Profit Sharing · DOL Form 5500 · 2023
Roofers & Slaters Local Union No. 248 Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 46
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $114,175
- Avg per participant Below avg balance/head
Official DOL plan name: Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund · Sponsored by Roofers & Slaters Local Union No. 248 · Massachusetts · Other Services
$5M in assets, 46 participants
Roofers & Slaters Local Union No. 248's Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund reported $5M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #5,229 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund ranks #5,229 of 7,857 2023 filers by assets (382% of the sector average)-$5M for 46 participants.
- #5,229
- in Other Services (7,857 peers)
- +19.6%
- assets growth YoY
Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund's mid-pack asset rank among Other Services and all filers
Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,252,069 45th percentile higher than 45% 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 & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund is a small filing (46 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund reported net income rose from $193K in the plan year 2022 filing to $860K in the plan year 2023 filing.
- Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund reported participants rose from 35 in the plan year 2022 filing to 46 in the plan year 2023 filing.
- Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
DOL schedule card
Filing strip 042636807 · Roofers & Slaters Local Union No. 248 PY 2023 · Profit Sharing
Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund · $5M · 46 · 45th
- EOY $5M
- EOY 46
- EOY 45th
- EOY Profit Sharing
- EOY near Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan
- EOY ind #5229
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 Other Services retirement plans → · Plans in Massachusetts →
Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $860K |
| Employer EIN | 042636807 |
| Plan Effective Date | 1976-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roofers & Slaters Local Union No. 248)
Sponsor-wide plan assets over time
All Roofers & Slaters Local Union No. 248 plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 19.568443725140984% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $4M |
| 2023 | 1 | 46 | $5M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan in NJ ($5M); by covered participants it is Contero Corp. Retirement Plan in NC (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.
- Contero Corp. Retirement Plan (NC) 46 · 0 off
- Industrial Steel Inc Profit Sharing Plan and Trust (FL) 46 · 0 off
- Camko Inc. Retirement Plan (NJ) 46 · 0 off
- Stc Fitness, Inc. Retirement Plan (MN) 46 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.