Defined Benefit (Pension) · DOL Form 5500 · 2024

Rdwa - 8 United Union of Roofers Pension Plan

Data updated 2026-08-25

$988K
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$329,355
Avg per participant High balance/head
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Official DOL plan name: Employees Retirement Plan of Roofers Union Local 8 Welfare Fund · Sponsored by Rdwa - 8 United Union of Roofers · New York · Other Services

$988K in assets, 3 participants

Rdwa - 8 United Union of Roofers's Employees Retirement Plan of Roofers Union Local 8 Welfare Fund reported $988K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,613 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Employees Retirement Plan of Roofers Union Local 8 Welfare Fund ranks #3,613 of 7,719 2024 filers by assets (2031% of the sector average)-$988K for 3 participants.

#3,613
in Other Services (7,719 peers)
+9.8%
assets growth YoY

Employees Retirement Plan of Roofers Union Local 8 Welfare Fund among the smaller filed plans by assets

Employees Retirement Plan of Roofers Union Local 8 Welfare Fund vs every filed plan by assets

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

$988,066 23rd percentile higher than 23% 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

Employees Retirement Plan of Roofers Union Local 8 Welfare Fund among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees Retirement Plan of Roofers Union Local 8 Welfare Fund is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employees Retirement Plan of Roofers Union Local 8 Welfare Fund reported net income fell from $132K in the plan year 2023 filing to $88K in the plan year 2024 filing.
  • Employees Retirement Plan of Roofers Union Local 8 Welfare Fund reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Employees Retirement Plan of Roofers Union Local 8 Welfare Fund end-of-year assets rose from $900K in the plan year 2023 filing to $988K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 111653210 · Rdwa - 8 United Union of Roofers PY 2024 · Defined Benefit (Pension)

Employees Retirement Plan of Roofers Union Local 8 Welfare Fund · $988K · 3 · 23rd

  • BOY $988K
  • SCH 3
  • EBSA 23rd
  • PART Defined Benefit (Pension)
  • TYPE near October Three Prime Plan
  • NET ind #3613

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 →

Employees Retirement Plan of Roofers Union Local 8 Welfare Fund in the asset neighbourhood

Employees Retirement Plan of Roofers Union Local 8 Welfare FundEmployees Retirement Plan of…$988KOctober Three Prime Plan$987KTom Whealdon Construction Cash Balance PlanTom Whealdon Construction Ca…$991KKurkcuoglu Properties, Inc. Defined Benefit Pension PlanKurkcuoglu Properties, Inc. …$980KIracore International, LLC Retirement Income PlanIracore International, LLC R…$978K
End-of-year total assets ($M) among Employees Retirement Plan of Roofers Union Local 8 Welfare Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$900K
Net Assets (End of Year)$988K
Net Income$88K
Employer EIN111653210
Plan Effective Date1947-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rdwa - 8 United Union of Roofers)

Sponsor-wide plan assets over time

All Rdwa - 8 United Union of Roofers plans reported in each filing year

Latest sponsor-wide plan assets
$988K 28.581263005295167% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.77M $0.99M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 4 $768K
2023 1 4 $900K
2024 1 3 $988K

Nearby Defined Benefit (Pension) Plans in New York

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

Employees Retirement Plan of Roofers Union Local 8 Welfare Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Employees Retirement Plan of Roofers Union Local 8 Welfare Fund, Total assets ($B): 0.000988066 · Participants: 3Employees Retirement Plan of Roofers Union Local 8 Welfare FundIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Employees Retirement Plan of Roofers Union Local 8 Welfare Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Employees Retirement Plan of Roofers Union Local 8 Welfare Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is October Three Prime Plan in IL ($987K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Employees Retirement Plan of Roofers Union Local 8 Welfare Fund assets move in 2024?
Employees Retirement Plan of Roofers Union Local 8 Welfare Fund grew at a solid clip - up 9.8% during 2024, from $900K to $988K. Reported net income was $88K.
How have Rdwa - 8 United Union of Roofers plan assets changed over time?
Across 3 plan years on file (2022-2024), Rdwa - 8 United Union of Roofers's sponsor-wide assets grew 28.6%, from $768K to $988K.
Where does Employees Retirement Plan of Roofers Union Local 8 Welfare Fund rank by assets among Form 5500 filers?
Employees Retirement Plan of Roofers Union Local 8 Welfare Fund ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Employees Retirement Plan of Roofers Union Local 8 Welfare Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is October Three Prime Plan in IL ($987K, 154 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees Retirement Plan of Roofers Union Local 8 Welfare Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M in assets).