Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Roofers Local Union No. 86 Pension Fund Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
94
Participants Small participant base
67th
Percentile by assets National rank
$180,993
Avg per participant Above avg balance/head
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Official DOL plan name: Roofers Local No. 86 Pension Fund · Sponsored by Board of Trustees, Roofers Local Union No. 86 Pension Fund · Michigan · Construction

$17M in assets, 94 participants

Board of Trustees, Roofers Local Union No. 86 Pension Fund's Roofers Local No. 86 Pension Fund reported $17M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,943 in Construction (9,039 peers)

Board of Trustees, Roofers Local Union No. 86 Pension Fund multi-year trail

Board of Trustees, Roofers Local Union No. 86 Pension Fund's plans moved +23.6% in assets from 2022 to 2024; this filing shows Roofers Local No. 86 Pension Fund at $17M / 94 participants.

#5,943
in Construction (9,039 peers)
+10.2%
assets growth YoY

Roofers Local No. 86 Pension Fund's outsized position by total assets

Roofers Local No. 86 Pension Fund vs every filed plan by assets

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

$17,013,365 Top 33% higher than 67% 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

Roofers Local No. 86 Pension Fund among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofers Local No. 86 Pension Fund is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roofers Local No. 86 Pension Fund reported participants rose from 74 in the plan year 2023 filing to 94 in the plan year 2024 filing.
  • Roofers Local No. 86 Pension Fund end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Roofers Local No. 86 Pension Fund reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 316127876 · Board of Trustees, Roofers Local Union No. 86 Pension Fund PY 2024 · Defined Benefit (Pension)

Roofers Local No. 86 Pension Fund · $17M · 94 · 67th

  • EOY $17M
  • EOY 94
  • EOY 67th
  • EOY Defined Benefit (Pension)
  • EOY near Scripps/Journal Pension Plan (Albuquerque Publishi
  • EOY ind #5943

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 Michigan →

Roofers Local No. 86 Pension Fund in the asset neighbourhood

Aaa Arizona, Inc. Cash Balance Plan and TrustAaa Arizona, Inc. Cash Balan…$17MPine Valley Golf Club, Inc. Retirement PlanPine Valley Golf Club, Inc. …$17MScripps/Journal Pension Plan (Albuquerque PublishiScripps/Journal Pension Plan…$17MRoofers Local No. 86 Pension FundRoofers Local No. 86 Pension…$17MDetrex Corporation Employees' Retirement PlanDetrex Corporation Employees…$17M
End-of-year total assets ($M) among Roofers Local No. 86 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Board of Trustees, Roofers Local Union No. 86 Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees, Roofers Local Union No. 86 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$17M 23.638492379641455% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $13.8M $17M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 71 $14M
2023 1 74 $15M
2024 1 94 $17M

Board of Trustees, Roofers Local Union No. 86 Pension Fund filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN316127876
Plan Effective Date1964-05-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Michigan

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

Roofers Local No. 86 Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Roofers Local No. 86 Pension Fund, Total assets ($B): 0.017013365 · Participants: 94Roofers Local No. 86 Pension FundGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 42.453822995 · Participants: 15648General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 17.842898898 · Participants: 25742Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.116125366 · Participants: 8585Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 10.930410978 · Participants: 6888Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 10.255300049 · Participants: 12752Fca US LLC UAW Pension Agreement
Roofers Local No. 86 Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Roofers Local No. 86 Pension Fund side-by-side with 3 peers →

Roofers Local No. 86 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Scripps/Journal Pension Plan (Albuquerque Publishi in OH ($17M); by covered participants it is Rand-Whitney Retirement Plan for Members of Bargaining Units in MA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Roofers Local No. 86 Pension Fund assets move in 2024? ▼
Roofers Local No. 86 Pension Fund grew at a solid clip - up 10.2% during 2024, from $15M to $17M. Reported net income was $2M.
How have Board of Trustees, Roofers Local Union No. 86 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Roofers Local Union No. 86 Pension Fund's sponsor-wide assets grew 23.6%, from $14M to $17M.
Which Defined Benefit (Pension) plans are similar in size to Roofers Local No. 86 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Scripps/Journal Pension Plan (Albuquerque Publishi in OH ($17M, 28 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roofers Local No. 86 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Rand-Whitney Retirement Plan for Members of Bargaining Units in MA (94 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 316127876.

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.