Defined Benefit (Pension) · DOL Form 5500 · 2023

Roofers Local 195 Pension Fund Pension Plan

Data updated 2026-08-25

$230K
Total assets Small plan by assets
N/A
Participants Small participant base
12th
Percentile by assets National rank
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Official DOL plan name: Roofers Local 195 Pension Fund · Sponsored by Roofers Local 195 Pension Fund · New York · Construction

$230K in assets, N/A participants

Roofers Local 195 Pension Fund's Roofers Local 195 Pension Fund reported $230K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #972 in Construction (9,030 peers)

Roofers Local 195 Pension Fund multi-year trail

Roofers Local 195 Pension Fund's plans moved +13.5% in assets from 2022 to 2024; this filing shows Roofers Local 195 Pension Fund at $230K / N/A participants.

#972
in Construction (9,030 peers)
-11.7%
assets change YoY

The plan reported a net loss of $886K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roofers Local 195 Pension Fund among the smaller filed plans by assets

Roofers Local 195 Pension Fund vs every filed plan by assets

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

$230,346 12th percentile higher than 12% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roofers Local 195 Pension Fund reported net income fell from -$774K in the plan year 2022 filing to -$886K in the plan year 2023 filing.
  • Roofers Local 195 Pension Fund end-of-year assets fell from $261K in the plan year 2022 filing to $230K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 166158018 · Roofers Local 195 Pension Fund PY 2023 · Defined Benefit (Pension)

Roofers Local 195 Pension Fund · $230K · N/A · 12th

  • PCT $230K
  • PCT N/A
  • PCT 12th
  • PCT Defined Benefit (Pension)
  • PCT near Zhealth, LLC Cash Balance Plan
  • PCT ind #972

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 Pension Fund in the asset neighbourhood

Roofers Local 195 Pension FundRoofers Local 195 Pension Fu…$230KZhealth, LLC Cash Balance PlanZhealth, LLC Cash Balance Pl…$230KVac-Alert of California, LLC Pension PlanVac-Alert of California, LLC…$230KSamrose & Shepard Defined Benefit Pension PlanSamrose & Shepard Defined Be…$229KSeltzer Business Management Inc Defined Benefit Pension PlanSeltzer Business Management …$227K
End-of-year total assets ($M) among Roofers Local 195 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Roofers Local 195 Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$296K 13.497520699189675% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.26M $0.3M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 N/A $261K
2023 1 N/A $230K
2024 1 N/A $296K

Roofers Local 195 Pension Fund filing trail (2023)

Total Assets (Beginning of Year)$261K
Net Assets (End of Year)-$7M
Net Income-$886K
Employer EIN166158018
Plan Effective Date1960-05-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Roofers Local 195 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Roofers Local 195 Pension Fund, Total assets ($B): 0.000230346 · Participants: 0Roofers Local 195 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 195 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Roofers Local 195 Pension Fund side-by-side with 3 peers →

Roofers Local 195 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Zhealth, LLC Cash Balance Plan in TN at $230K (this filing: $230K).

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 Pension Fund assets move in 2023? ▼
Roofers Local 195 Pension Fund pulled back noticeably - down 11.7% during 2023, from $261K to $230K. Reported net income was -$886K.
How have Roofers Local 195 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roofers Local 195 Pension Fund's sponsor-wide assets grew 13.5%, from $261K to $296K.
Where does Roofers Local 195 Pension Fund rank by assets among Form 5500 filers? ▼
Roofers Local 195 Pension Fund ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Roofers Local 195 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Zhealth, LLC Cash Balance Plan in TN ($230K, 11 participants).

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 166158018.

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.