Joint B. of Trustees of Local 522 Pension Fund Roofers Division retirement plan: assets, participants and fees
What Joint B. of Trustees of Local 522 Pension Fund Roofers Division's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Bridgeway Technologies | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 138 pension plans in construction with 500 to 999 participants.
| Joint B. of Trustees of Local 522 Pension Fund Roofers Division: employer contribution per participant | $1,043 | |
| Peer median | $5,251 |
| Joint B. of Trustees of Local 522 Pension Fund Roofers Division: average balance | $44,533 | |
| Peer median | $91,436 |
| Joint B. of Trustees of Local 522 Pension Fund Roofers Division: admin expenses ÷ assets | 0.77% | |
| Peer median | 0.77% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $30.6M at the end of plan year 2021 to $40.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 909 | $40.5M | $948K | $1,043 | 0.77% | Not published | Form 5500 ↗ |
| 2023 | 887 | $36.7M | $1.1M | $1,193 | 0.79% | Not published | Form 5500 ↗ |
| 2022 | 945 | $32.9M | $887K | $939 | 0.93% | Not published | Form 5500 ↗ |
| 2021 | 954 | $30.6M | $808K | $847 | 0.81% | Not published | Form 5500 ↗ |
Common questions
Does Joint B. of Trustees of Local 522 Pension Fund Roofers Division match 401(k) contributions?
The match terms for the Local 522 Pension Fund Roofers Division have not been published from its filing yet. The plan year 2024 filing reports $948K in employer contributions, about $1,043 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Joint B. of Trustees of Local 522 Pension Fund Roofers Division 401(k) match vested?
The vesting schedule for the Local 522 Pension Fund Roofers Division is not in the data published so far. Your Summary Plan Description states it.
Who manages the Joint B. of Trustees of Local 522 Pension Fund Roofers Division 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Bridgeway Technologies. The plan administrator is Joint B. of Trustees of Local 522 Pension Fund Roofers Division.
I left Joint B. of Trustees of Local 522 Pension Fund Roofers Division. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Joint B. of Trustees of Local 522 Pension Fund Roofers Division, (718) 859-1624) or the recordkeeper, Bridgeway Technologies. The Joint B. of Trustees of Local 522 Pension Fund Roofers Division old 401(k) page lists the contacts from every plan filing. Find an old Joint B. of Trustees of Local 522 Pension Fund Roofers Division 401(k)
Data from the public Form 5500 annual reports Joint B. of Trustees of Local 522 Pension Fund Roofers Division filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Joint B. of Trustees of Local 522 Pension Fund Roofers Division. Not financial advice. Report a correction · Methodology