Money Purchase · DOL Form 5500 · 2024
Union Roofers Supplemental Annuity Trust Fund Money Purchase Plan
Data updated 2026-08-11
- $53M
- Total assets
- 5,782
- Participants
- 85th
- Percentile by assets
- $9,246
- Avg per participant
Official DOL plan name: Union Roofers Supplemental Annuity Trust Fund · Sponsored by Union Roofers Supplemental Annuity Trust Fund · California · Finance & Insurance
$53M in assets, 5,782 participants
Union Roofers Supplemental Annuity Trust Fund's Union Roofers Supplemental Annuity Trust Fund reported $53M in total assets and 5,782 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 123,622 plans)
- #6,552 in Finance & Insurance (8,549 peers)
Coverage in California
Union Roofers Supplemental Annuity Trust Fund covers 5,782 participants in California, 9.2x the typical California plan (state average ~630 per filing). Assets: $53M.
- $53M
- total plan assets (2024 EOY)
- 5,782
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $9,246
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Union Roofers Supplemental Annuity Trust Fund reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Union Roofers Supplemental Annuity Trust Fund end-of-year assets rose from $48M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Union Roofers Supplemental Annuity Trust Fund reported participants rose from 5,358 in the plan year 2023 filing to 5,782 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Union Roofers Supplemental Annuity Trust Fund reports 5,782 participants - 9.2x that state average ($53M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $6M |
| Employer EIN | 953070101 |
| Plan Effective Date | 1974-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Roofers Supplemental Annuity Trust Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,715 | $40M |
| 2023 | 1 | 5,358 | $48M |
| 2024 | 1 | 5,782 | $53M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Union Roofers Supplemental Annuity Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Scale composition for Union Roofers Supplemental Annuity Trust Fund
Union Roofers Supplemental Annuity Trust Fund reports $53M in end-of-year assets across 5,782 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $9,246 per participant (7% of the national average assets-per-participant) . Net income for plan year 2024 was $6M.
This plan identity (EIN 953070101, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $40M to $53M (+32.3%) while covered participants moved from 6,715 to 5,782 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,715 | $40M | Open filing |
| 2023 | 5,358 | $48M | Open filing |
| 2024 · index core | 5,782 | $53M | This page |
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Union Roofers Supplemental Annuity Trust Fund by total assets, not by location.
- Pipefitters and Plumbers Local No. 524 Pension and Annuity Plan (PA) $54M · 307
- Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan (PA) $53M · 223
- Retirement Plan for Employees of Island Peer Review Organization, Inc. (NY) $55M · 256
- Reit Management Corp. Pension Plan (NY) $52M · 13
Frequently Asked Questions
How did Union Roofers Supplemental Annuity Trust Fund assets move in 2024? ▼
How have Union Roofers Supplemental Annuity Trust Fund plan assets changed over time? ▼
Where does Union Roofers Supplemental Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Union Roofers Supplemental Annuity Trust Fund? ▼
Next read for Union Roofers Supplemental Annuity Trust…
Filing takeaways
Ways to act on Union Roofers Supplemental Annuity Trust Fund's numbers.
- By total assets, Union Roofers Supplemental Annuity Trust Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Union Roofers Supplemental Annuity Trust Fund's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Finance & Insurance plans