Defined Benefit (Pension) · DOL Form 5500 · 2023
Roofers Local 149 Pension Fund Pension Plan
Data updated 2026-08-25
- $316M
- Total assets Above avg plan size
- 1,111
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $284,068
- Avg per participant High balance/head
Official DOL plan name: Roofers Local 149 Pension Fund · Sponsored by Roofers Local 149 Pension Fund · Michigan · Construction
$316M in assets, 1,111 participants
Roofers Local 149 Pension Fund's Roofers Local 149 Pension Fund reported $316M in total assets and 1,111 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,638 in Construction (9,030 peers)
Where Roofers Local 149 Pension Fund sits by assets
Roofers Local 149 Pension Fund sits in the top 5% of all filed plans by assets, $316M for 1,111 participants (~$284,068/participant), up 12.5% in 2023.
- #8,638
- in Construction (9,030 peers)
- +12.5%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Roofers Local 149 Pension Fund's outsized position by total assets
Roofers Local 149 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$315,599,169 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Roofers Local 149 Pension Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofers Local 149 Pension Fund lands in the large band (1,111 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roofers Local 149 Pension Fund reported net income rose from -$3M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Roofers Local 149 Pension Fund reported participants rose from 979 in the plan year 2022 filing to 1,111 in the plan year 2023 filing.
- Roofers Local 149 Pension Fund end-of-year assets rose from $280M in the plan year 2022 filing to $316M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 381425819 · Roofers Local 149 Pension Fund PY 2023 · Defined Benefit (Pension)
Roofers Local 149 Pension Fund · $316M · 1,111 · 96th
- ASSETS $316M
- ASSETS 1,111
- ASSETS 96th
- ASSETS Defined Benefit (Pension)
- ASSETS near Florida Carpenters Pension Plan
- ASSETS ind #8638
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 Michigan →
Roofers Local 149 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $280M |
|---|---|
| Net Assets (End of Year) | $316M |
| Net Income | $35M |
| Employer EIN | 381425819 |
| Plan Effective Date | 1968-09-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roofers Local 149 Pension Fund)
Sponsor-wide plan assets over time
All Roofers Local 149 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $334M 19.16482239939632% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 979 | $280M |
| 2023 | 1 | 1,111 | $316M |
| 2024 | 1 | 1,106 | $334M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Roofers Local 149 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Florida Carpenters Pension Plan in TN ($315M); by covered participants it is National Hockey League Players Retirement Benefit Plan in NY (1,111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($316M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,111 participants); asset peers above are excluded.
- National Hockey League Players Retirement Benefit Plan (NY) 1,111 · 0 off
- Plumbers and Pipefitters Local Union No. 572 Pension Fund (TN) 1,112 · 1 off
- Evergy, Inc. Joint Trusteed Retirement Plan (MO) 1,112 · 1 off
- Ppg Industries, Inc. Retirement Plan C (PA) 1,113 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.