Defined Benefit (Pension) · DOL Form 5500 · 2024

Joint Board of Trustees Roofers Local Union 30 Pension Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
759
Participants Near avg headcount
94th
Percentile by assets National rank
$225,738
Avg per participant Above avg balance/head
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Official DOL plan name: Roofers Union Local 30 Combined Pension Fund · Sponsored by Joint Board of Trustees Roofers Local Union 30 · Michigan · Finance & Insurance

$171M in assets, 759 participants

Joint Board of Trustees Roofers Local Union 30's Roofers Union Local 30 Combined Pension Fund reported $171M in total assets and 759 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,684 in Finance & Insurance (8,549 peers)

Where Roofers Union Local 30 Combined Pension Fund sits by assets

Roofers Union Local 30 Combined Pension Fund sits in the top 10% of all filed plans by assets, $171M for 759 participants (~$225,738/participant), up 9.2% in 2024.

#7,684
in Finance & Insurance (8,549 peers)
+9.2%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Roofers Union Local 30 Combined Pension Fund's outsized position by total assets

Roofers Union Local 30 Combined Pension Fund vs every filed plan by assets

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

$171,334,848 Top 6% higher than 94% 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 Union Local 30 Combined Pension 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 Union Local 30 Combined Pension Fund sits mid-pack in the medium band (759 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roofers Union Local 30 Combined Pension Fund end-of-year assets rose from $157M in the plan year 2023 filing to $171M in the plan year 2024 filing.
  • Roofers Union Local 30 Combined Pension Fund reported net income fell from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Roofers Union Local 30 Combined Pension Fund reported participants fell from 769 in the plan year 2023 filing to 759 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 236289069 · Joint Board of Trustees Roofers Local Union 30 PY 2024 · Defined Benefit (Pension)

Roofers Union Local 30 Combined Pension Fund · $171M · 759 · 94th

  • VS-ST $171M
  • VS-ST 759
  • VS-ST 94th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Imerys USA, Inc. Retirement Growth Account Plan
  • VS-ST ind #7684

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 Finance & Insurance retirement plans → · Plans in Michigan →

Roofers Union Local 30 Combined Pension Fund in the asset neighbourhood

Imerys USA, Inc. Retirement Growth Account PlanImerys USA, Inc. Retirement …$172MRoofers Union Local 30 Combined Pension FundRoofers Union Local 30 Combi…$171MReed Smith LLP Cash Balance Retirement PlanReed Smith LLP Cash Balance …$171MTronox Incorporated Retirement PlanTronox Incorporated Retireme…$171MAmerican Commercial Barge Line LLC Pension PlanAmerican Commercial Barge Li…$171M
End-of-year total assets ($M) among Roofers Union Local 30 Combined Pension 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)$157M
Net Assets (End of Year)$171M
Net Income$15M
Employer EIN236289069
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Joint Board of Trustees Roofers Local Union 30 plans reported in each filing year

Latest sponsor-wide plan assets
$171M 20.70217045005919% vs 2022
2024 filing year
$130M$140M$150M$160M$170M$180M 202220232024 $142M $171M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 794 $142M
2023 1 769 $157M
2024 1 759 $171M

Nearby Defined Benefit (Pension) Plans in Michigan

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

Roofers Union Local 30 Combined Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Roofers Union Local 30 Combined Pension Fund, Total assets ($B): 0.171334848 · Participants: 759Roofers Union Local 30 Combined Pension FundGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 42.453822995 · Participants: 15648General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 17.842898898 · Participants: 25742Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.116125366 · Participants: 8585Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 10.930410978 · Participants: 6888Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 10.255300049 · Participants: 12752Fca US LLC UAW Pension Agreement
Roofers Union Local 30 Combined Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants

Roofers Union Local 30 Combined Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Imerys USA, Inc. Retirement Growth Account Plan in GA ($172M); by covered participants it is The Teknor Apex Company Retirement Plan in RI (759 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (759 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 Union Local 30 Combined Pension Fund assets move in 2024?
Roofers Union Local 30 Combined Pension Fund grew at a solid clip - up 9.2% during 2024, from $157M to $171M. Reported net income was $15M.
How have Joint Board of Trustees Roofers Local Union 30 plan assets changed over time?
Across 3 plan years on file (2022-2024), Joint Board of Trustees Roofers Local Union 30's sponsor-wide assets grew 20.7%, from $142M to $171M.
Where does Roofers Union Local 30 Combined Pension Fund rank by assets among Form 5500 filers?
Roofers Union Local 30 Combined Pension Fund ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Roofers Union Local 30 Combined Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Imerys USA, Inc. Retirement Growth Account Plan in GA ($172M, 220 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Union Local 30 Combined Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Teknor Apex Company Retirement Plan in RI (759 participants, $243M in assets).