Money Purchase · DOL Form 5500 · 2024
Bot Roofers Union Local 221 Annuity Plan Money Purchase Plan
Data updated 2026-08-06
- $19M
- Total assets
- 188
- Participants
- 70th
- Percentile by assets
- $103,116
- Avg per participant
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.
- 70th percentile by assets (of 116,472 plans)
- #5,833 in Construction (8,304 peers)
Bot Roofers Union Local 221 Annuity Plan multi-year trail
Bot Roofers Union Local 221 Annuity Plan's plans moved +19.6% in assets from 2022 to 2024; this filing shows Roofers Union Local 221 Annuity Plan at $19M / 188 participants.
- $19M
- total plan assets (2024 EOY)
- 188
- covered participants
- 70th
- percentile by assets (of 116,472 plans)
- $103,116
- avg assets per participant
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.
Bot Roofers Union Local 221 Annuity Plan across 3 plan years on file
Across the 3 plan years Bot Roofers Union Local 221 Annuity Plan has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $19M, a gain of 19.6%, while reported participants moved from 199 to 188 (-5.5%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($16M).
Bot Roofers Union Local 221 Annuity Plan multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 199 | $16M |
| 2023 | 1 | 189 | $17M |
| 2024 | 1 | 188 | $19M |
Bot Roofers Union Local 221 Annuity Plan filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 990174607 |
| Plan Effective Date | 1977-05-01 |
| Filing Status | FILING RECEIVED |
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
- Hawaii Carpenters Financial Security Fund $662M · 4,066
- Hawaii Masons and Plasterers Annuity Plan $127M · 1,143
- First Hawaiian, Inc. Future Plan $127M · 1,815
- Waianae Coast Comprehensive Health Center Pension Trust Plan $32M · 515
- Lung Rose Voss & Wagnild Money Purchase Pension Plan $15M · 40
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Roofers Union Local 221 Annuity Plan by total assets, not by location.
- Wellston Retirement Plan for Members of Ufcw District Union Local 1059 (MN) $20M · 445
- Oxfam America Retirement Plan (MA) $20M · 230
- The William H. Miner Agricultural Research Institute Pension Plan (NY) $20M · 49
- Defined Contribution Pension Plan for the Employees of Children's Home Society of California (CA) $19M · 199
Frequently Asked Questions
How did Roofers Union Local 221 Annuity Plan assets move in 2024? ▼
How have Bot Roofers Union Local 221 Annuity Plan plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Roofers Union Local 221 Annuity Plan? ▼
Next read for Roofers Union Local 221 Annuity Plan
Multi-year trail
Ways to act on Roofers Union Local 221 Annuity Plan's numbers.
- By total assets, Roofers Union Local 221 Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Hawaii. Compare plans
- Bot Roofers Union Local 221 Annuity Plan's sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Construction plans