Profit Sharing · DOL Form 5500 · 2023

Roofers Local 195 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
207
Participants Below avg headcount
59th
Percentile by assets National rank
$50,105
Avg per participant Low balance/head
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Official DOL plan name: Roofers Local 195 Annuity Fund · Sponsored by Roofers Local 195 Annuity Fund · New York · Construction

$10M in assets, 207 participants

Roofers Local 195 Annuity Fund's Roofers Local 195 Annuity Fund reported $10M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,217 in Construction (9,030 peers)

Coverage in New York

Roofers Local 195 Annuity Fund covers 207 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $10M.

#5,217
in Construction (9,030 peers)
+8.5%
assets growth YoY

Roofers Local 195 Annuity Fund's mid-pack asset rank among Construction and all filers

Roofers Local 195 Annuity Fund vs every filed plan by assets

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

$10,371,774 Top 41% higher than 59% 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 195 Annuity 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 195 Annuity Fund sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roofers Local 195 Annuity Fund end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Roofers Local 195 Annuity Fund reported participants rose from 197 in the plan year 2022 filing to 207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 141721374 · Roofers Local 195 Annuity Fund PY 2023 · Profit Sharing

Roofers Local 195 Annuity Fund · $10M · 207 · 59th

  • EOY $10M
  • 5500 207
  • ASSETS 59th
  • PCT Profit Sharing
  • EIN near Gateways Hospital Retirement Plan
  • RANK ind #5217

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 195 Annuity Fund in the asset neighbourhood

403(b) Thrift Plan for Community Health Programs, Inc.403(b) Thrift Plan for Commu…$10MGateways Hospital Retirement PlanGateways Hospital Retirement…$10MRoofers Local 195 Annuity FundRoofers Local 195 Annuity Fu…$10MEvergreen Center, Inc. Defined Contribution Retirement PlanEvergreen Center, Inc. Defin…$10MThe Makens Company Profit Sharing PlanThe Makens Company Profit Sh…$10M
End-of-year total assets ($M) among Roofers Local 195 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$817K
Employer EIN141721374
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roofers Local 195 Annuity Fund)

Sponsor-wide plan assets over time

All Roofers Local 195 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$11M 14.23131811105345% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.56M $10.9M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 197 $10M
2023 1 207 $10M
2024 1 205 $11M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Roofers Local 195 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Roofers Local 195 Annuity Fund, Total assets ($B): 0.010371774 · Participants: 207Roofers Local 195 Annuity FundAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Roofers Local 195 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Roofers Local 195 Annuity Fund side-by-side with 3 peers →

Roofers Local 195 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Gateways Hospital Retirement Plan in CA ($10M); by covered participants it is IBEW Local No. 607 Annuity Fund in NJ (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 195 Annuity Fund assets move in 2023? ▼
Roofers Local 195 Annuity Fund grew at a solid clip - up 8.5% during 2023, from $10M to $10M. Reported net income was $817K.
How have Roofers Local 195 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roofers Local 195 Annuity Fund's sponsor-wide assets grew 14.2%, from $10M to $11M.
Which Profit Sharing plans are similar in size to Roofers Local 195 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Gateways Hospital Retirement Plan in CA ($10M, 376 participants).
Which Profit Sharing plans cover a similar participant headcount to Roofers Local 195 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is IBEW Local No. 607 Annuity Fund in NJ (207 participants, $35M 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 141721374.

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.