Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees Roofers and Slaters Local 248 Union Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
34
Participants Small participant base
44th
Percentile by assets National rank
$143,188
Avg per participant Near avg balance/head
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Official DOL plan name: Roofers Local 248 Pension Plan · Sponsored by Trustees Roofers and Slaters Local 248 Union · Massachusetts · Finance & Insurance

$5M in assets, 34 participants

Trustees Roofers and Slaters Local 248 Union's Roofers Local 248 Pension Plan reported $5M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,742 in Finance & Insurance (8,869 peers)

Trustees Roofers and Slaters Local 248 Union multi-year trail

Trustees Roofers and Slaters Local 248 Union's plans moved -12.8% in assets from 2022 to 2024; this filing shows Roofers Local 248 Pension Plan at $5M / 34 participants.

#2,742
in Finance & Insurance (8,869 peers)
-4.4%
assets change YoY

The plan reported a net loss of $226K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roofers Local 248 Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Roofers Local 248 Pension Plan vs every filed plan by assets

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

$4,868,387 44th percentile higher than 44% 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 248 Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofers Local 248 Pension Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roofers Local 248 Pension Plan reported net income rose from -$633K in the plan year 2022 filing to -$226K in the plan year 2023 filing.
  • Roofers Local 248 Pension Plan reported participants rose from 29 in the plan year 2022 filing to 34 in the plan year 2023 filing.
  • Roofers Local 248 Pension Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042316465 · Trustees Roofers and Slaters Local 248 Union PY 2023 · Defined Benefit (Pension)

Roofers Local 248 Pension Plan · $5M · 34 · 44th

  • EBSA $5M
  • EBSA 34
  • EBSA 44th
  • EBSA Defined Benefit (Pension)
  • EBSA near Retirement Plan for Employees of South Coast Medical Center
  • EBSA ind #2742

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Roofers Local 248 Pension Plan in the asset neighbourhood

Hitchcock Industries, Inc. Employee Pension PlanHitchcock Industries, Inc. E…$5MRoofers Local 248 Pension PlanRoofers Local 248 Pension Pl…$5MGerresheimer Glass Salaried Retirement PlanGerresheimer Glass Salaried …$5MRetirement Plan for Employees of South Coast Medical CenterRetirement Plan for Employee…$5MPension Plan for Hourly Employees of Cloverdale Employing UnitPension Plan for Hourly Empl…$5M
End-of-year total assets ($M) among Roofers Local 248 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Trustees Roofers and Slaters Local 248 Union multi-year asset trail

Sponsor-wide plan assets over time

All Trustees Roofers and Slaters Local 248 Union plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.80930823669644% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $5.09M $4.44M ▼ -12.8%
Year Plans Participants Total Assets
2022 1 29 $5M
2023 1 34 $5M
2024 1 44 $4M

Trustees Roofers and Slaters Local 248 Union filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$226K
Employer EIN042316465
Plan Effective Date1963-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Roofers Local 248 Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Roofers Local 248 Pension Plan, Total assets ($B): 0.004868387 · Participants: 34Roofers Local 248 Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Roofers Local 248 Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Roofers Local 248 Pension Plan side-by-side with 3 peers →

Roofers Local 248 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of South Coast Medical Center in CA ($5M); by covered participants it is H&n Group, Inc. Defined Benefit Pension Plan in CA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 248 Pension Plan assets move in 2023? ▼
Roofers Local 248 Pension Plan edged down modestly - down 4.4% during 2023, from $5M to $5M. Reported net income was -$226K.
How have Trustees Roofers and Slaters Local 248 Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees Roofers and Slaters Local 248 Union's sponsor-wide assets declined 12.8%, from $5M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Roofers Local 248 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of South Coast Medical Center in CA ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Local 248 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is H&n Group, Inc. Defined Benefit Pension Plan in CA (34 participants, $7M 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 042316465.

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.