Money Purchase · DOL Form 5500 · 2024

Board of Trustees Local 154 Annuity Fund Money Purchase Plan

Data updated 2026-08-06

$37M
Total assets: 181
Participants: 80th
Percentile by assets: $202,665
Avg per participant

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.

80th percentile by assets (of 116,472 plans)
#6,676 in Construction (8,304 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 ~795 per filing). Assets: $37M.

$37M
total plan assets (2024 EOY): 181
covered participants: 80th
percentile by assets (of 116,472 plans): $202,665
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund reports 181 participants - about 23% of that state average ($37M EOY assets).

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)

Total plan assets by year, all Board of Trustees Local 154 Annuity Fund plans on file

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.

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants

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

Compare United Union of Roofers, Waterproofers &… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund by total assets, not by location.

Money Purchase Retirement Plan of U.a. Local 716 (CT) $37M · 340
Redwood Credit Union Target Benefit Plan (CA) $36M · 111
International Brotherhood of Electrical Workers Local Union #756 Pension Fund (FL) $37M · 302
Carpenters Local Union No 491 Annuity Plan (MD) $37M · 1,064

Frequently Asked Questions

How did United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund assets move in 2024? ▼

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund grew sharply - up 15.2% during 2024, from $32M to $37M. Reported net income was $5M.

How have Board of Trustees Local 154 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Local 154 Annuity Fund's sponsor-wide assets grew 35.0%, from $27M to $37M.

Where does United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund rank by assets among Form 5500 filers? ▼

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund ranks in the 80th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Money Purchase plans are similar in size to United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund? ▼

Among Money Purchase plans in other states, the closest by assets is Money Purchase Retirement Plan of U.a. Local 716 in CT ($37M, 340 participants).

Next read for United Union of Roofers, Waterproofers &…

Filing takeaways

Ways to act on United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund's numbers.

By total assets, United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
Board of Trustees Local 154 Annuity Fund's sponsor-wide assets have grown 35.0% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112644048.