Profit Sharing · DOL Form 5500 · 2024
Joint Board of Trustees Roofers Union Local 30 Profit Sharing Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 2,045
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $54,716
- Avg per participant Low balance/head
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.
- #8,104 in Construction (9,039 peers)
Coverage in Michigan
Roofers Union Local 30 Combined Annuity Fund covers 2,045 participants in Michigan, 3.2x the typical Michigan plan (state average ~638 per filing). Assets: $112M.
- #8,104
- in Construction (9,039 peers)
- +5.4%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Roofers Union Local 30 Combined Annuity Fund's outsized position by total assets
Roofers Union Local 30 Combined Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$111,894,525 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Roofers Union Local 30 Combined Annuity Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofers Union Local 30 Combined Annuity Fund lands in the large band (2,045 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 232567112 · Joint Board of Trustees Roofers Union Local 30 PY 2024 · Profit Sharing
Roofers Union Local 30 Combined Annuity Fund · $112M · 2,045 · 91st
- PART $112M
- PART 2,045
- PART 91st
- PART Profit Sharing
- PART near Sheet Metal Workers Local Union No. 12 Annuity Fund
- PART ind #8104
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 Michigan →
Roofers Union Local 30 Combined Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Joint Board of Trustees Roofers Union Local 30 plans reported in each filing year
- Latest sponsor-wide plan assets
- $112M 17.3735271143754% vs 2022
- 2024 filing year
| 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.
- 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
Roofers Union Local 30 Combined Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Sheet Metal Workers Local Union No. 12 Annuity Fund in PA ($112M); by covered participants it is Learn4life 403(b) Plan in CA (2,034 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
- Sheet Metal Workers Local Union No. 12 Annuity Fund (PA) $112M · 973
- Moses/Weitzman Health System, Inc. 403b Retirement Plan (CT) $112M · 1,209
- Siu P & S Retirement Plan (IL) $113M · 266
- Au Health Systems, Inc. 401(a) Retirement Savings Plan (GA) $113M · 1,478
Similar participant headcount
Nearest other-state filings by covered participants (2,045 participants); asset peers above are excluded.
- Learn4life 403(b) Plan (CA) 2,034 · 11 off
- Memorial Health System Hospitals Defined Contribution Plan (OH) 2,062 · 17 off
- Lake Charles Memorial Health System Retirement Plan (LA) 2,026 · 19 off
- Do It Best Corp. Restated Employees' Savings & Profit Sharing (IN) 2,068 · 23 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.