Defined Benefit (Pension) · DOL Form 5500 · 2023

Joint B. of Trustees of Local 522 Pension Fund Roofers Division Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
301
Participants Below avg headcount
82nd
Percentile by assets National rank
$122,267
Avg per participant Near avg balance/head
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Official DOL plan name: Local 522 Pension Fund Roofers Division · Sponsored by Joint B. of Trustees of Local 522 Pension Fund Roofers Division · New York · Construction

$37M in assets, 301 participants

Joint B. of Trustees of Local 522 Pension Fund Roofers Division's Local 522 Pension Fund Roofers Division reported $37M in total assets and 301 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,257 in Construction (9,030 peers)

Coverage in New York

Local 522 Pension Fund Roofers Division covers 301 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $37M.

#7,257
in Construction (9,030 peers)
+11.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Local 522 Pension Fund Roofers Division's outsized position by total assets

Local 522 Pension Fund Roofers Division vs every filed plan by assets

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

$36,802,389 Top 18% higher than 82% 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

Local 522 Pension Fund Roofers Division among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 522 Pension Fund Roofers Division sits mid-pack in the medium band (301 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 522 Pension Fund Roofers Division reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Local 522 Pension Fund Roofers Division end-of-year assets rose from $33M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Local 522 Pension Fund Roofers Division reported participants fell from 311 in the plan year 2022 filing to 301 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 116158900 · Joint B. of Trustees of Local 522 Pension Fund Roofers Division PY 2023 · Defined Benefit (Pension)

Local 522 Pension Fund Roofers Division · $37M · 301 · 82nd

  • PCT $37M
  • PCT 301
  • PCT 82nd
  • PCT Defined Benefit (Pension)
  • PCT near Halliburton Retirement Plan
  • PCT ind #7257

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 New York →

Local 522 Pension Fund Roofers Division in the asset neighbourhood

Huron Valley Steel Corporation Employees' Retirement PlanHuron Valley Steel Corporati…$37MHalliburton Retirement Plan$37MLocal 522 Pension Fund Roofers DivisionLocal 522 Pension Fund Roofe…$37MAsbestos Workers Local 42 Pension FundAsbestos Workers Local 42 Pe…$37MCapital Educators Federal Credit Union Defined Benefit Plan and TrustCapital Educators Federal Cr…$37M
End-of-year total assets ($M) among Local 522 Pension Fund Roofers Division and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$4M
Employer EIN116158900
Plan Effective Date1970-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint B. of Trustees of Local 522 Pension Fund Roofers Division)

Sponsor-wide plan assets over time

All Joint B. of Trustees of Local 522 Pension Fund Roofers Division plans reported in each filing year

Latest sponsor-wide plan assets
$41M 22.833756922794144% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.1M $40.6M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 311 $33M
2023 1 301 $37M
2024 1 313 $41M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 522 Pension Fund Roofers Division vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 522 Pension Fund Roofers Division, Total assets ($B): 0.036802389 · Participants: 301Local 522 Pension Fund Roofers DivisionIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Local 522 Pension Fund Roofers Division vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 522 Pension Fund Roofers Division side-by-side with 3 peers →

Local 522 Pension Fund Roofers Division's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Halliburton Retirement Plan in TX ($37M); by covered participants it is Buzzi Unicem USA Inc. Hourly Pension Plan in PA (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Local 522 Pension Fund Roofers Division assets move in 2023? ▼
Local 522 Pension Fund Roofers Division grew at a solid clip - up 11.3% during 2023, from $33M to $37M. Reported net income was $4M.
How have Joint B. of Trustees of Local 522 Pension Fund Roofers Division plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint B. of Trustees of Local 522 Pension Fund Roofers Division's sponsor-wide assets grew 22.8%, from $33M to $41M.
Where does Local 522 Pension Fund Roofers Division rank by assets among Form 5500 filers? ▼
Local 522 Pension Fund Roofers Division ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 522 Pension Fund Roofers Division? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Halliburton Retirement Plan in TX ($37M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 522 Pension Fund Roofers Division? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Buzzi Unicem USA Inc. Hourly Pension Plan in PA (301 participants, $102M 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 116158900.

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.