Money Purchase · DOL Form 5500 · 2024

Bot Roofers Union Local 221 Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
188
Participants Below avg headcount
70th
Percentile by assets National rank
$103,116
Avg per participant Below avg balance/head
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Official DOL plan name: Roofers Union Local 221 Annuity Plan · Sponsored by Bot Roofers Union Local 221 Annuity Plan · Hawaii · Construction

$19M in assets, 188 participants

Bot Roofers Union Local 221 Annuity Plan's Roofers Union Local 221 Annuity Plan reported $19M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,195 in Construction (9,039 peers)

Coverage in Hawaii

Roofers Union Local 221 Annuity Plan covers 188 participants in Hawaii, about 49% of the average Hawaii filer (state average ~380 per filing). Assets: $19M.

#6,195
in Construction (9,039 peers)
+11.8%
assets growth YoY

Roofers Union Local 221 Annuity Plan's outsized position by total assets

Roofers Union Local 221 Annuity Plan vs every filed plan by assets

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

$19,385,833 Top 30% higher than 70% 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 Union Local 221 Annuity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofers Union Local 221 Annuity Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roofers Union Local 221 Annuity Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Roofers Union Local 221 Annuity Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 990174607 · Bot Roofers Union Local 221 Annuity Plan PY 2024 · Money Purchase

Roofers Union Local 221 Annuity Plan · $19M · 188 · 70th

  • NET $19M
  • BOOK 188
  • VS-ST 70th
  • BOY Money Purchase
  • SCH near Brooklyn Navy Yard Development Corp. Pension Plan
  • EBSA ind #6195

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 Construction retirement plans → · Plans in Hawaii →

Roofers Union Local 221 Annuity Plan in the asset neighbourhood

Oxfam America Retirement Plan$20MWellston Retirement Plan for Members of Ufcw District Union Local 1059Wellston Retirement Plan for…$20MBrooklyn Navy Yard Development Corp. Pension PlanBrooklyn Navy Yard Developme…$19MRoofers Union Local 221 Annuity PlanRoofers Union Local 221 Annu…$19MEaa Qualified Pension Plan$19M
End-of-year total assets ($M) among Roofers Union Local 221 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN990174607
Plan Effective Date1977-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bot Roofers Union Local 221 Annuity Plan)

Sponsor-wide plan assets over time

All Bot Roofers Union Local 221 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$19M 19.59549525923099% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.2M $19.4M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 199 $16M
2023 1 189 $17M
2024 1 188 $19M

Nearby Money Purchase Plans in Hawaii

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Roofers Union Local 221 Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Roofers Union Local 221 Annuity Plan, Total assets ($M): 19.385833 · Participants: 188Roofers Union Local 221 Annuity PlanHawaii Carpenters Financial Security Fund, Total assets ($M): 662.307261 · Participants: 4066Hawaii Carpenters Financial Security FundPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 383.224142 · Participants: 1504Pamcah-Ua Local 675 Annuity PlanHawaii Laborers' Annuity Fund, Total assets ($M): 304.778375 · Participants: 3391Hawaii Laborers' Annuity FundHawaii Masons and Plasterers Annuity Plan, Total assets ($M): 126.877612 · Participants: 1143Hawaii Masons and Plasterers Annuity PlanFirst Hawaiian, Inc. Future Plan, Total assets ($M): 126.743054 · Participants: 1815First Hawaiian, Inc. Future Plan
Roofers Union Local 221 Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants
Compare Roofers Union Local 221 Annuity Plan side-by-side with 3 peers →

Roofers Union Local 221 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Hawaii, the nearest Money Purchase by assets is Brooklyn Navy Yard Development Corp. Pension Plan in NY ($19M); by covered participants it is Pax Machine Works, Inc. Pension Plan & Trust in OH (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Union Local 221 Annuity Plan assets move in 2024? ▼
Roofers Union Local 221 Annuity Plan grew at a solid clip - up 11.8% during 2024, from $17M to $19M. Reported net income was $2M.
How have Bot Roofers Union Local 221 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bot Roofers Union Local 221 Annuity Plan's sponsor-wide assets grew 19.6%, from $16M to $19M.
Which Money Purchase plans are similar in size to Roofers Union Local 221 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Brooklyn Navy Yard Development Corp. Pension Plan in NY ($19M, 121 participants).
Which Money Purchase plans cover a similar participant headcount to Roofers Union Local 221 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Pax Machine Works, Inc. Pension Plan & Trust in OH (188 participants, $28M 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 990174607.

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.