Profit Sharing · DOL Form 5500 · 2024
United Union of Roofers Local 8 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $191M
- Total assets Near avg plan size
- 1,806
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $105,857
- Avg per participant Below avg balance/head
Official DOL plan name: United Union of Roofers - Local 8 Annuity Fund · Sponsored by United Union of Roofers Local 8 Annuity Fund · New York · Other Services
$191M in assets, 1,806 participants
United Union of Roofers Local 8 Annuity Fund's United Union of Roofers - Local 8 Annuity Fund reported $191M in total assets and 1,806 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.
- #7,580 in Other Services (7,719 peers)
Coverage in New York
United Union of Roofers - Local 8 Annuity Fund covers 1,806 participants in New York, 2.3x the typical New York plan (state average ~798 per filing). Assets: $191M.
- #7,580
- in Other Services (7,719 peers)
- +11.6%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
United Union of Roofers - Local 8 Annuity Fund's outsized position by total assets
United Union of Roofers - Local 8 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$191,177,998 Top 6% higher than 94% 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
United Union of Roofers - Local 8 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. United Union of Roofers - Local 8 Annuity Fund lands in the large band (1,806 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Union of Roofers - Local 8 Annuity Fund reported net income rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- United Union of Roofers - Local 8 Annuity Fund end-of-year assets rose from $171M in the plan year 2023 filing to $191M in the plan year 2024 filing.
- United Union of Roofers - Local 8 Annuity Fund reported participants fell from 1,823 in the plan year 2023 filing to 1,806 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 116011299 · United Union of Roofers Local 8 Annuity Fund PY 2024 · Profit Sharing
United Union of Roofers - Local 8 Annuity Fund · $191M · 1,806 · 94th
- VS-ST $191M
- VS-ST 1,806
- VS-ST 94th
- VS-ST Profit Sharing
- VS-ST near The Hoffman Employee Retirement Income Plan
- VS-ST ind #7580
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 Other Services retirement plans → · Plans in New York →
United Union of Roofers - Local 8 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $189M |
| Net Income | $18M |
| Employer EIN | 116011299 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Union of Roofers Local 8 Annuity Fund)
Sponsor-wide plan assets over time
All United Union of Roofers Local 8 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $191M 22.413132988272125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,795 | $156M |
| 2023 | 1 | 1,823 | $171M |
| 2024 | 1 | 1,806 | $191M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
United Union of Roofers - Local 8 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is The Hoffman Employee Retirement Income Plan in OR ($191M); by covered participants it is Indiana Teamsters Defined Contribution Plan in IN (1,799 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($191M here).
- The Hoffman Employee Retirement Income Plan (OR) $191M · 634
- Strand Associates, Inc. Employees Profit Sharing Trust (WI) $190M · 505
- Ufcw Retirement and Savings Plan (NJ) $192M · 18,932
- Scot Industries, Inc. Profit Sharing Trust (TX) $190M · 802
Similar participant headcount
Nearest other-state filings by covered participants (1,806 participants); asset peers above are excluded.
- Indiana Teamsters Defined Contribution Plan (IN) 1,799 · 7 off
- Yakima Valley Farm Workers Clinic Profit Sharing Plan (WA) 1,830 · 24 off
- Asbestos Workers L 24 Def Contrib Pen Plan (MD) 1,766 · 40 off
- Presbyterian Manors of Mid-America, Inc. 403(b) Plan (KS) 1,765 · 41 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.