Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$91M
Total assets Below avg plan size
1,062
Participants Near avg headcount
90th
Percentile by assets National rank
$85,848
Avg per participant Below avg balance/head
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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.

  • #15,108 in Manufacturing (17,777 peers)

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.

#15,108
in Manufacturing (17,777 peers)
+11.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Roofers Local No. 96 Annuity Fund's outsized position by total assets

Roofers Local No. 96 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$91,170,285 Top 10% higher than 90% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Roofers Local No. 96 Annuity Fund's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofers Local No. 96 Annuity Fund lands in the large band (1,062 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 237452584 · Trustees of Roofers Local No. 96 Annuity Fund PY 2024 · Profit Sharing

Roofers Local No. 96 Annuity Fund · $91M · 1,062 · 90th

  • TYPE $91M
  • NET 1,062
  • BOOK 90th
  • VS-ST Profit Sharing
  • BOY near Plumbers Local #210 Retirement Fund
  • SCH ind #15108

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 Manufacturing retirement plans → · Plans in Minnesota →

Roofers Local No. 96 Annuity Fund in the asset neighbourhood

Impellam NA 401(k) Plan$92MMitchell Silberberg & Knupp Profit Sharing PlanMitchell Silberberg & Knupp …$92MSmith Transport , Inc. Profit Sharing PlanSmith Transport , Inc. Profi…$91MRoofers Local No. 96 Annuity FundRoofers Local No. 96 Annuity…$91MPlumbers Local #210 Retirement FundPlumbers Local #210 Retireme…$91M
End-of-year total assets ($M) among Roofers Local No. 96 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$91M
Net Income$9M
Employer EIN237452584
Plan Effective Date1982-06-23
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Trustees of Roofers Local No. 96 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$91M 29.73779656331813% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70.3M $91.2M ▲ +29.7%
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 Scatter plot of 6 data points. 0500010000150002000025000 00.511.52 Total assets ($B) Participants Roofers Local No. 96 Annuity Fund, Total assets ($B): 0.091170285 · Participants: 1062Roofers Local No. 96 Annuity FundPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.820221913 · Participants: 6017Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.902491999 · Participants: 8757Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.64405166 · Participants: 4702Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.612718536 · Participants: 20683Cargill Employee Retirement Account PlanRegions Hospital Retirement Savings 401(k) Plan, Total assets ($B): 0.601951844 · Participants: 6323Regions Hospital Retirement Savings 401(k) Plan
Roofers Local No. 96 Annuity Fund vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Roofers Local No. 96 Annuity Fund side-by-side with 3 peers →

Roofers Local No. 96 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Plumbers Local #210 Retirement Fund in IN ($91M); by covered participants it is Haynes and Boone Investment Directed Profit Sharing Plan in TX (1,069 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,062 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 123,622 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 Plumbers Local #210 Retirement Fund in IN ($91M, 272 participants).
Which Profit Sharing plans cover a similar participant headcount to Roofers Local No. 96 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Haynes and Boone Investment Directed Profit Sharing Plan in TX (1,069 participants, $310M in assets).

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.