Defined Benefit (Pension) · DOL Form 5500 · 2024

Bot Roofers Local 221 Pension Trust Fund Pension Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
342
Participants Below avg headcount
82nd
Percentile by assets National rank
$126,236
Avg per participant Near avg balance/head
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Official DOL plan name: Roofers Local 221 Pension Trust Fund · Sponsored by Bot Roofers Local 221 Pension Trust Fund · Hawaii · Construction

$43M in assets, 342 participants

Bot Roofers Local 221 Pension Trust Fund's Roofers Local 221 Pension Trust Fund reported $43M in total assets and 342 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,299 in Construction (9,039 peers)

Where Roofers Local 221 Pension Trust Fund sits by assets

Roofers Local 221 Pension Trust Fund sits in the top quartile of all filed plans by assets, $43M for 342 participants (~$126,236/participant), up 10.7% in 2024.

#7,299
in Construction (9,039 peers)
+10.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Roofers Local 221 Pension Trust Fund's outsized position by total assets

Roofers Local 221 Pension Trust Fund vs every filed plan by assets

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

$43,172,726 Top 18% higher than 82% 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 221 Pension Trust Fund 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 Local 221 Pension Trust Fund sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roofers Local 221 Pension Trust Fund reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Roofers Local 221 Pension Trust Fund end-of-year assets rose from $39M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Roofers Local 221 Pension Trust Fund reported participants fell from 351 in the plan year 2023 filing to 342 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 990208117 · Bot Roofers Local 221 Pension Trust Fund PY 2024 · Defined Benefit (Pension)

Roofers Local 221 Pension Trust Fund · $43M · 342 · 82nd

  • RANK $43M
  • PHOTO 342
  • IND 82nd
  • EOY Defined Benefit (Pension)
  • 5500 near Tma-Ila Pension Plan
  • ASSETS ind #7299

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 Local 221 Pension Trust Fund in the asset neighbourhood

Nortek Retirement Plan$43MRoofers Local 221 Pension Trust FundRoofers Local 221 Pension Tr…$43MTma-Ila Pension Plan$43MNixon Peabody LLP Partner Parity Plan INixon Peabody LLP Partner Pa…$43MNixon Peabody LLP Partner Parity Plan IINixon Peabody LLP Partner Pa…$43M
End-of-year total assets ($M) among Roofers Local 221 Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$43M
Net Income$4M
Employer EIN990208117
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bot Roofers Local 221 Pension Trust Fund)

Sponsor-wide plan assets over time

All Bot Roofers Local 221 Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$43M 28.592732112948106% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.6M $43.2M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 358 $34M
2023 1 351 $39M
2024 1 342 $43M

Nearby Defined Benefit (Pension) Plans in Hawaii

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Roofers Local 221 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants Roofers Local 221 Pension Trust Fund, Total assets ($B): 0.043172726 · Participants: 342Roofers Local 221 Pension Trust FundRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.91294567 · Participants: 2268Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesHotel Union and Hotel Industry of Hawaii Pension Plan, Total assets ($B): 0.762813335 · Participants: 7636Hotel Union and Hotel Industry of Hawaii Pension PlanPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.622083628 · Participants: 1532Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.467943122 · Participants: 4992The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.430124826 · Participants: 5658Hawaii Pacific Health Retirement Plan
Roofers Local 221 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Roofers Local 221 Pension Trust Fund side-by-side with 3 peers →

Roofers Local 221 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Tma-Ila Pension Plan in VA ($43M); by covered participants it is Floyd Healthcare Management, Inc. Retirement Plan in GA (342 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (342 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 221 Pension Trust Fund assets move in 2024? ▼
Roofers Local 221 Pension Trust Fund grew at a solid clip - up 10.7% during 2024, from $39M to $43M. Reported net income was $4M.
How have Bot Roofers Local 221 Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bot Roofers Local 221 Pension Trust Fund's sponsor-wide assets grew 28.6%, from $34M to $43M.
Where does Roofers Local 221 Pension Trust Fund rank by assets among Form 5500 filers? ▼
Roofers Local 221 Pension Trust Fund ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Roofers Local 221 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tma-Ila Pension Plan in VA ($43M, 218 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Local 221 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Floyd Healthcare Management, Inc. Retirement Plan in GA (342 participants, $71M 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 990208117.

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.