Defined Benefit (Pension) · DOL Form 5500 · 2023
Joint Board of Trustees Roofers Local Union 30 Pension Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 769
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $204,006
- Avg per participant Above avg balance/head
Official DOL plan name: Roofers Union Local 30 Combined Pension Fund · Sponsored by Joint Board of Trustees Roofers Local Union 30 · Michigan · Finance & Insurance
$157M in assets, 769 participants
Joint Board of Trustees Roofers Local Union 30's Roofers Union Local 30 Combined Pension Fund reported $157M in total assets and 769 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.
- #8,009 in Finance & Insurance (8,869 peers)
Where Roofers Union Local 30 Combined Pension Fund sits by assets
Roofers Union Local 30 Combined Pension Fund sits in the top 10% of all filed plans by assets, $157M for 769 participants (~$204,006/participant), up 10.5% in 2023.
- #8,009
- in Finance & Insurance (8,869 peers)
- +10.5%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Roofers Union Local 30 Combined Pension Fund's outsized position by total assets
Roofers Union Local 30 Combined Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$156,880,348 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
Roofers Union Local 30 Combined 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 30 Combined Pension Fund sits mid-pack in the medium band (769 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roofers Union Local 30 Combined Pension Fund reported net income rose from -$25M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Roofers Union Local 30 Combined Pension Fund end-of-year assets rose from $142M in the plan year 2022 filing to $157M in the plan year 2023 filing.
- Roofers Union Local 30 Combined Pension Fund reported participants fell from 794 in the plan year 2022 filing to 769 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 236289069 · Joint Board of Trustees Roofers Local Union 30 PY 2023 · Defined Benefit (Pension)
Roofers Union Local 30 Combined Pension Fund · $157M · 769 · 94th
- 5500 $157M
- 5500 769
- 5500 94th
- 5500 Defined Benefit (Pension)
- 5500 near Local 91 Pension Fund
- 5500 ind #8009
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 Finance & Insurance retirement plans → · Plans in Michigan →
Roofers Union Local 30 Combined Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $142M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | $15M |
| Employer EIN | 236289069 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees Roofers Local Union 30)
Sponsor-wide plan assets over time
All Joint Board of Trustees Roofers Local Union 30 plans reported in each filing year
- Latest sponsor-wide plan assets
- $171M 20.70217045005919% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 794 | $142M |
| 2023 | 1 | 769 | $157M |
| 2024 | 1 | 759 | $171M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Roofers Union Local 30 Combined Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Local 91 Pension Fund in NY ($157M); by covered participants it is Central Iowa Carpenters Pension Plan in MN (770 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- Local 91 Pension Fund (NY) $157M · 2,324
- Teamsters Local 210 Affiliated Pension Trust Fund (NY) $157M · 926
- Ampacet Corporation Employees' Retirement Plan (NY) $157M · 221
- Circor International, Inc. Retirement Plan (MA) $157M · 126
Similar participant headcount
Nearest other-state filings by covered participants (769 participants); asset peers above are excluded.
- Central Iowa Carpenters Pension Plan (MN) 770 · 1 off
- Advance Pension Plan (NY) 770 · 1 off
- Warehouse Employees Local No. 570 Pension Fund (MD) 771 · 2 off
- Northwest Bricklayers Pension Plan (OR) 772 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.