Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Roofers Local No. 75 Pension Fund Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
67
Participants Small participant base
54th
Percentile by assets National rank
$118,326
Avg per participant Near avg balance/head
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Official DOL plan name: Roofers Local No. 75 Pension Fund · Sponsored by Board of Trustees Roofers Local No. 75 Pension Fund · Indiana · Construction

$8M in assets, 67 participants

Board of Trustees Roofers Local No. 75 Pension Fund's Roofers Local No. 75 Pension Fund reported $8M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #4,696 in Construction (9,030 peers)

Board of Trustees Roofers Local No. 75 Pension Fund multi-year trail

Board of Trustees Roofers Local No. 75 Pension Fund's plans moved +90.0% in assets from 2022 to 2024; this filing shows Roofers Local No. 75 Pension Fund at $8M / 67 participants.

#4,696
in Construction (9,030 peers)
+2.7%
assets growth YoY

Roofers Local No. 75 Pension Fund's mid-pack asset rank among Construction and all filers

Roofers Local No. 75 Pension Fund vs every filed plan by assets

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

$7,927,853 Top 46% higher than 54% 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. 75 Pension Fund 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 No. 75 Pension Fund is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roofers Local No. 75 Pension Fund reported net income rose from -$802K in the plan year 2022 filing to $207K in the plan year 2023 filing.
  • Roofers Local No. 75 Pension Fund reported participants rose from 53 in the plan year 2022 filing to 67 in the plan year 2023 filing.
  • Roofers Local No. 75 Pension Fund end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311010072 · Board of Trustees Roofers Local No. 75 Pension Fund PY 2023 · Defined Benefit (Pension)

Roofers Local No. 75 Pension Fund · $8M · 67 · 54th

  • SCH $8M
  • SCH 67
  • SCH 54th
  • SCH Defined Benefit (Pension)
  • SCH near Employee Benefits Plan of the William Breman Jewish Home, Inc
  • SCH ind #4696

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 Indiana →

Roofers Local No. 75 Pension Fund in the asset neighbourhood

Roofers Local No. 75 Pension FundRoofers Local No. 75 Pension…$8MEmployee Benefits Plan of the William Breman Jewish Home, IncEmployee Benefits Plan of th…$8MRetirement Plan of the Blood Bank of HawaiiRetirement Plan of the Blood…$8MJones Dairy Farm Non Union Employees Pension PlanJones Dairy Farm Non Union E…$8MTile Setters and Finishers of No Ca Pension PlanTile Setters and Finishers o…$8M
End-of-year total assets ($M) among Roofers Local No. 75 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees Roofers Local No. 75 Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees Roofers Local No. 75 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$15M 89.9720432091535% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.72M $14.7M ▲ +89.9%
Year Plans Participants Total Assets
2022 1 53 $8M
2023 1 67 $8M
2024 1 63 $15M

Board of Trustees Roofers Local No. 75 Pension Fund filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$207K
Employer EIN311010072
Plan Effective Date1962-08-03
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

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

Roofers Local No. 75 Pension Fund vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Roofers Local No. 75 Pension Fund, Total assets ($B): 0.007927853 · Participants: 67Roofers Local No. 75 Pension FundThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Roofers Local No. 75 Pension Fund vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Roofers Local No. 75 Pension Fund side-by-side with 3 peers →

Roofers Local No. 75 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Employee Benefits Plan of the William Breman Jewish Home, Inc in GA ($8M); by covered participants it is Employees' Pension Plan of Florida Public Utilities Company in DE (67 participants). Same-state nearby plans are listed separately above.

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. 75 Pension Fund assets move in 2023? ▼
Roofers Local No. 75 Pension Fund edged up modestly - up 2.7% during 2023, from $8M to $8M. Reported net income was $207K.
How have Board of Trustees Roofers Local No. 75 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Roofers Local No. 75 Pension Fund's sponsor-wide assets grew 90.0%, from $8M to $15M.
Which Defined Benefit (Pension) plans are similar in size to Roofers Local No. 75 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employee Benefits Plan of the William Breman Jewish Home, Inc in GA ($8M, 51 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Local No. 75 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Pension Plan of Florida Public Utilities Company in DE (67 participants, $49M 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 311010072.

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.