Defined Benefit (Pension) · DOL Form 5500 · 2024

United Union of Roofers - Local 8 Pension Fund - Board of Trustees Pension Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
1,292
Participants Near avg headcount
92nd
Percentile by assets National rank
$92,984
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Union of Roofers - Local 8 Pension Fund · Sponsored by United Union of Roofers - Local 8 Pension Fund - Board of Trustees · New York · Other Services

$120M in assets, 1,292 participants

United Union of Roofers - Local 8 Pension Fund - Board of Trustees's United Union of Roofers - Local 8 Pension Fund reported $120M in total assets and 1,292 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,498 in Other Services (7,719 peers)

Where United Union of Roofers - Local 8 Pension Fund sits by assets

United Union of Roofers - Local 8 Pension Fund sits in the top 10% of all filed plans by assets, $120M for 1,292 participants (~$92,984/participant), up 19.4% in 2024.

#7,498
in Other Services (7,719 peers)
+19.4%
assets growth YoY
1.2×
vs typical plan assets (national mean)

United Union of Roofers - Local 8 Pension Fund's outsized position by total assets

United Union of Roofers - Local 8 Pension Fund vs every filed plan by assets

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

$120,134,944 Top 8% higher than 92% 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

United Union of Roofers - Local 8 Pension 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 Pension Fund lands in the large band (1,292 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Union of Roofers - Local 8 Pension Fund reported net income rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • United Union of Roofers - Local 8 Pension Fund end-of-year assets rose from $101M in the plan year 2023 filing to $120M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 116003399 · United Union of Roofers - Local 8 Pension Fund - Board of Trustees PY 2024 · Defined Benefit (Pension)

United Union of Roofers - Local 8 Pension Fund · $120M · 1,292 · 92nd

  • RANK $120M
  • RANK 1,292
  • RANK 92nd
  • RANK Defined Benefit (Pension)
  • RANK near American Postal Workers Union Officers' Qualified Retirement Plan
  • RANK ind #7498

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 Pension Fund in the asset neighbourhood

Defined Benefit Pension Plan for the Employees of Excela HealthDefined Benefit Pension Plan…$120MCargill Meat Solutions Corporation Employees Retirement PlanCargill Meat Solutions Corpo…$120MAmerican Postal Workers Union Officers' Qualified Retirement PlanAmerican Postal Workers Unio…$120MUnited Union of Roofers - Local 8 Pension FundUnited Union of Roofers - Lo…$120MBangor Hydro Electric Company Pension PlanBangor Hydro Electric Compan…$120M
End-of-year total assets ($M) among United Union of Roofers - Local 8 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)$101M
Net Assets (End of Year)$118M
Net Income$17M
Employer EIN116003399
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Union of Roofers - Local 8 Pension Fund - Board of Trustees)

Sponsor-wide plan assets over time

All United Union of Roofers - Local 8 Pension Fund - Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$120M 39.05726411711138% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $86.4M $120M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 1,193 $86M
2023 1 1,285 $101M
2024 1 1,292 $120M

Nearby Defined Benefit (Pension) Plans in New York

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

United Union of Roofers - Local 8 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants United Union of Roofers - Local 8 Pension Fund, Total assets ($B): 0.120134944 · Participants: 1292United Union of Roofers - Local 8 Pension 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
United Union of Roofers - Local 8 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

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

Outside New York, the nearest Defined Benefit (Pension) by assets is American Postal Workers Union Officers' Qualified Retirement Plan in DC ($120M); by covered participants it is Local 360 Labor-Management Pension Fund in NJ (1,290 participants). Same-state nearby plans are listed separately above.

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 United Union of Roofers - Local 8 Pension Fund assets move in 2024?
United Union of Roofers - Local 8 Pension Fund grew sharply - up 19.4% during 2024, from $101M to $120M. Reported net income was $17M.
How have United Union of Roofers - Local 8 Pension Fund - Board of Trustees plan assets changed over time?
Across 3 plan years on file (2022-2024), United Union of Roofers - Local 8 Pension Fund - Board of Trustees's sponsor-wide assets grew 39.1%, from $86M to $120M.
Where does United Union of Roofers - Local 8 Pension Fund rank by assets among Form 5500 filers?
United Union of Roofers - Local 8 Pension Fund ranks in the 92nd 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 United Union of Roofers - Local 8 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Postal Workers Union Officers' Qualified Retirement Plan in DC ($120M, 100 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Union of Roofers - Local 8 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 360 Labor-Management Pension Fund in NJ (1,290 participants, $158M in assets).