Money Purchase · DOL Form 5500 · 2024
Union Roofers Supplemental Annuity Trust Fund Money Purchase Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 5,782
- Participants Above avg headcount
- 85th
- Percentile by assets National rank
- $9,246
- Avg per participant Low balance/head
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.
- #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.
- #6,552
- in Finance & Insurance (8,549 peers)
- +11.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Union Roofers Supplemental Annuity Trust Fund's outsized position by total assets
Union Roofers Supplemental Annuity Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,461,404 Top 15% higher than 85% 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
Union Roofers Supplemental Annuity Trust Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Roofers Supplemental Annuity Trust Fund lands in the large band (5,782 participants).
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.
DOL schedule card
Filing strip 953070101 · Union Roofers Supplemental Annuity Trust Fund PY 2024 · Money Purchase
Union Roofers Supplemental Annuity Trust Fund · $53M · 5,782 · 85th
- TYPE $53M
- TYPE 5,782
- TYPE 85th
- TYPE Money Purchase
- TYPE near Pipefitters and Plumbers Local No. 524 Pension and Annuity Plan
- TYPE ind #6552
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 Finance & Insurance retirement plans → · Plans in California →
Union Roofers Supplemental Annuity Trust Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Union Roofers Supplemental Annuity Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 32.28041285844675% vs 2022
- 2024 filing year
| 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.
- 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 |
Union Roofers Supplemental Annuity Trust Fund's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Pipefitters and Plumbers Local No. 524 Pension and Annuity Plan in PA ($54M); by covered participants it is Tufts University Basic Retirement Plan in MA (5,769 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,782 participants); asset peers above are excluded.
- Tufts University Basic Retirement Plan (MA) 5,769 · 13 off
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan (AZ) 5,798 · 16 off
- Billings Clinic Pension Plan (MT) 5,580 · 202 off
- Unite Here! Local 54 Severance Fund (NJ) 6,047 · 265 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.