Defined Benefit (Pension) · DOL Form 5500 · 2023

Roofers Local Union No. 22 Pension Board of Trustees Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
216
Participants Below avg headcount
79th
Percentile by assets National rank
$133,820
Avg per participant Near avg balance/head
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Official DOL plan name: Roofers Local Union No. 22 Pension Fund · Sponsored by Roofers Local Union No. 22 Pension Board of Trustees · New York · Construction

$29M in assets, 216 participants

Roofers Local Union No. 22 Pension Board of Trustees's Roofers Local Union No. 22 Pension Fund reported $29M in total assets and 216 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.

  • #6,956 in Construction (9,030 peers)

Coverage in New York

Roofers Local Union No. 22 Pension Fund covers 216 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $29M.

#6,956
in Construction (9,030 peers)
+6.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Roofers Local Union No. 22 Pension Fund's outsized position by total assets

Roofers Local Union No. 22 Pension Fund vs every filed plan by assets

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

$28,905,105 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

Roofers Local Union No. 22 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 Local Union No. 22 Pension Fund sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roofers Local Union No. 22 Pension Fund reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Roofers Local Union No. 22 Pension Fund reported participants fell from 240 in the plan year 2022 filing to 216 in the plan year 2023 filing.
  • Roofers Local Union No. 22 Pension Fund end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 046698212 · Roofers Local Union No. 22 Pension Board of Trustees PY 2023 · Defined Benefit (Pension)

Roofers Local Union No. 22 Pension Fund · $29M · 216 · 79th

  • BOY $29M
  • BOY 216
  • BOY 79th
  • BOY Defined Benefit (Pension)
  • BOY near Columbus Regional Healthcare System Employees' Pension Plan
  • BOY ind #6956

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 →

Roofers Local Union No. 22 Pension Fund in the asset neighbourhood

The Gibbs & Cox, Inc. Pension PlanThe Gibbs & Cox, Inc. Pensio…$29MRoofers Local Union No. 22 Pension FundRoofers Local Union No. 22 P…$29MColumbus Regional Healthcare System Employees' Pension PlanColumbus Regional Healthcare…$29MRetirement Plan for Employees of Unisea, Inc.Retirement Plan for Employee…$29MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$29M
End-of-year total assets ($M) among Roofers Local Union No. 22 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 EIN046698212
Plan Effective Date1963-05-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Roofers Local Union No. 22 Pension Board of Trustees)

Sponsor-wide plan assets over time

All Roofers Local Union No. 22 Pension Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$30M 10.369702557606704% vs 2022
2024 filing year
$26M$27M$28M$29M$30M$31M 202220232024 $27.1M $29.9M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 240 $27M
2023 1 216 $29M
2024 1 237 $30M

Nearby Defined Benefit (Pension) Plans in New York

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

Roofers Local Union No. 22 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Roofers Local Union No. 22 Pension Fund, Total assets ($B): 0.028905105 · Participants: 216Roofers Local Union No. 22 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
Roofers Local Union No. 22 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Roofers Local Union No. 22 Pension Fund side-by-side with 3 peers →

Roofers Local Union No. 22 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 Columbus Regional Healthcare System Employees' Pension Plan in NC ($29M); by covered participants it is Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust in KY (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Local Union No. 22 Pension Fund assets move in 2023? ▼
Roofers Local Union No. 22 Pension Fund grew at a solid clip - up 6.5% during 2023, from $27M to $29M. Reported net income was $2M.
How have Roofers Local Union No. 22 Pension Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roofers Local Union No. 22 Pension Board of Trustees's sponsor-wide assets grew 10.4%, from $27M to $30M.
Where does Roofers Local Union No. 22 Pension Fund rank by assets among Form 5500 filers? ▼
Roofers Local Union No. 22 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 Roofers Local Union No. 22 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Columbus Regional Healthcare System Employees' Pension Plan in NC ($29M, 176 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Local Union No. 22 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust in KY (216 participants, $120M 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 046698212.

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.