ROOFERS LOCAL 248 PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
TRUSTEES ROOFERS AND SLATERS LOCAL 248 UNION
This Other plan holds $5M in total assets and serves 34 participants as of 2023. It is sponsored by TRUSTEES ROOFERS AND SLATERS LOCAL 248 UNION in Massachusetts. The plan reported a net loss of $226K for the year.
What the Filing Says About ROOFERS LOCAL 248 PENSION PLAN
ROOFERS LOCAL 248 PENSION PLAN is a Other retirement plan sponsored by TRUSTEES ROOFERS AND SLATERS LOCAL 248 UNION, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 34 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042316465, and the plan has been effective since 1963-06-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $5M at the beginning of 2023 to $5M at year-end — a decline of 4.4%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-225,682 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $5M |
| Total Assets (End of Year) | $5M |
| Net Assets (End of Year) | $5M |
| Net Income | $-225,682 |
| Plan Type | Other |
| Employer EIN | 042316465 |
| Plan Effective Date | 1963-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (TRUSTEES ROOFERS AND SLATERS LOCAL 248 UNION)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $5M |
| 2023 | 1 | 34 | $5M |
Nearby Other Plans in Massachusetts
Peer Other plans — same state, same plan type — ranked by total assets.
- NEW ENGLAND TEAMSTERS PENSION FUND $9.1B · 21,786
- N. ATLANTIC STATES CARP. PENSION FUND $5.0B · 17,166
- N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND $3.7B · 10,911
- MASSACHUSETTS LABORERS' PENSION FUND $2.3B · 10,116
- ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W. $1.9B · 6,014
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.