Money Purchase · DOL Form 5500 · 2023

Union Roofers Supplemental Annuity Trust Fund Money Purchase Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size: 5,358
Participants Above avg headcount: 85th
Percentile by assets National rank: $8,959
Avg per participant Low balance/head

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Official DOL plan name: Union Roofers Supplemental Annuity Trust Fund · Sponsored by Union Roofers Supplemental Annuity Trust Fund · California · Finance & Insurance

$48M in assets, 5,358 participants

Union Roofers Supplemental Annuity Trust Fund's Union Roofers Supplemental Annuity Trust Fund reported $48M in total assets and 5,358 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

#6,843 in Finance & Insurance (8,869 peers)

Coverage in California

Union Roofers Supplemental Annuity Trust Fund covers 5,358 participants in California, 8.5x the typical California plan (state average ~630 per filing). Assets: $48M.

#6,843
in Finance & Insurance (8,869 peers): +18.8%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Union Roofers Supplemental Annuity Trust Fund's outsized position by total assets

Union Roofers Supplemental Annuity Trust Fund vs every filed plan by assets

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

$48,000,753 Top 15% higher than 85% 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

Union Roofers Supplemental Annuity Trust 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. Union Roofers Supplemental Annuity Trust Fund lands in the large band (5,358 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Union Roofers Supplemental Annuity Trust Fund reported net income rose from $3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Union Roofers Supplemental Annuity Trust Fund reported participants fell from 6,715 in the plan year 2022 filing to 5,358 in the plan year 2023 filing.
Union Roofers Supplemental Annuity Trust Fund end-of-year assets rose from $40M in the plan year 2022 filing to $48M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953070101 · Union Roofers Supplemental Annuity Trust Fund PY 2023 · Money Purchase

Union Roofers Supplemental Annuity Trust Fund · $48M · 5,358 · 85th

5500 $48M
ASSETS 5,358
PCT 85th
EIN Money Purchase
RANK near Mid-South Regional Council Local 318 Money
PHOTO ind #6843

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 Finance & Insurance retirement plans → · Plans in California →

End-of-year total assets ($M) among Union Roofers Supplemental Annuity Trust Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$40M
Net Assets (End of Year)	$48M
Net Income	$8M
Employer EIN	953070101
Plan Effective Date	1974-08-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Union Roofers Supplemental Annuity Trust Fund)

Latest sponsor-wide plan assets: $53M 32.28041285844675% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	6,715	$40M
2023	1	5,358	$48M
2024	1	5,782	$53M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Union Roofers Supplemental Annuity Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants

The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168

Compare Union Roofers Supplemental Annuity Trust Fund side-by-side with 3 peers →

Union Roofers Supplemental Annuity Trust Fund's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Mid-South Regional Council Local 318 Money in TN ($48M); by covered participants it is Samaritan Health Services Retirement Plan in OR (5,389 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Mid-South Regional Council Local 318 Money (TN) $48M · 554
Pipefitters and Plumbers Local No. 524 Pension and Annuity Plan (PA) $48M · 384
Pension Plan for Employees of East Tennessee Children's Hospital (TN) $48M · 761
Cement Masons' Local 502 and Plasterers' Area 5 an (IL) $48M · 2,127

Similar participant headcount

Nearest other-state filings by covered participants (5,358 participants); asset peers above are excluded.

Samaritan Health Services Retirement Plan (OR) 5,389 · 31 off
Telephone and Data Systems, Inc. Pension Plan (WI) 5,421 · 63 off
Local 68 Engineers Union Annuity Plan (NJ) 5,196 · 162 off
Virginia Mason Medical Center Retirement Plan (WA) 5,542 · 184 off

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 Union Roofers Supplemental Annuity Trust Fund assets move in 2023? ▼

Union Roofers Supplemental Annuity Trust Fund grew sharply - up 18.8% during 2023, from $40M to $48M. Reported net income was $8M.

How have Union Roofers Supplemental Annuity Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Union Roofers Supplemental Annuity Trust Fund's sponsor-wide assets grew 32.3%, from $40M to $53M.

Where does Union Roofers Supplemental Annuity Trust Fund rank by assets among Form 5500 filers? ▼

Union Roofers Supplemental Annuity Trust Fund ranks in the 85th 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 Money Purchase plans are similar in size to Union Roofers Supplemental Annuity Trust Fund? ▼

Among Money Purchase plans in other states, the closest by assets is Mid-South Regional Council Local 318 Money in TN ($48M, 554 participants).

Which Money Purchase plans cover a similar participant headcount to Union Roofers Supplemental Annuity Trust Fund? ▼

Among Money Purchase plans in other states, the closest by covered participants is Samaritan Health Services Retirement Plan in OR (5,389 participants, $289M 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 953070101.