Money Purchase · DOL Form 5500 · 2023
Roofers Union Local No. 33 Thrift Fund Thrift Fd Money Purchase Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 1,155
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $105,419
- Avg per participant Below avg balance/head
Official DOL plan name: Roofers Union Local No. 33 Thrift Fund · Sponsored by Roofers Union Local No. 33 Thrift Fund Thrift Fd · Massachusetts · Construction
$122M in assets, 1,155 participants
Roofers Union Local No. 33 Thrift Fund Thrift Fd's Roofers Union Local No. 33 Thrift Fund reported $122M in total assets and 1,155 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,213 in Construction (9,030 peers)
Where Roofers Union Local No. 33 Thrift Fund sits by assets
Roofers Union Local No. 33 Thrift Fund sits in the top 10% of all filed plans by assets, $122M for 1,155 participants (~$105,419/participant), up 24.7% in 2023.
- #8,213
- in Construction (9,030 peers)
- +24.7%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Roofers Union Local No. 33 Thrift Fund's outsized position by total assets
Roofers Union Local No. 33 Thrift Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$121,758,530 Top 8% higher than 92% 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
Roofers Union Local No. 33 Thrift 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. Roofers Union Local No. 33 Thrift Fund lands in the large band (1,155 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roofers Union Local No. 33 Thrift Fund reported net income rose from $13M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Roofers Union Local No. 33 Thrift Fund end-of-year assets rose from $98M in the plan year 2022 filing to $122M in the plan year 2023 filing.
- Roofers Union Local No. 33 Thrift Fund reported participants rose from 1,046 in the plan year 2022 filing to 1,155 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 046358332 · Roofers Union Local No. 33 Thrift Fund Thrift Fd PY 2023 · Money Purchase
Roofers Union Local No. 33 Thrift Fund · $122M · 1,155 · 92nd
- IND $122M
- EOY 1,155
- 5500 92nd
- ASSETS Money Purchase
- PCT near B.a.C. Local No. 3 Defined Contribution Pension Plan
- EIN ind #8213
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 Massachusetts →
Roofers Union Local No. 33 Thrift Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $24M |
| Employer EIN | 046358332 |
| Plan Effective Date | 1976-02-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roofers Union Local No. 33 Thrift Fund Thrift Fd)
Sponsor-wide plan assets over time
All Roofers Union Local No. 33 Thrift Fund Thrift Fd plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 38.986908239775225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,046 | $98M |
| 2023 | 1 | 1,155 | $122M |
| 2024 | 1 | 1,200 | $136M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Roofers Union Local No. 33 Thrift Fund's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is B.a.C. Local No. 3 Defined Contribution Pension Plan in CA ($122M); by covered participants it is University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan in MD (1,158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- B.a.C. Local No. 3 Defined Contribution Pension Plan (CA) $122M · 758
- Macquarie Management Holdings, Inc. Retirement Plan (NY) $122M · 197
- Central Texas College Employees Pension Plan and Trust (TX) $122M · 617
- Iron Workers Local 399 Annuity Fund (NJ) $122M · 1,767
Similar participant headcount
Nearest other-state filings by covered participants (1,155 participants); asset peers above are excluded.
- University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan (MD) 1,158 · 3 off
- Ironworkers Local 11 Annuity Fund (NJ) 1,159 · 4 off
- IBEW Local Union 668 Employees Pension Plan (IN) 1,162 · 7 off
- Laborers' Local #157 Annuity Fund (NY) 1,142 · 13 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.