Roofers Union Local No.33 Pension FundConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Roofers Union Local No.33 Pension Fund vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Roofers Union Local No.33 Pension Fund side-by-side with 3 peers →

Roofers Union Local No.33 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Esco Corporation Pension Plan in TX ($122M); by covered participants it is Jones Day Pension Plan in OH (516 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (516 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.

Frequently Asked Questions

How did Roofers Union Local No.33 Pension Fund assets move in 2023? ▼
Roofers Union Local No.33 Pension Fund grew at a solid clip - up 13.4% during 2023, from $107M to $122M. Reported net income was $14M.
How have Roofers Union Local No.33 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roofers Union Local No.33 Pension Fund's sponsor-wide assets grew 29.9%, from $107M to $139M.
Where does Roofers Union Local No.33 Pension Fund rank by assets among Form 5500 filers? ▼
Roofers Union Local No.33 Pension Fund ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Roofers Union Local No.33 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Esco Corporation Pension Plan in TX ($122M, 257 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Union Local No.33 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jones Day Pension Plan in OH (516 participants, $340M 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 042228135.

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.