Money Purchase · DOL Form 5500 · 2024

Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun Money Purchase Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
289
Participants Below avg headcount
68th
Percentile by assets National rank
$63,047
Avg per participant Low balance/head
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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.

  • #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.

#6,074
in Construction (9,039 peers)
+6.5%
assets growth YoY

Roofers & Waterproofers Local 37 Annuity Fund's outsized position by total assets

Roofers & Waterproofers Local 37 Annuity Fund vs every filed plan by assets

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

$18,220,542 Top 32% higher than 68% 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 & Waterproofers Local 37 Annuity 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 & Waterproofers Local 37 Annuity Fund sits mid-pack in the medium band (289 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 256145217 · Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun PY 2024 · Money Purchase

Roofers & Waterproofers Local 37 Annuity Fund · $18M · 289 · 68th

  • VS-ST $18M
  • BOY 289
  • SCH 68th
  • EBSA Money Purchase
  • PART near San Luis Valley Health Money Purchase Plan
  • TYPE ind #6074

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 Pennsylvania →

Roofers & Waterproofers Local 37 Annuity Fund in the asset neighbourhood

Consortium for Worker Education, Inc. 401(a) DC PlConsortium for Worker Educat…$18MRefinery Terminal Fire Company Money Purchase Pension PlanRefinery Terminal Fire Compa…$18MSan Luis Valley Health Money Purchase PlanSan Luis Valley Health Money…$18MRoofers & Waterproofers Local 37 Annuity FundRoofers & Waterproofers Loca…$18MDefined Contribution Pension Plan for Employees of Graham WindhamDefined Contribution Pension…$18M
End-of-year total assets ($M) among Roofers & Waterproofers Local 37 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN256145217
Plan Effective Date1970-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun)

Sponsor-wide plan assets over time

All Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun plans reported in each filing year

Latest sponsor-wide plan assets
$18M 19.252009765284075% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $15.3M $18.2M ▲ +19.2%
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 Scatter plot of 6 data points. 01000200030004000 -20002004006008001000 Total assets ($M) Participants Roofers & Waterproofers Local 37 Annuity Fund, Total assets ($M): 18.220542 · Participants: 289Roofers & Waterproofers Local 37 Annuity FundCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 805.686551 · Participants: 3427Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 338.044788 · Participants: 484Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 193.343343 · Participants: 657IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 181.070322 · Participants: 1500Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 153.792471 · Participants: 602Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Roofers & Waterproofers Local 37 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Roofers & Waterproofers Local 37 Annuity Fund side-by-side with 3 peers →

Roofers & Waterproofers Local 37 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is San Luis Valley Health Money Purchase Plan in CO ($18M); by covered participants it is Community Action Committee of Pike County Retirement Plan in OH (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 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 & Waterproofers Local 37 Annuity Fund assets move in 2024? ▼
Roofers & Waterproofers Local 37 Annuity Fund grew at a solid clip - up 6.5% during 2024, from $17M to $18M. Reported net income was $1M.
How have Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Roofers & Waterproofers Local 37 Annuity Fun's sponsor-wide assets grew 19.3%, from $15M to $18M.
Which Money Purchase plans are similar in size to Roofers & Waterproofers Local 37 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is San Luis Valley Health Money Purchase Plan in CO ($18M, 611 participants).
Which Money Purchase plans cover a similar participant headcount to Roofers & Waterproofers Local 37 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Community Action Committee of Pike County Retirement Plan in OH (288 participants, $5M 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 256145217.

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.