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
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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

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 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.

See the national 2022→2023 release diff →

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

Detroit Diesel Corporation Hourly-Rate Employees Pension PlanDetroit Diesel Corporation H…$316MIBEW Local 683 Pension Fund Pension PlanIBEW Local 683 Pension Fund …$316MRoofers Local 149 Pension FundRoofers Local 149 Pension Fu…$316MFlorida Carpenters Pension PlanFlorida Carpenters Pension P…$315MRetirement Plan for Employees of Intermountain Power Service CorporationRetirement Plan for Employee…$315M
End-of-year total assets ($M) among Roofers Local 149 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$280M
Net Assets (End of Year)$316M
Net Income$35M
Employer EIN381425819
Plan Effective Date1968-09-02
Filing StatusFILING 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
$260M$280M$300M$320M$340M 202220232024 $280M $334M ▲ +19.2%
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.

Roofers Local 149 Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Roofers Local 149 Pension Fund, Total assets ($B): 0.315599169 · Participants: 1111Roofers Local 149 Pension FundGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Roofers Local 149 Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (1,111 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 149 Pension Fund assets move in 2023?
Roofers Local 149 Pension Fund grew at a solid clip - up 12.5% during 2023, from $280M to $316M. Reported net income was $35M.
How have Roofers Local 149 Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Roofers Local 149 Pension Fund's sponsor-wide assets grew 19.2%, from $280M to $334M.
Where does Roofers Local 149 Pension Fund rank by assets among Form 5500 filers?
Roofers Local 149 Pension Fund ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Roofers Local 149 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Florida Carpenters Pension Plan in TN ($315M, 1,750 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Local 149 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Hockey League Players Retirement Benefit Plan in NY (1,111 participants, $758M in assets).