Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Local 154 Pension Fund Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
166
Participants Small participant base
78th
Percentile by assets National rank
$194,375
Avg per participant Above avg balance/head
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Official DOL plan name: United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund · Sponsored by Board of Trustees Local 154 Pension Fund · New York · Construction

$32M in assets, 166 participants

Board of Trustees Local 154 Pension Fund's United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund reported $32M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,953 in Construction (9,039 peers)

Coverage in New York

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund covers 166 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $32M.

#6,953
in Construction (9,039 peers)
+11.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund's outsized position by total assets

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund vs every filed plan by assets

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

$32,266,196 Top 22% higher than 78% 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, Waterproofers & Allied Workers, Local 154 Pension 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 Pension Fund sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund end-of-year assets rose from $29M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund reported participants rose from 159 in the plan year 2023 filing to 166 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 111982624 · Board of Trustees Local 154 Pension Fund PY 2024 · Defined Benefit (Pension)

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund · $32M · 166 · 78th

  • SCH $32M
  • SCH 166
  • SCH 78th
  • SCH Defined Benefit (Pension)
  • SCH near Titan Bryan Pension Plan
  • SCH ind #6953

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 Pension Fund in the asset neighbourhood

Asbury Carbons, Inc. Pension PlanAsbury Carbons, Inc. Pension…$32MGraphic Communications Union Local 2-C Retirement Benefit PlanGraphic Communications Union…$32MFourth Edition Inc. Pension PlanFourth Edition Inc. Pension …$32MUnited Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension FundUnited Union of Roofers, Wat…$32MTitan Bryan Pension Plan$32M
End-of-year total assets ($M) among United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN111982624
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 154 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Local 154 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.742282150974855% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27M $32.3M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 156 $27M
2023 1 159 $29M
2024 1 166 $32M

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, Waterproofers & Allied Workers, Local 154 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund, Total assets ($B): 0.032266196 · Participants: 166United Union of Roofers, Waterproofers & Allied Workers, Local 154 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, Waterproofers & Allied Workers, Local 154 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund side-by-side with 3 peers →

United Union of Roofers, Waterproofers & Allied Workers, Local 154 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 Titan Bryan Pension Plan in IL ($32M); by covered participants it is Carolina Container Company Hourly Employees Pension Plan in NC (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund assets move in 2024? ▼
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund grew at a solid clip - up 11.0% during 2024, from $29M to $32M. Reported net income was $3M.
How have Board of Trustees Local 154 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 154 Pension Fund's sponsor-wide assets grew 19.7%, from $27M to $32M.
Where does United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund rank by assets among Form 5500 filers? ▼
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Titan Bryan Pension Plan in IL ($32M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Carolina Container Company Hourly Employees Pension Plan in NC (166 participants, $4M in assets).

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 111982624.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.