Money Purchase · DOL Form 5500 · 2024
Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun Money Purchase Plan
Data updated 2026-08-11
- $18M
- Total assets
- 289
- Participants
- 68th
- Percentile by assets
- $63,047
- Avg per participant
Official DOL plan name: Roofers & Waterproofers Local 37 Annuity Fund · Sponsored by Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun · Pennsylvania · Construction
$18M in assets, 289 participants
Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun's Roofers & Waterproofers Local 37 Annuity Fund reported $18M in total assets and 289 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- 68th percentile by assets (of 123,622 plans)
- #6,074 in Construction (9,039 peers)
Coverage in Pennsylvania
Roofers & Waterproofers Local 37 Annuity Fund covers 289 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.
- $18M
- total plan assets (2024 EOY)
- 289
- covered participants
- 68th
- percentile by assets (of 123,622 plans)
- $63,047
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roofers & Waterproofers Local 37 Annuity Fund reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Roofers & Waterproofers Local 37 Annuity Fund end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Roofers & Waterproofers Local 37 Annuity Fund reported participants rose from 285 in the plan year 2023 filing to 289 in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Roofers & Waterproofers Local 37 Annuity Fund reports 289 participants - about 35% of that state average ($18M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $1M |
| Employer EIN | 256145217 |
| Plan Effective Date | 1970-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 291 | $15M |
| 2023 | 1 | 285 | $17M |
| 2024 | 1 | 289 | $18M |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Roofers & Waterproofers Local 37 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
- Duane Morris Retirement Plan $338M · 484
- IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
- Milton Hershey School Money Purchase Pension Plan $181M · 1,500
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Roofers & Waterproofers Local 37 Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did Roofers & Waterproofers Local 37 Annuity Fund assets move in 2024? ▼
How have Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Roofers & Waterproofers Local 37 Annuity Fund? ▼
Next read for Roofers & Waterproofers Local 37 Annuity…
Filing takeaways
Ways to act on Roofers & Waterproofers Local 37 Annuity Fund's numbers.
- By total assets, Roofers & Waterproofers Local 37 Annuity Fund ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun's sponsor-wide assets have grown 19.3% since 2022 across 3 plan years on file. More Construction plans