Defined Benefit (Pension) · DOL Form 5500 · 2023
United Union of Roofers, Waterproofers and Allied Workers, Local No. Pension Plan
Data updated 2026-08-25
- $94M
- Total assets Below avg plan size
- 247
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $380,362
- Avg per participant High balance/head
Official DOL plan name: United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan · Sponsored by United Union of Roofers, Waterproofers and Allied Workers, Local No. · Ohio · Construction
$94M in assets, 247 participants
United Union of Roofers, Waterproofers and Allied Workers, Local No.'s United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan reported $94M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #8,051 in Construction (9,030 peers)
Coverage in Ohio
United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan covers 247 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $94M.
- #8,051
- in Construction (9,030 peers)
- +5.1%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan's outsized position by total assets
United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$93,949,419 Top 9% higher than 91% 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
United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan 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. United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan sits mid-pack in the medium band (247 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan end-of-year assets rose from $89M in the plan year 2022 filing to $94M in the plan year 2023 filing.
- United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan reported participants fell from 256 in the plan year 2022 filing to 247 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 346611397 · United Union of Roofers, Waterproofers and Allied Workers, Local No. PY 2023 · Defined Benefit (Pension)
United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan · $94M · 247 · 91st
- 5500 $94M
- ASSETS 247
- PCT 91st
- EIN Defined Benefit (Pension)
- RANK near Houston Hospitals, Inc. Retirement Plan
- PHOTO ind #8051
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 Ohio →
United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $94M |
| Net Income | $5M |
| Employer EIN | 346611397 |
| Plan Effective Date | 1967-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Union of Roofers, Waterproofers and Allied Workers, Local No.)
Sponsor-wide plan assets over time
All United Union of Roofers, Waterproofers and Allied Workers, Local No. plans reported in each filing year
- Latest sponsor-wide plan assets
- $98M 9.919394150184042% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 256 | $89M |
| 2023 | 1 | 247 | $94M |
| 2024 | 1 | 265 | $98M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Houston Hospitals, Inc. Retirement Plan in GA ($94M); by covered participants it is Woodward Hrt Pension Plan in CO (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($94M here).
Similar participant headcount
Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.
- Woodward Hrt Pension Plan (CO) 247 · 0 off
- Lexmark Retirement Growth Account Plan II (KY) 247 · 0 off
- Wausau Paper Corp. Retirement Plan (PA) 247 · 0 off
- Sheet Metal Workers Local No. 4 Pension Plan (TN) 247 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.