Money Purchase · DOL Form 5500 · 2023

Roofers Union Local No. 33 Thrift Fund Thrift Fd Money Purchase Plan

Data updated 2026-08-11

$122M
Total assets: 1,155
Participants: 92nd
Percentile by assets: $105,419
Avg per participant

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.

92nd percentile by assets (of 127,072 plans)
#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.

$122M
total plan assets (2023 EOY): 1,155
covered participants: 92nd
percentile by assets (of 127,072 plans): $105,419
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Construction

Roofers Union Local No. 33 Thrift Fund vs the 2023 asset distribution

By assets, Roofers Union Local No. 33 Thrift Fund outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Roofers Union Local No. 33 Thrift Fund Thrift Fd plans on file

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.

Roofers Union Local No. 33 Thrift Fund vs. nearby Money Purchase plans in Massachusetts, assets vs. participants

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

Compare Roofers Union Local No. 33 Thrift Fund side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Roofers Union Local No. 33 Thrift Fund by total assets, not by location.

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

Frequently Asked Questions

How did Roofers Union Local No. 33 Thrift Fund assets move in 2023? ▼

Roofers Union Local No. 33 Thrift Fund grew sharply - up 24.7% during 2023, from $98M to $122M. Reported net income was $24M.

How have Roofers Union Local No. 33 Thrift Fund Thrift Fd plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Roofers Union Local No. 33 Thrift Fund Thrift Fd's sponsor-wide assets grew 39.0%, from $98M to $136M.

Where does Roofers Union Local No. 33 Thrift Fund rank by assets among Form 5500 filers? ▼

Roofers Union Local No. 33 Thrift Fund ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Money Purchase plans are similar in size to Roofers Union Local No. 33 Thrift Fund? ▼

Among Money Purchase plans in other states, the closest by assets is B.a.C. Local No. 3 Defined Contribution Pension Plan in CA ($122M, 758 participants).

Next read for Roofers Union Local No. 33 Thrift Fund

Scale reading

Ways to act on Roofers Union Local No. 33 Thrift Fund's numbers.

By total assets, Roofers Union Local No. 33 Thrift Fund ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
Roofers Union Local No. 33 Thrift Fund Thrift Fd's sponsor-wide assets have grown 39.0% since 2022 across 3 plan years on file. More Construction 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 046358332.