Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Roofers Local No. 74/203 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 561
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $16,938
- Avg per participant Low balance/head
Official DOL plan name: Roofers Local No. 74/203 Annuity Plan · Sponsored by Board of Trustees Roofers Local No. 74/203 Annuity Fund · New York · Construction
$10M in assets, 561 participants
Board of Trustees Roofers Local No. 74/203 Annuity Fund's Roofers Local No. 74/203 Annuity Plan reported $10M in total assets and 561 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #4,798 in Construction (9,039 peers)
Board of Trustees Roofers Local No. 74/203 Annuity Fund multi-year trail
Board of Trustees Roofers Local No. 74/203 Annuity Fund's plans moved +28.7% in assets from 2022 to 2024; this filing shows Roofers Local No. 74/203 Annuity Plan at $10M / 561 participants.
- #4,798
- in Construction (9,039 peers)
- +4.5%
- assets growth YoY
Roofers Local No. 74/203 Annuity Plan's mid-pack asset rank among Construction and all filers
Roofers Local No. 74/203 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,502,285 Top 45% higher than 55% 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 No. 74/203 Annuity Plan 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 No. 74/203 Annuity Plan sits mid-pack in the medium band (561 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roofers Local No. 74/203 Annuity Plan reported net income fell from $2M in the plan year 2023 filing to $396K in the plan year 2024 filing.
- Roofers Local No. 74/203 Annuity Plan reported participants rose from 521 in the plan year 2023 filing to 561 in the plan year 2024 filing.
- Roofers Local No. 74/203 Annuity Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 452840767 · Board of Trustees Roofers Local No. 74/203 Annuity Fund PY 2024 · Profit Sharing
Roofers Local No. 74/203 Annuity Plan · $10M · 561 · 55th
- VS-ST $10M
- VS-ST 561
- VS-ST 55th
- VS-ST Profit Sharing
- VS-ST near Echo Community Health Care 403(b) Plan
- VS-ST ind #4798
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 No. 74/203 Annuity Plan in the asset neighbourhood
Board of Trustees Roofers Local No. 74/203 Annuity Fund multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees Roofers Local No. 74/203 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 28.707004758711403% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 495 | $7M |
| 2023 | 1 | 521 | $9M |
| 2024 | 1 | 561 | $10M |
Board of Trustees Roofers Local No. 74/203 Annuity Fund filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $396K |
| Employer EIN | 452840767 |
| Plan Effective Date | 2011-06-01 |
| Filing Status | FILING RECEIVED |
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 No. 74/203 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Echo Community Health Care 403(b) Plan in IN ($10M); by covered participants it is Pine Street Inn, Inc. Retirement Plan in MA (559 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (561 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.