Profit Sharing · DOL Form 5500 · 2024

Trustees of Roofers Local No. 96 Annuity Fund Profit Sharing Plan

Data updated 2026-07-24

$91M
Total assets: 1,062
Participants: 90th
Percentile by assets: $85,848
Avg per participant

Official DOL plan name: Roofers Local No. 96 Annuity Fund · Sponsored by Trustees of Roofers Local No. 96 Annuity Fund · Minnesota · Manufacturing

$91M in assets, 1,062 participants

Trustees of Roofers Local No. 96 Annuity Fund's Roofers Local No. 96 Annuity Fund reported $91M in total assets and 1,062 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 116,472 plans)

Where Roofers Local No. 96 Annuity Fund sits by assets

Roofers Local No. 96 Annuity Fund sits in the top 10% of all filed plans by assets, $91M for 1,062 participants (~$85,848/participant), up 11.4% in 2024.

$91M
total plan assets (2024 EOY): 1,062
covered participants: 90th
percentile by assets (of 116,472 plans): $85,848
avg assets per participant

Roofers Local No. 96 Annuity Fund reported net income fell from $12M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Roofers Local No. 96 Annuity Fund end-of-year assets rose from $82M in the plan year 2023 filing to $91M in the plan year 2024 filing.
Roofers Local No. 96 Annuity Fund reported participants fell from 1,073 in the plan year 2023 filing to 1,062 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Minnesota

Industry

Manufacturing

Roofers Local No. 96 Annuity Fund vs the 2024 asset distribution

By assets, Roofers Local No. 96 Annuity Fund outranks 90% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$82M
Net Assets (End of Year)	$91M
Net Income	$9M
Employer EIN	237452584
Plan Effective Date	1982-06-23
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of Roofers Local No. 96 Annuity Fund)

Total plan assets by year, all Trustees of Roofers Local No. 96 Annuity Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	1,063	$70M
2023	1	1,073	$82M
2024	1	1,062	$91M

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Roofers Local No. 96 Annuity Fund vs. nearby Profit Sharing plans in Minnesota, assets vs. participants

Pipe Trades Services Mn Pension Supplement Fund $1.8B · 6,017
Allina 403(b) Retirement Savings Plan $902M · 8,757
Fairview Health Services Pension Plan $644M · 4,702
Cargill Employee Retirement Account Plan $613M · 20,683
Regions Hospital Retirement Savings 401(k) Plan $602M · 6,323

Compare Roofers Local No. 96 Annuity Fund side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Roofers Local No. 96 Annuity Fund by total assets, not by location.

Smith Transport , Inc. Profit Sharing Plan (PA) $91M · 1,055
Mitchell Silberberg & Knupp Profit Sharing Plan (CA) $92M · 189
Impellam NA 401(k) Plan (GA) $92M · 4,435
Painting Industry Profit Sharing Annuity Plan (OH) $90M · 2,580

Frequently Asked Questions

How did Roofers Local No. 96 Annuity Fund assets move in 2024? ▼

Roofers Local No. 96 Annuity Fund grew at a solid clip - up 11.4% during 2024, from $82M to $91M. Reported net income was $9M.

How have Trustees of Roofers Local No. 96 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Roofers Local No. 96 Annuity Fund's sponsor-wide assets grew 29.7%, from $70M to $91M.

Where does Roofers Local No. 96 Annuity Fund rank by assets among Form 5500 filers? ▼

Roofers Local No. 96 Annuity Fund ranks in the 90th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Roofers Local No. 96 Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Smith Transport , Inc. Profit Sharing Plan in PA ($91M, 1,055 participants).

Next read for Roofers Local No. 96 Annuity Fund

Scale reading

Ways to act on Roofers Local No. 96 Annuity Fund's numbers.

By total assets, Roofers Local No. 96 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Minnesota. Compare plans
Trustees of Roofers Local No. 96 Annuity Fund's sponsor-wide assets have grown 29.7% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237452584.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.