Profit Sharing · DOL Form 5500 · 2024

Roofers Local 195 Annuity Fund Profit Sharing Plan

Data updated 2026-08-06

$11M
Total assets
205
Participants
58th
Percentile by assets
$53,259
Avg per participant
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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.

  • 58th percentile by assets (of 116,472 plans)

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 ~795 per filing). Assets: $11M.

$11M
total plan assets (2024 EOY)
205
covered participants
58th
percentile by assets (of 116,472 plans)
$53,259
avg assets per participant

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.

See the national 2023→2024 release diff →

State
Industry

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Roofers Local 195 Annuity Fund reports 205 participants - about 26% of that state average ($11M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$543K
Employer EIN141721374
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roofers Local 195 Annuity Fund)

$9M$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.56M $10.9M ▲ +14.2%
Total plan assets by year, all Roofers Local 195 Annuity Fund plans on file
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.

Roofers Local 195 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants

Roofers Local 195 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Roofers Local 195 An…Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Rochester Regional H…Mason Tenders Distri…
Roofers Local 195 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Roofers Local 195 Annuity Fund by total assets, not by location.

Frequently Asked Questions

How did Roofers Local 195 Annuity Fund assets move in 2024?
Roofers Local 195 Annuity Fund grew at a solid clip - up 5.3% during 2024, from $10M to $11M. Reported net income was $543K.
How have Roofers Local 195 Annuity Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Roofers Local 195 Annuity Fund's sponsor-wide assets grew 14.2%, from $10M to $11M.
Which Profit Sharing plans are similar in size to Roofers Local 195 Annuity Fund?
Among Profit Sharing plans in other states, the closest by assets is Local No. 1 Suburban 401(k) Savings Plan in IL ($11M, 4,390 participants).

Next read for Roofers Local 195 Annuity Fund

Filing takeaways

Ways to act on Roofers Local 195 Annuity Fund's numbers.

  • By total assets, Roofers Local 195 Annuity Fund ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
  • Roofers Local 195 Annuity Fund's sponsor-wide assets have grown 14.2% 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 141721374.

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