Money Purchase · DOL Form 5500 · 2024

Roofers Union Local No. 33 Thrift Fund Thrift Fd Money Purchase Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
1,200
Participants Near avg headcount
92nd
Percentile by assets National rank
$113,128
Avg per participant Below avg balance/head
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Official DOL plan name: Roofers Union Local 33 No. Thrift Fund · Sponsored by Roofers Union Local No. 33 Thrift Fund Thrift Fd · Massachusetts · Construction

$136M in assets, 1,200 participants

Roofers Union Local No. 33 Thrift Fund Thrift Fd's Roofers Union Local 33 No. Thrift Fund reported $136M in total assets and 1,200 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,222 in Construction (9,039 peers)

Where Roofers Union Local 33 No. Thrift Fund sits by assets

Roofers Union Local 33 No. Thrift Fund sits in the top 10% of all filed plans by assets, $136M for 1,200 participants (~$113,128/participant), up 11.5% in 2024.

#8,222
in Construction (9,039 peers)
+11.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Roofers Union Local 33 No. Thrift Fund's outsized position by total assets

Roofers Union Local 33 No. Thrift Fund vs every filed plan by assets

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

$135,753,161 Top 8% higher than 92% 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

Roofers Union Local 33 No. Thrift 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. Roofers Union Local 33 No. Thrift Fund lands in the large band (1,200 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roofers Union Local 33 No. Thrift Fund reported net income fell from $24M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Roofers Union Local 33 No. Thrift Fund end-of-year assets rose from $122M in the plan year 2023 filing to $136M in the plan year 2024 filing.
  • Roofers Union Local 33 No. Thrift Fund reported participants rose from 1,155 in the plan year 2023 filing to 1,200 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 046358332 · Roofers Union Local No. 33 Thrift Fund Thrift Fd PY 2024 · Money Purchase

Roofers Union Local 33 No. Thrift Fund · $136M · 1,200 · 92nd

  • TYPE $136M
  • NET 1,200
  • BOOK 92nd
  • VS-ST Money Purchase
  • BOY near Dechert LLP Pension Plan No. 1 for Partners
  • SCH ind #8222

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 Massachusetts →

Roofers Union Local 33 No. Thrift Fund in the asset neighbourhood

Mbia Inc. Employees Pension PlanMbia Inc. Employees Pension …$138MIBEW Local 531 & NECA Money Purchase Pension PlanIBEW Local 531 & NECA Money …$137MIBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local No 640 & Az Chapt…$137MRoofers Union Local 33 No. Thrift FundRoofers Union Local 33 No. T…$136MDechert LLP Pension Plan No. 1 for PartnersDechert LLP Pension Plan No.…$135M
End-of-year total assets ($M) among Roofers Union Local 33 No. Thrift Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$136M
Net Income$14M
Employer EIN046358332
Plan Effective Date1976-02-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Roofers Union Local No. 33 Thrift Fund Thrift Fd)

Sponsor-wide plan assets over time

All Roofers Union Local No. 33 Thrift Fund Thrift Fd plans reported in each filing year

Latest sponsor-wide plan assets
$136M 38.986908239775225% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $97.7M $136M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 1,046 $98M
2023 1 1,155 $122M
2024 1 1,200 $136M

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Roofers Union Local 33 No. Thrift Fund vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 00.511.522.5 Total assets ($B) Participants Roofers Union Local 33 No. Thrift Fund, Total assets ($B): 0.135753161 · Participants: 1200Roofers Union Local 33 No. Thrift FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.380051887 · Participants: 2774Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.291740538 · Participants: 11506Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 2.033803409 · Participants: 14571Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.774297856 · Participants: 8421Electrical Workers Deferred Income Plan Local 103, I.B.E.W.Tufts University Basic Retirement Plan, Total assets ($B): 1.039998444 · Participants: 5769Tufts University Basic Retirement Plan
Roofers Union Local 33 No. Thrift Fund vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Roofers Union Local 33 No. Thrift Fund side-by-side with 3 peers →

Roofers Union Local 33 No. Thrift Fund's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Dechert LLP Pension Plan No. 1 for Partners in PA ($135M); by covered participants it is Nas Primary Retirement Plan in DC (1,200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,200 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 Roofers Union Local 33 No. Thrift Fund assets move in 2024? ▼
Roofers Union Local 33 No. Thrift Fund grew at a solid clip - up 11.5% during 2024, from $122M to $136M. Reported net income was $14M.
How have Roofers Union Local No. 33 Thrift Fund Thrift Fd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roofers Union Local No. 33 Thrift Fund Thrift Fd's sponsor-wide assets grew 39.0%, from $98M to $136M.
Where does Roofers Union Local 33 No. Thrift Fund rank by assets among Form 5500 filers? ▼
Roofers Union Local 33 No. Thrift Fund ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Roofers Union Local 33 No. Thrift Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Dechert LLP Pension Plan No. 1 for Partners in PA ($135M, 241 participants).
Which Money Purchase plans cover a similar participant headcount to Roofers Union Local 33 No. Thrift Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Nas Primary Retirement Plan in DC (1,200 participants, $398M 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 046358332.

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.