Profit Sharing · DOL Form 5500 · 2023
Joint Board of Trustees Roofers Union Local 30 Profit Sharing Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 2,061
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $51,540
- Avg per participant Low balance/head
Official DOL plan name: Roofers Union Local 30 Combined Annuity Fund · Sponsored by Joint Board of Trustees Roofers Union Local 30 · Michigan · Construction
$106M in assets, 2,061 participants
Joint Board of Trustees Roofers Union Local 30's Roofers Union Local 30 Combined Annuity Fund reported $106M in total assets and 2,061 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.
- #8,131 in Construction (9,030 peers)
Coverage in Michigan
Roofers Union Local 30 Combined Annuity Fund covers 2,061 participants in Michigan, 3.2x the typical Michigan plan (state average ~638 per filing). Assets: $106M.
- #8,131
- in Construction (9,030 peers)
- +11.4%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Roofers Union Local 30 Combined Annuity Fund's outsized position by total assets
Roofers Union Local 30 Combined Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$106,223,079 Top 8% higher than 92% 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
Roofers Union Local 30 Combined 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. Roofers Union Local 30 Combined Annuity Fund lands in the large band (2,061 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roofers Union Local 30 Combined Annuity Fund reported net income rose from -$9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Roofers Union Local 30 Combined Annuity Fund end-of-year assets rose from $95M in the plan year 2022 filing to $106M in the plan year 2023 filing.
- Roofers Union Local 30 Combined Annuity Fund reported participants fell from 2,216 in the plan year 2022 filing to 2,061 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 232567112 · Joint Board of Trustees Roofers Union Local 30 PY 2023 · Profit Sharing
Roofers Union Local 30 Combined Annuity Fund · $106M · 2,061 · 92nd
- PART $106M
- TYPE 2,061
- NET 92nd
- BOOK Profit Sharing
- VS-ST near Operative Plasterers and Cement Masons Profit Sharing Annuity Plan
- BOY ind #8131
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 Michigan →
Roofers Union Local 30 Combined Annuity Fund in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | $11M |
| Employer EIN | 232567112 |
| Plan Effective Date | 1989-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees Roofers Union Local 30)
Sponsor-wide plan assets over time
All Joint Board of Trustees Roofers Union Local 30 plans reported in each filing year
- Latest sponsor-wide plan assets
- $112M 17.3735271143754% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,216 | $95M |
| 2023 | 1 | 2,061 | $106M |
| 2024 | 1 | 2,045 | $112M |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.7B · 14,349
- Construction Industry Retirement Fund of Rockford $564M · 10,685
- Ohio Carpenters' Annuity Plan $410M · 9,314
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $288M · 1,404
- NECA-IBEW Memphis Retirement Plan $213M · 2,389
Roofers Union Local 30 Combined Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Operative Plasterers and Cement Masons Profit Sharing Annuity Plan in OH ($106M); by covered participants it is IBEW Local No. 236 Annuity Plan in NY (2,058 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Operative Plasterers and Cement Masons Profit Sharing Annuity Plan (OH) $106M · 1,427
- Beloit Health System 403(b) Plan (WI) $106M · 1,571
- Bond, Schoeneck & King, PLLC Members Retirement Plan (NY) $107M · 154
- Central National Gottesman Inc Profit Sharing Plan (NY) $106M · 315
Similar participant headcount
Nearest other-state filings by covered participants (2,061 participants); asset peers above are excluded.
- IBEW Local No. 236 Annuity Plan (NY) 2,058 · 3 off
- Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan (PA) 2,051 · 10 off
- St. Lawrence Health System 403(b) Retirement Plan (NY) 2,075 · 14 off
- Plumbers and Gasfitters Local 5 Retirement Savings Plan (MD) 2,043 · 18 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.