Profit Sharing · DOL Form 5500 · 2024
Roofers Local 195 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 205
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $53,259
- Avg per participant Low balance/head
Official DOL plan name: Roofers Local 195 Annuity Fund · Sponsored by Roofers Local 195 Annuity Fund · New York · Construction
$11M in assets, 205 participants
Roofers Local 195 Annuity Fund's Roofers Local 195 Annuity Fund reported $11M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #5,057 in Construction (9,039 peers)
Coverage in New York
Roofers Local 195 Annuity Fund covers 205 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $11M.
- #5,057
- in Construction (9,039 peers)
- +5.3%
- assets growth YoY
Roofers Local 195 Annuity Fund's mid-pack asset rank among Construction and all filers
Roofers Local 195 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,918,138 Top 42% higher than 58% 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
Roofers Local 195 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. Roofers Local 195 Annuity Fund sits mid-pack in the medium band (205 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roofers Local 195 Annuity Fund reported net income fell from $817K in the plan year 2023 filing to $543K in the plan year 2024 filing.
- Roofers Local 195 Annuity Fund end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
DOL schedule card
Filing strip 141721374 · Roofers Local 195 Annuity Fund PY 2024 · Profit Sharing
Roofers Local 195 Annuity Fund · $11M · 205 · 58th
- VS-ST $11M
- BOY 205
- SCH 58th
- EBSA Profit Sharing
- PART near Local No. 1 Suburban 401(k) Savings Plan
- TYPE ind #5057
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 →
Roofers Local 195 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $543K |
| Employer EIN | 141721374 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roofers Local 195 Annuity Fund)
Sponsor-wide plan assets over time
All Roofers Local 195 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 14.23131811105345% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 197 | $10M |
| 2023 | 1 | 207 | $10M |
| 2024 | 1 | 205 | $11M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Roofers Local 195 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Local No. 1 Suburban 401(k) Savings Plan in IL ($11M); by covered participants it is Appalachian Agency for Senior Citizens, Inc. 403(b) Plan in VA (205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (205 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.