Defined Benefit (Pension) · DOL Form 5500 · 2024

Joint B. of Trustees of Local 522 Pension Fund Roofers Division Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
313
Participants Below avg headcount
82nd
Percentile by assets National rank
$129,726
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 522 Pension Fund Roofers Division · Sponsored by Joint B. of Trustees of Local 522 Pension Fund Roofers Division · New York · Construction

$41M in assets, 313 participants

Joint B. of Trustees of Local 522 Pension Fund Roofers Division's Local 522 Pension Fund Roofers Division reported $41M in total assets and 313 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,238 in Construction (9,039 peers)

Coverage in New York

Local 522 Pension Fund Roofers Division covers 313 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $41M.

#7,238
in Construction (9,039 peers)
+10.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Local 522 Pension Fund Roofers Division's outsized position by total assets

Local 522 Pension Fund Roofers Division vs every filed plan by assets

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

$40,604,391 Top 18% higher than 82% 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

Local 522 Pension Fund Roofers Division 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. Local 522 Pension Fund Roofers Division sits mid-pack in the medium band (313 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 522 Pension Fund Roofers Division end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Local 522 Pension Fund Roofers Division reported participants rose from 301 in the plan year 2023 filing to 313 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 116158900 · Joint B. of Trustees of Local 522 Pension Fund Roofers Division PY 2024 · Defined Benefit (Pension)

Local 522 Pension Fund Roofers Division · $41M · 313 · 82nd

  • SCH $41M
  • EBSA 313
  • PART 82nd
  • TYPE Defined Benefit (Pension)
  • NET near Pension Plan for Classified Employees of Gasco, Inc.
  • BOOK ind #7238

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 →

Local 522 Pension Fund Roofers Division in the asset neighbourhood

Pension Plan for Ots, Inc.$41MLocal 522 Pension Fund Roofers DivisionLocal 522 Pension Fund Roofe…$41MPension Plan for Classified Employees of Gasco, Inc.Pension Plan for Classified …$41MGkn Sinter Metals Pension PlanGkn Sinter Metals Pension Pl…$41MCapital Educators Federal Credit Union Cash Balance Defined Benefit Plan and TrustCapital Educators Federal Cr…$41M
End-of-year total assets ($M) among Local 522 Pension Fund Roofers Division and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN116158900
Plan Effective Date1970-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint B. of Trustees of Local 522 Pension Fund Roofers Division)

Sponsor-wide plan assets over time

All Joint B. of Trustees of Local 522 Pension Fund Roofers Division plans reported in each filing year

Latest sponsor-wide plan assets
$41M 22.833756922794144% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.1M $40.6M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 311 $33M
2023 1 301 $37M
2024 1 313 $41M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 522 Pension Fund Roofers Division vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 522 Pension Fund Roofers Division, Total assets ($B): 0.040604391 · Participants: 313Local 522 Pension Fund Roofers DivisionIBM 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
Local 522 Pension Fund Roofers Division vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 522 Pension Fund Roofers Division side-by-side with 3 peers →

Local 522 Pension Fund Roofers Division's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan for Classified Employees of Gasco, Inc. in HI ($41M); by covered participants it is Pension Plan for Hourly Paid Employees of the Gallo Glass Company in CA (313 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Local 522 Pension Fund Roofers Division assets move in 2024? ▼
Local 522 Pension Fund Roofers Division grew at a solid clip - up 10.3% during 2024, from $37M to $41M. Reported net income was $4M.
How have Joint B. of Trustees of Local 522 Pension Fund Roofers Division plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint B. of Trustees of Local 522 Pension Fund Roofers Division's sponsor-wide assets grew 22.8%, from $33M to $41M.
Where does Local 522 Pension Fund Roofers Division rank by assets among Form 5500 filers? ▼
Local 522 Pension Fund Roofers Division ranks in the 82nd 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 Local 522 Pension Fund Roofers Division? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Classified Employees of Gasco, Inc. in HI ($41M, 97 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 522 Pension Fund Roofers Division? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hourly Paid Employees of the Gallo Glass Company in CA (313 participants, $224M 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 116158900.

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.