Other
2023 plan-year Other DOL Form 5500

ROOFERS LOCAL NO. 88 PENSION FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ROOFERS LOCAL NO. 88 PENSION FUND BOARD OF TRUSTEES

This Other plan holds $25M in total assets and serves 134 participants as of 2023. It is sponsored by ROOFERS LOCAL NO. 88 PENSION FUND BOARD OF TRUSTEES in Illinois. The plan reported positive net income of $82K for the year.

Total Assets (2023)
$25M
Participants
134
State
Industry
Construction

What the Filing Says About ROOFERS LOCAL NO. 88 PENSION FUND

ROOFERS LOCAL NO. 88 PENSION FUND is a Other retirement plan sponsored by ROOFERS LOCAL NO. 88 PENSION FUND BOARD OF TRUSTEES, headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 134 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 346615264, and the plan has been effective since 1968-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $25M at the beginning of 2023 to $25M at year-end — a gain of 0.3%. Net assets (after liabilities) closed the year at $25M, with reported net income of $82K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$25M
Total Assets (End of Year)$25M
Net Assets (End of Year)$25M
Net Income$82K
Plan TypeOther
Employer EIN346615264
Plan Effective Date1968-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ROOFERS LOCAL NO. 88 PENSION FUND BOARD OF TRUSTEES)

Year Plans Participants Total Assets
2022 1 112 $25M
2023 1 134 $25M
2024 1 124 $24M

Nearby Other Plans in Illinois

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the ROOFERS LOCAL NO. 88 PENSION FUND?
As of the 2023 Form 5500 filing, ROOFERS LOCAL NO. 88 PENSION FUND holds $25M in total assets with 134 participants. It is sponsored by ROOFERS LOCAL NO. 88 PENSION FUND BOARD OF TRUSTEES.
What type of plan is ROOFERS LOCAL NO. 88 PENSION FUND?
ROOFERS LOCAL NO. 88 PENSION FUND is a Other plan. It has been effective since 1968-05-01. The plan is filed with the U.S. Department of Labor under EIN 346615264.
Who sponsors the ROOFERS LOCAL NO. 88 PENSION FUND?
ROOFERS LOCAL NO. 88 PENSION FUND is sponsored by ROOFERS LOCAL NO. 88 PENSION FUND BOARD OF TRUSTEES, located in Illinois. The sponsor's EIN is 346615264 and the plan operates in the Construction industry.
How did ROOFERS LOCAL NO. 88 PENSION FUND perform in 2023?
ROOFERS LOCAL NO. 88 PENSION FUND grew by 0.3% during 2023, moving from $25M to $25M in total assets. Net income was $82K.
Where can I find official filings for ROOFERS LOCAL NO. 88 PENSION FUND?
Official Form 5500 filings for ROOFERS LOCAL NO. 88 PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 346615264 or plan name at efast.dol.gov.
How does ROOFERS LOCAL NO. 88 PENSION FUND compare to other plans?
You can compare ROOFERS LOCAL NO. 88 PENSION FUND against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 346615264.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.