Money Purchase · DOL Form 5500 · 2023

Union Roofers Supplemental Annuity Trust Fund Money Purchase Plan

Data updated 2026-08-11

$48M
Total assets: 5,358
Participants: 85th
Percentile by assets: $8,959
Avg per participant

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.

85th percentile by assets (of 127,072 plans)
#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.

$48M
total plan assets (2023 EOY): 5,358
covered participants: 85th
percentile by assets (of 127,072 plans): $8,959
avg assets per participant

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 →

State

California

Industry

Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Union Roofers Supplemental Annuity Trust Fund reports 5,358 participants - 8.5x that state average ($48M EOY assets).

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)

Total plan assets by year, all Union Roofers Supplemental Annuity Trust Fund plans on file

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… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Union Roofers Supplemental Annuity Trust Fund by total assets, not by location.

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

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).

Next read for Union Roofers Supplemental Annuity Trust…

Filing takeaways

Ways to act on Union Roofers Supplemental Annuity Trust Fund's numbers.

By total assets, Union Roofers Supplemental Annuity Trust Fund ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
Union Roofers Supplemental Annuity Trust Fund's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.