Defined Benefit (Pension) · DOL Form 5500 · 2023

Roofers Local No. 241 Pension Fund Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
217
Participants Below avg headcount
82nd
Percentile by assets National rank
$166,597
Avg per participant Above avg balance/head
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Official DOL plan name: Roofers Local No. 241 Pension Fund · Sponsored by Roofers Local No. 241 Pension Fund · New York · Construction

$36M in assets, 217 participants

Roofers Local No. 241 Pension Fund's Roofers Local No. 241 Pension Fund reported $36M in total assets and 217 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.

  • #7,235 in Construction (9,030 peers)

Coverage in New York

Roofers Local No. 241 Pension Fund covers 217 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $36M.

#7,235
in Construction (9,030 peers)
+11.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Roofers Local No. 241 Pension Fund's outsized position by total assets

Roofers Local No. 241 Pension Fund vs every filed plan by assets

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

$36,151,496 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

Roofers Local No. 241 Pension Fund 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. Roofers Local No. 241 Pension Fund sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roofers Local No. 241 Pension Fund reported participants rose from 181 in the plan year 2022 filing to 217 in the plan year 2023 filing.
  • Roofers Local No. 241 Pension Fund reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Roofers Local No. 241 Pension Fund end-of-year assets rose from $32M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 516125180 · Roofers Local No. 241 Pension Fund PY 2023 · Defined Benefit (Pension)

Roofers Local No. 241 Pension Fund · $36M · 217 · 82nd

  • EIN $36M
  • EIN 217
  • EIN 82nd
  • EIN Defined Benefit (Pension)
  • EIN near W.R. Grace & Co. Retirement Plan for Non-Union Hourly Employees
  • EIN ind #7235

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 →

Roofers Local No. 241 Pension Fund in the asset neighbourhood

Pinkerton Tobacco Hourly Employees Retirement PlanPinkerton Tobacco Hourly Emp…$36MNon-Contributory Retirement Program for Certain Empl of Bcbs WyomingNon-Contributory Retirement …$36MOneoncology Cash Balance Pension PlanOneoncology Cash Balance Pen…$36MRoofers Local No. 241 Pension FundRoofers Local No. 241 Pensio…$36MW.R. Grace & Co. Retirement Plan for Non-Union Hourly EmployeesW.R. Grace & Co. Retirement …$36M
End-of-year total assets ($M) among Roofers Local No. 241 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$36M
Net Income$4M
Employer EIN516125180
Plan Effective Date1970-12-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Roofers Local No. 241 Pension Fund)

Sponsor-wide plan assets over time

All Roofers Local No. 241 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$40M 22.201487714360418% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.5M $39.7M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 181 $32M
2023 1 217 $36M
2024 1 196 $40M

Nearby Defined Benefit (Pension) Plans in New York

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

Roofers Local No. 241 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Roofers Local No. 241 Pension Fund, Total assets ($B): 0.036151496 · Participants: 217Roofers Local No. 241 Pension FundIBM 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
Roofers Local No. 241 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Roofers Local No. 241 Pension Fund side-by-side with 3 peers →

Roofers Local No. 241 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is W.R. Grace & Co. Retirement Plan for Non-Union Hourly Employees in MD ($36M); by covered participants it is Air Canada U.S. Pension Plan in (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 No. 241 Pension Fund assets move in 2023? ▼
Roofers Local No. 241 Pension Fund grew at a solid clip - up 11.3% during 2023, from $32M to $36M. Reported net income was $4M.
How have Roofers Local No. 241 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roofers Local No. 241 Pension Fund's sponsor-wide assets grew 22.2%, from $32M to $40M.
Where does Roofers Local No. 241 Pension Fund rank by assets among Form 5500 filers? ▼
Roofers Local No. 241 Pension Fund 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 Roofers Local No. 241 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is W.R. Grace & Co. Retirement Plan for Non-Union Hourly Employees in MD ($36M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Local No. 241 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Air Canada U.S. Pension Plan in (217 participants, $145M 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 516125180.

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.