401(k) · DOL Form 5500 · 2022

Roosevelt & Cross, Incorporated 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
41
Participants Small participant base
62nd
Percentile by assets National rank
$208,999
Avg per participant Above avg balance/head
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Official DOL plan name: Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan · Sponsored by Roosevelt & Cross, Incorporated · New York · Finance & Insurance

$9M in assets, 41 participants

Roosevelt & Cross, Incorporated's Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan reported $9M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,184 in Finance & Insurance (9,261 peers)

Roosevelt & Cross, Incorporated multi-year trail

Roosevelt & Cross, Incorporated's plans moved +18.7% in assets from 2022 to 2024; this filing shows Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan at $9M / 41 participants.

#4,184
in Finance & Insurance (9,261 peers)
-22.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,568,942 Top 38% higher than 62% of 139,123 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 2022

Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan is a small filing (41 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 132728032 · Roosevelt & Cross, Incorporated PY 2022 · 401(k)

Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan · $9M · 41 · 62nd

  • EOY $9M
  • 5500 41
  • ASSETS 62nd
  • PCT 401(k)
  • EIN near Fairweather Retirement Plan
  • RANK ind #4184

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 New York →

Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood

Roosevelt & Cross, Incorporated 401(k) Profit Sharing PlanRoosevelt & Cross, Incorpora…$9MFairweather Retirement Plan$9MWindigo Logistics Non-Union Employees 401(k) PlanWindigo Logistics Non-Union …$9MGary S. Wetreich, Dds Profit Sharing PlanGary S. Wetreich, Dds Profit…$9MHillcrest Contracting, Inc. 401(k) Profit Sharing PlanHillcrest Contracting, Inc. …$9M
End-of-year total assets ($M) among Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Roosevelt & Cross, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Roosevelt & Cross, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$28M 18.736683223040234% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.9M $28.4M ▲ +18.7%
Year Plans Participants Total Assets
2022 2 86 $24M
2023 2 86 $26M
2024 2 80 $28M

Roosevelt & Cross, Incorporated filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN132728032
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan, Total assets ($B): 0.008568942 · Participants: 41Roosevelt & Cross, Incorporated 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan side-by-side with 3 peers →

Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fairweather Retirement Plan in LA ($9M); by covered participants it is Allied Termite & Pest Control 401(k) Plan in TN (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan assets move in 2022? ▼
Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan declined sharply - down 22.6% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Roosevelt & Cross, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt & Cross, Incorporated's sponsor-wide assets grew 18.7%, from $24M to $28M.
Which 401(k) plans are similar in size to Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fairweather Retirement Plan in LA ($9M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Roosevelt & Cross, Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Termite & Pest Control 401(k) Plan in TN (41 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132728032.

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.