Profit Sharing · DOL Form 5500 · 2024

Joint Board of Trustees Roofers Union Local 30 Profit Sharing Plan

Data updated 2026-07-24

$112M
Total assets: 2,045
Participants: 91st
Percentile by assets: $54,716
Avg per participant

Official DOL plan name: Roofers Union Local 30 Combined Annuity Fund · Sponsored by Joint Board of Trustees Roofers Union Local 30 · Michigan · Construction

$112M in assets, 2,045 participants

Joint Board of Trustees Roofers Union Local 30's Roofers Union Local 30 Combined Annuity Fund reported $112M in total assets and 2,045 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 116,472 plans)

Coverage in Michigan

Roofers Union Local 30 Combined Annuity Fund covers 2,045 participants in Michigan, 3.2x the typical Michigan plan (state average ~632 per filing). Assets: $112M.

$112M
total plan assets (2024 EOY): 2,045
covered participants: 91st
percentile by assets (of 116,472 plans): $54,716
avg assets per participant

Roofers Union Local 30 Combined Annuity Fund reported net income fell from $11M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Roofers Union Local 30 Combined Annuity Fund end-of-year assets rose from $106M in the plan year 2023 filing to $112M in the plan year 2024 filing.
Roofers Union Local 30 Combined Annuity Fund reported participants fell from 2,061 in the plan year 2023 filing to 2,045 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Michigan

Industry

Construction

Participants vs Michigan filers

In Michigan, the average filing covers about 632 participants across 3,963 plans. Roofers Union Local 30 Combined Annuity Fund reports 2,045 participants - 3.2x that state average ($112M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)	$106M
Net Assets (End of Year)	$112M
Net Income	$6M
Employer EIN	232567112
Plan Effective Date	1989-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Joint Board of Trustees Roofers Union Local 30)

Total plan assets by year, all Joint Board of Trustees Roofers Union Local 30 plans on file

Year	Plans	Participants	Total Assets
2022	1	2,216	$95M
2023	1	2,061	$106M
2024	1	2,045	$112M

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Roofers Union Local 30 Combined Annuity Fund vs. nearby Profit Sharing plans in Michigan, assets vs. participants

Henry Ford Health System Retirement Savings Plan $1.8B · 13,461
Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $340M · 1,472
Iron Workers Defined Contribution Pension Fund Plan $232M · 5,319
NECA-IBEW Memphis Retirement Plan $230M · 2,755
Plumbers and Pipefitters Local Union 520 Annuity Plan $220M · 1,639

Compare Roofers Union Local 30 Combined Annuity … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Roofers Union Local 30 Combined Annuity Fund by total assets, not by location.

Sheet Metal Workers Local Union No. 12 Annuity Fund (PA) $112M · 973
Moses/Weitzman Health System, Inc. 403b Retirement Plan (CT) $112M · 1,209
Au Health Systems, Inc. 401(a) Retirement Savings Plan (GA) $113M · 1,478
Boston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates (PR) $113M · 980

Frequently Asked Questions

How did Roofers Union Local 30 Combined Annuity Fund assets move in 2024? ▼

Roofers Union Local 30 Combined Annuity Fund grew at a solid clip - up 5.4% during 2024, from $106M to $112M. Reported net income was $6M.

How have Joint Board of Trustees Roofers Union Local 30 plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Joint Board of Trustees Roofers Union Local 30's sponsor-wide assets grew 17.4%, from $95M to $112M.

Where does Roofers Union Local 30 Combined Annuity Fund rank by assets among Form 5500 filers? ▼

Roofers Union Local 30 Combined Annuity Fund ranks in the 91st percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Roofers Union Local 30 Combined Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Sheet Metal Workers Local Union No. 12 Annuity Fund in PA ($112M, 973 participants).

Next read for Roofers Union Local 30 Combined Annuity …

Filing takeaways

Ways to act on Roofers Union Local 30 Combined Annuity Fund's numbers.

By total assets, Roofers Union Local 30 Combined Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Michigan. Compare plans
Joint Board of Trustees Roofers Union Local 30's sponsor-wide assets have grown 17.4% since 2022 across 3 plan years on file. More Construction plans

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 232567112.

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.