Profit Sharing · DOL Form 5500 · 2023

Board of Trustees Roofers Local No. 74/203 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
521
Participants Below avg headcount
57th
Percentile by assets National rank
$17,460
Avg per participant Low balance/head
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Official DOL plan name: Roofers Local No. 74/203 Annuity Plan · Sponsored by Board of Trustees Roofers Local No. 74/203 Annuity Fund · New York · Construction

$9M in assets, 521 participants

Board of Trustees Roofers Local No. 74/203 Annuity Fund's Roofers Local No. 74/203 Annuity Plan reported $9M in total assets and 521 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #4,961 in Construction (9,030 peers)

Board of Trustees Roofers Local No. 74/203 Annuity Fund multi-year trail

Board of Trustees Roofers Local No. 74/203 Annuity Fund's plans moved +28.7% in assets from 2022 to 2024; this filing shows Roofers Local No. 74/203 Annuity Plan at $9M / 521 participants.

#4,961
in Construction (9,030 peers)
+23.2%
assets growth YoY

Roofers Local No. 74/203 Annuity Plan's mid-pack asset rank among Construction and all filers

Roofers Local No. 74/203 Annuity Plan vs every filed plan by assets

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

$9,096,890 Top 43% higher than 57% 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 No. 74/203 Annuity 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. Roofers Local No. 74/203 Annuity Plan sits mid-pack in the medium band (521 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roofers Local No. 74/203 Annuity Plan reported net income rose from $381K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Roofers Local No. 74/203 Annuity Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Roofers Local No. 74/203 Annuity Plan reported participants rose from 495 in the plan year 2022 filing to 521 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 452840767 · Board of Trustees Roofers Local No. 74/203 Annuity Fund PY 2023 · Profit Sharing

Roofers Local No. 74/203 Annuity Plan · $9M · 521 · 57th

  • EOY $9M
  • 5500 521
  • ASSETS 57th
  • PCT Profit Sharing
  • EIN near William B. Saleh Company Profit Sharing Plan
  • RANK ind #4961

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 No. 74/203 Annuity Plan in the asset neighbourhood

Roofers Local No. 74/203 Annuity PlanRoofers Local No. 74/203 Ann…$9MWilliam B. Saleh Company Profit Sharing PlanWilliam B. Saleh Company Pro…$9MEnterprise Rent-a-Car Retirement Savings Plan of Puerto RicoEnterprise Rent-a-Car Retire…$9MMurco Wall Products, Inc. Employees Profit Sharing PlanMurco Wall Products, Inc. Em…$9MMurco Wall Products, Inc. Employees Profit Sharing PlanMurco Wall Products, Inc. Em…$9M
End-of-year total assets ($M) among Roofers Local No. 74/203 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees Roofers Local No. 74/203 Annuity Fund multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees Roofers Local No. 74/203 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.707004758711403% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.38M $9.5M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 495 $7M
2023 1 521 $9M
2024 1 561 $10M

Board of Trustees Roofers Local No. 74/203 Annuity Fund filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN452840767
Plan Effective Date2011-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Roofers Local No. 74/203 Annuity Plan 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 ($B) Participants Roofers Local No. 74/203 Annuity Plan, Total assets ($B): 0.00909689 · Participants: 521Roofers Local No. 74/203 Annuity PlanAnnuity 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 No. 74/203 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Roofers Local No. 74/203 Annuity Plan side-by-side with 3 peers →

Roofers Local No. 74/203 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is William B. Saleh Company Profit Sharing Plan in CA ($9M); by covered participants it is Bacon County Hospital Tax Sheltered Annuity Plan in GA (521 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (521 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 No. 74/203 Annuity Plan assets move in 2023? ▼
Roofers Local No. 74/203 Annuity Plan grew sharply - up 23.2% during 2023, from $7M to $9M. Reported net income was $2M.
How have Board of Trustees Roofers Local No. 74/203 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Roofers Local No. 74/203 Annuity Fund's sponsor-wide assets grew 28.7%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Roofers Local No. 74/203 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is William B. Saleh Company Profit Sharing Plan in CA ($9M, 18 participants).
Which Profit Sharing plans cover a similar participant headcount to Roofers Local No. 74/203 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bacon County Hospital Tax Sheltered Annuity Plan in GA (521 participants, $10M 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 452840767.

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.