401(k) · DOL Form 5500 · 2022
Charles Ross & Son Company 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $105,144
- Avg per participant Below avg balance/head
Official DOL plan name: Charles Ross & Son Company 401(k) Plan · Sponsored by Charles Ross & Son Company · New York · Manufacturing
$13M in assets, 126 participants
Charles Ross & Son Company's Charles Ross & Son Company 401(k) Plan reported $13M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #12,191 in Manufacturing (20,602 peers)
Coverage in New York
Charles Ross & Son Company 401(k) Plan covers 126 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $13M.
- #12,191
- in Manufacturing (20,602 peers)
- -11.5%
- 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.
Charles Ross & Son Company 401(k) Plan's outsized position by total assets
Charles Ross & Son Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,248,198 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Charles Ross & Son Company 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles Ross & Son Company 401(k) Plan sits mid-pack in the medium band (126 participants).
EBSA filing schedule strip
Filing strip 111260400 · Charles Ross & Son Company PY 2022 · 401(k)
Charles Ross & Son Company 401(k) Plan · $13M · 126 · 70th
- IND $13M
- IND 126
- IND 70th
- IND 401(k)
- IND near Mccarl's LLC Retirement Savings Plan
- IND ind #12191
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 Manufacturing retirement plans → · Plans in New York →
Charles Ross & Son Company 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 111260400 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles Ross & Son Company)
Sponsor-wide plan assets over time
All Charles Ross & Son Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 3.2283484893568164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $13M |
| 2023 | 1 | 140 | $15M |
| 2024 | 1 | 138 | $13M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Charles Ross & Son Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Mccarl's LLC Retirement Savings Plan in PA ($13M); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.
- Texas Citizens Bank, N. a. 401(k) Plan (TX) 126 · 0 off
- Quality Healthcare, Inc. 401(k) Plan (KS) 126 · 0 off
- Vincentbenjamin Group LLC 401(k) Profit Sharing Plan & Trust (AZ) 126 · 0 off
- Netmotion Software, Inc. 401(k) Plan (WA) 126 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.