Money Purchase · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$136M
Total assets: 1,200
Participants: 92nd
Percentile by assets: $113,128
Avg per participant

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.

92nd percentile by assets (of 123,622 plans)
#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.

$136M
total plan assets (2024 EOY): 1,200
covered participants: 92nd
percentile by assets (of 123,622 plans): $113,128
avg assets per participant

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 →

State

Massachusetts

Industry

Construction

Roofers Union Local 33 No. Thrift Fund vs the 2024 asset distribution

By assets, Roofers Union Local 33 No. Thrift Fund outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$122M
Net Assets (End of Year)	$136M
Net Income	$14M
Employer EIN	046358332
Plan Effective Date	1976-02-18
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Roofers Union Local No. 33 Thrift Fund Thrift Fd plans on file

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

Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
Massachusetts Laborers' Annuity Fund $2.3B · 11,506
Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
Tufts University Basic Retirement Plan $1.0B · 5,769

Compare Roofers Union Local 33 No. Thrift Fund side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Roofers Union Local 33 No. Thrift Fund by total assets, not by location.

Dechert LLP Pension Plan No. 1 for Partners (PA) $135M · 241
IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan (AZ) $137M · 5,798
IBEW Local 531 & NECA Money Purchase Pension Plan (IN) $137M · 705
Mbia Inc. Employees Pension Plan (NY) $138M · 60

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).

Next read for Roofers Union Local 33 No. Thrift Fund

Scale reading

Ways to act on Roofers Union Local 33 No. Thrift Fund's numbers.

By total assets, Roofers Union Local 33 No. Thrift Fund ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
Roofers Union Local No. 33 Thrift Fund Thrift Fd's sponsor-wide assets have grown 39.0% since 2022 across 3 plan years on file. More Construction plans

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.