ROOFERS UNION LOCAL NO. 33 THRIFT FUND
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
ROOFERS UNION LOCAL NO. 33 THRIFT FUND THRIFT FD
This Money Purchase plan holds $122M in total assets and serves 1,155 participants as of 2023. It is sponsored by ROOFERS UNION LOCAL NO. 33 THRIFT FUND THRIFT FD in Massachusetts. The plan reported positive net income of $24M for the year.
What the Filing Says About ROOFERS UNION LOCAL NO. 33 THRIFT FUND
ROOFERS UNION LOCAL NO. 33 THRIFT FUND is a Money Purchase retirement plan sponsored by ROOFERS UNION LOCAL NO. 33 THRIFT FUND THRIFT FD, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $122M in total end-of-year assets and covers 1,155 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 046358332, and the plan has been effective since 1976-02-18. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $98M at the beginning of 2023 to $122M at year-end — a gain of 24.7%. Net assets (after liabilities) closed the year at $122M, with reported net income of $24M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $98M |
| Total Assets (End of Year) | $122M |
| Net Assets (End of Year) | $122M |
| Net Income | $24M |
| Plan Type | Money Purchase |
| 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)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,046 | $98M |
| 2023 | 1 | 1,155 | $122M |
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
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.