Money Purchase · DOL Form 5500 · 2024
Board of Trustees Local 154 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 181
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $202,665
- Avg per participant Above avg balance/head
Official DOL plan name: United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund · Sponsored by Board of Trustees Local 154 Annuity Fund · New York · Construction
$37M in assets, 181 participants
Board of Trustees Local 154 Annuity Fund's United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund reported $37M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #7,109 in Construction (9,039 peers)
Coverage in New York
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund covers 181 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $37M.
- #7,109
- in Construction (9,039 peers)
- +15.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund's outsized position by total assets
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,682,305 Top 20% higher than 80% 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, Waterproofers & Allied Workers, Local 154 Annuity 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. United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund sits mid-pack in the medium band (181 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund reported participants fell from 183 in the plan year 2023 filing to 181 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 112644048 · Board of Trustees Local 154 Annuity Fund PY 2024 · Money Purchase
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund · $37M · 181 · 80th
- TYPE $37M
- NET 181
- BOOK 80th
- VS-ST Money Purchase
- BOY near Money Purchase Retirement Plan of U.a. Local 716
- SCH ind #7109
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 New York →
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $5M |
| Employer EIN | 112644048 |
| Plan Effective Date | 1982-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 154 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 154 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 34.98419647076776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $27M |
| 2023 | 1 | 183 | $32M |
| 2024 | 1 | 181 | $37M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Money Purchase Retirement Plan of U.a. Local 716 in CT ($37M); by covered participants it is Colegio Marista Money Purchase Thrift Plan in PR (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Money Purchase Retirement Plan of U.a. Local 716 (CT) $37M · 340
- Iatse Local 38 Pension Plan (MI) $36M · 1,002
- B.P. Huddleston & Company Money Purchase Pension Plan (TX) $36M · 6
- Redwood Credit Union Target Benefit Plan (CA) $36M · 111
Similar participant headcount
Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.
- Colegio Marista Money Purchase Thrift Plan (PR) 180 · 1 off
- American Mathematical Society Retirement Plan (RI) 183 · 2 off
- Sabel Steel Service, Inc. Money Purchase Plan (AL) 183 · 2 off
- Texas A&m Foundation Employees' Pension Plan (TX) 179 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.